Welcome to Panel Management! Panel Management offers the ability to create your own sample panels and custom datapoints that can be used in Forsta Surveys.
This Panel Management Quick Start Guide will walk you through the process of building your own panel and managing campaigns.
Panel Management Quick Start PDF
Creating a Panel
To get things started, we will need to create our panel and set up its panel properties. Panel Management installations can have multiple panels that allows users to create a unique experience for each of their sample sources. This lesson provides a general introduction to panel creation and customization.
Datapoint & Panelist Manager
Now that we have created our panel, datapoints and panelists will need to be added. In this lesson, we will learn how to add new datapoints, upload an external lists of panelists, update our panelists' information and query our panel by a variety of criteria.
Creating a Registration Survey
So far, we have learned that we can add datapoints to our panel manually. With the Forsta Surveys/Panel Management integration, we can also populate datapoints automatically by creating a registration survey. In this lesson, we'll learn how to create and launch a registration survey in Forsta Surveys.
If you are new to Forsta Surveys, please review our Quick Start Guide.
More detailed information about Forsta Surveys survey creation can be found in the Forsta Surveys Essentials Training series.