Training Guides
-
Panel Setup: Part I
This article is designed to provide an overview of how panel data is configured and managed as well as provide a general overview of the software layout. Whi...
-
Panel Setup: Part II
This article is designed to highlight setup and customization of several key features before your panel launches. While this training guide is not meant to b...
-
General Panel Management
This article is designed to provide an overview of panelist lookup, panel reporting, and panel feasibility checks. While this guide is not meant to be compre...
-
Project Management
This article is designed to provide an overview of the project lifecycle. While this guide is not meant to be comprehensive, it does include links to individ...
-
Community Admin Training
This article is designed to provide an overview of how to build and manage your Community. While this guide is not meant to be comprehensive, it does include...
-
Deliverability
1: Avoiding Spam Filters The first step to achieve a high delivery rate is getting past the spam filters. Spam filters are quite sophisticated; they networ...
-
Email Design
A good email design can raise response rates; similarly, a bad design can result in poor response rates and possible spam complaints, affecting your ability ...
-
Panel Management Training Series
Panel Management Essentials Training Series Welcome to the Panel Management Training Series. This training series is designed to teach you the basics of wo...
-
Using Email Lists
Email lists are simply a list or database of emails that have been assembled together through various means, such as a customer list, newsletter sign-up, mag...
-
Panel Management
Panel Management This section outlines the basic functionality of the panel tools available within Panel Management. Here, we'll learn everything we need to...
-
Communities
This section outlines the basics of creating and managing a community within Panel Management. Here, we'll learn everything we need to know to create an enga...
-
Project Mode
We've already learned a fair amount about Panel Mode in Panel Management, so now it's time to shift our focus to Project Mode. In this section, we'll learn a...
-
Getting Started with Panel Management
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. ...