Panel Creation

Panel Settings:

Design a panel with brand specific elements to effectively engage with the customers.

Overview/Basic Settings: This section covers the basic settings required to design a panel.

• Panel Name: Define the brand/Panel Name. An account can have multiple panels and the name should be unique.

• Panel Country: Choose the country under which the panel/Community is to be built.

• Panel Language: Choose the panel language. Primary language in which the panelist portal and communication templates will be set.

• Panel Segment: Define the panel segment (Healthcare or General Consumers)

• Research Categories: Choose the research categories applicable for the panel. Studies under the selected categories shall be run in the panel/Community. Unselected research categories are restricted.

• Panel Logo: Brand/Panel logo to be included in member communique.

• Signup URL: Sign up/Sign in URL for the members to register and access their panel account. This link will be embedded in the brand website and the traffic to be routed here.

• Member Terms: Brand specific Terms and Conditions, Privacy Policy and FAQs. You can also use our standard links if you do not have one.

• Colour Settings: Brand specific color codes to customize the panelist portal in line with brand element. Customise Menu and button formats.

• Communication settings: Define the support desk email to receive member queries and set the Name with which you would like to interact with the members.

Communication Templates: Define the standard communication templates that could be fetched dynamically when launching projects and promotional activities. Make use of the predefined keywords to dynamically append the values. Update the templates with brand elements and customize as required.

• Communication Channels : Email, SMS, Desktop Notifications , FAX

• Account Activation: Activation link will be sent to panel members upon registration. To verify and validate the member’s email address.

• Survey Invitation: Email to notify the members on survey opportunity

• Survey Reminder: Email to remind the members on survey opportunity

• Redemption Acknowledgement: Email to acknowledge the members on the redemption request

• Reward Dispatch: Email to deliver the reward codes/Honorarium

• Forgot Password: Email with OTP to reset the account password

• Invite Friends: Inviting friends and colleagues to join the community

• Redemption Error: Email to notify the members in case of rolling back the redemption requests

• Mobile Number Verification: SMS with OTP to verify the mobile number

• SMS - Survey Invite: SMS invite to notify the members on survey opportunity

• SMS - Survey Reminder: SMS to remind the members on survey opportunity

• Notification - Survey Invite : Desktop notifications to members on survey opportunity

• Notification - Survey reminder: Desktop notifications to remind members on survey opportunity

• Fax - Survey Invite: Fax invite to notify the members on survey opportunity (For Private Panels)

• Fax - Survey Reminder: Fax to remind the members on survey opportunity (For Private Panels)

Incentive Model: Define point based incentive model based on length of the study. Members upon successfully completing the study/activity will automatically be assigned with the predefined incentives/points based on this table.

End Pages: Standard End pages. Members will be routed to these pages based on their statuses upon completing a study. HTML driven pages that can be customised as per the brand requirements.

• Confirmation Page: Welcome message for the members upon successfully verifying their email address.

• Screen out: End page when the member gets termed out of the study basis the qualification criteria.

• Quota full: End page when member attempting to answer the survey quota that is already met.

• Complete: Success massage for the member upon completing the research study

• Survey Paused: Warning message to members when attempting to answer the survey that is closed for data analysis.

• Quality Terminate: Warning message to members when trying to complete the study suspiciously.