Panel PermissionsA panel admin user can restrict panel access to non-admin users. By default, all new users have access to all panels until the user access ...

This will allow users to select a panel to work in. A panel must be selected prior to selecting a project to work on.PaginationIf there are more than 15 pane...

This page covers the Panelist Manager. For specific information on methods for adding panelists, see Adding Panelists.The Panelist Manager allows users to lo...

The Import Data from CSV file feature allows you multiple ways to import data into your panel datapoints. Below are your options.Create your CSV data file by...

Datapoints allow you to store unique information for respondents. This data can be exported or used for making custom queries. Datapoints can be added within...

The Query Panel menu enables you to gather counts on a subset of panelists who meet certain criteria. This criteria is defined using the drag-and-drop query ...

The Match Panelist from External File feature allows you to compare the panelists from a CSV or Excel file against your entire panel. Any combination of colu...

Condition BuilderConditions can be applied to menu items, pages, components, or widgets to restrict access for those that are unsubscribed or blacklistedName...

The Language Manager allows you to create multiple translations for panel default info pages and invitation text. A preferred language can be defined for pan...

The File Manager is used to upload files for use in your community, themes, or reporting portal. Commonly uploaded files include images, Flash applications, ...

The Category Manager allows you to tag or label your projects via categories and subcategories for sample management purposes.Categories can be accessed and ...

The CSV Distribution feature in Sample Manager allows users to create a distributed sample using a CSV file that defines quota or stratification criteria and...

This article is specific to Panel Management email invitation templates. For email invitations in Kinesis Survey, see Survey Invitations.Email Content Manage...

Use the Batch Update Rewards tool to adjust participant reward points in bulk and manage default point settings for projects and campaigns.1:  Batch Update R...

The 'Rewards Redemption' component will show a history of recent redemption transactions:You may view individual transactions by clicking on the 'Action' but...

In this article, you will learn how to set up SMS in Panel Management to send a survey link via SMS for participants.You will need an account with Message Me...

In this article, you will learn how to set up Virtual Incentives in Panel Management that creates offer rewards to your panelists.Note: You will need an acco...

Overview This feature allows you to add panel recruitment sources, to help track referrals and costs. Each added recruitment source will be given a sequenti...

This feature allows panel administrators to send panelists invitations through Lucid Link. Invitations are untargeted, so panelists may terminate from severa...

The Redemption Manager allows you to create a library of rewards which can be displayed and redeemed by your panelists within their Community. There are fou...

This feature will allow you to update panelist completion statuses from a CSV or Excel™ file. This tool can only be used to assign or change a final status t...

In this article, you will learn how to set up a webhook in Panel Management so that you can pass data to an external system.A webhook is a method of communic...

Inserting panelist into the panel can be accomplished in one or more of the following ways: From Community Portal Registration or Registration Survey From an...