We’re thrilled to introduce Panelist Import, a powerful new tool in the Panels setup section designed to simplify how you add members to your research panels.
If you have a long list of people you need to upload to your panel, you no longer have to enter them one by one. This feature makes adding dozens—or even hundreds—of panel members quick and stress-free!
Your Simple 3-Step Guide to Importing Panelists:
Step 1: Get the Template
- To start, go to the Panels setup area and find the new Panelist Import feature.
- Here, you can easily download our CSV template. This file is pre-formatted to ensure your data is perfectly organized for a smooth upload.
Step 2: Add Your Data
- Open the downloaded CSV file and fill in the necessary details (like names, emails, birth date, gender etc.) for all your panel members.
- Make sure all your information is correct, then save the file.
Step 3: Upload and Track Progress
- Upload your completed CSV file using the Panelist Import feature.
Track Your Progress: Once the file is uploaded, you can view the progress right below the upload area. You will see the status of your import, which will show as Pending while the system is working, and then change to Completed when all your panel members have been successfully added.
That’s it! The Panelist Import feature saves you time and reduces manual effort, making your panel management process more efficient than ever.
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