Panelist welcome emails

To build a great relationship with your panelists, you can start with an automated Welcome to the panel email.

To set up an automated welcome email:

1

Navigate to Panels All Panels. If you have multiple panels, select which panel you would like to create a Welcome Email for.

2

Under General, click the Welcome Email dropdown, and select an existing Email Template to send to your new panelists. To create an Email Template, follow this guide.

3

Select the Email Template you want to use, and it will automatically be saved.

4

These are the events when the emails are sent:

• Panelist manually added on the Panel page.
• Panelist signs up directly via the panel form.
• Respondent is automatically added to the panel after answering a study screener.

5

These welcome emails are sent about 1 minute after the respondent signs up.

Note: Private Panels was previously managed outside of Dscout, so you may see a different logo and URL in some places. If you have any questions, contact [e-mail].