Send a screener to panelists
Once you've created a screener in your Private Panels study, you can send that screener to your panelists.
Note: This article shows how to send a screener to panelists you've already added to your Private Panels study. For information on sharing a screener publicly with people outside of your own panels, see Public Private Panels screener links.
To send a screener to panelists in a Private Panels study:
On the Overview tab of your Private Panels study, select the panelists you want to screen using the checkboxes beside their names.
Click Send message in the actions toolbar. A list of available messages is displayed.
Select Send screener "[Your screener's name]". A confirmation modal is displayed, including the email copy that will accompany the link to your screener.
Tip: All screeners within your study are listed in this drop-down. Be sure to select the correct screener to send to your chosen participants.
Confirm the information in the modal. If you need to make adjustments, close the modal, make the necessary changes to email templates or email copy, then repeat the steps above.
Tip: You can also schedule your email to send at a later time or date by clicking More and selecting Schedule to send.
Click Send to x person/people. A confirmation modal is displayed.
Now, your screener is sent to your selected panelists via email. The Last contacted date for these panelists will be updated immediately:
And their responses to the screener will appear in your study as each participant completes the screener:
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