Managing PanelsEnterprise
In the Panel tab of your workspace, you can register survey recipients (panels) and organize them into groups.
What is a Panel?
A panel is a list of recipients to send surveys to. In the Panel tab of your workspace, you can upload panel lists via CSV or Excel files and organize them into groups for structured management.
| Field | Description |
|---|---|
| Customer Key | Unique identifier for the panel member |
| Name | Panel member's name (masked by default) |
| Panel member's email address (masked by default) | |
| Phone Number | Panel member's phone number (masked by default) |
| Group | Group the panel member belongs to |
Personal Data Masking
Names, emails, and phone numbers are masked by default to protect personal information. You need to unmask the data to view the actual information.
Uploading Panels
You can register an entire panel list at once using a CSV or Excel file.
Click the Panel Upload button
In the Panel tab, click the Panel Upload button.
Select a group
Choose a group to assign the uploaded panels to. (Optional)
Select a file
Click the Select File button and choose your CSV or Excel file. Any rows with errors in the name, email, or phone number fields will be excluded from the upload.
Complete the upload
Review the valid data, then click the Upload Panel button.
File Format Requirements
- Name is required, and either email or phone number must also be provided.
- If leading zeros in phone numbers are missing, set the phone number column's cell format to Text, or add a
'before each phone number. - If your file has formatting issues, check the Invalid Data tab for error details.
- Click the Download Template button if you need a file template.
Currently Supported Delivery Method
Currently, only email delivery is supported when sending surveys to panels.
Managing Groups
You can categorize panels into groups to organize them by purpose.
Click the Manage Groups button
In the Panel tab, click the Manage Groups button.
Review the group list
You can see the existing groups along with the number of panel members in each group.
Create or edit a group
Click Create Group to add a new group, or click the edit button next to a group to rename it.
Delete a group
Select the groups you want to remove, then click Delete Selected to delete them.
Unmasking Personal Data
To view panel members' personal information (name, email, phone number), you need to unmask the data.
Click the Unmask button
Click the Unmask button at the top of the Panel tab.
Enter a reason
Provide a reason for unmasking.
Complete unmasking
Click the Unmask button.
Once unmasked, the search function becomes available as well.
Unmasking Notice
When data is unmasked, the reason is recorded in the access log. Please avoid unnecessary access to personal information.
Filter and View Settings
- Filter: Filter the panel list to show only members from a specific group.
- View: Configure the sort order and which columns to display.
- Sort by: Creation date (ascending/descending)
- Display columns: Customer Key, Name, Email, Phone Number, and Group can each be toggled on/off.