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Candidate Eligibility Settings
How can you set eligibility for contact preferences for your customer panels

Candidate Eligibility Settings

Updated on
June 27, 2022

Eligibility settings are universal rules that apply to your whole database.

*Only an admin can change the eligibility settings.

How do I edit the eligibility settings?

  1. Navigate to your account settings.
  2. Select Eligibility settings.
  3. Make any changes, using the steps below, and click Update.

Reduce Overcontacting

  • Set the maximum number of times a person can be contacted over a period of time.
  • Numbers must be used. No special characters or text.
  • The interval drop-down includes day, week, month, year.

Reduce Unresponsive Candidates

  • Determine if you would like unresponsive candidates to receive fewer opportunities to participate in studies.
  • Type in the number of months you would like to exclude from outreach if they do not respond to a set percentage of your outreach.
  • Numbers must be used. No special characters or text.

Reduce Overpolling

  • Limit the frequency a person can participate in a study. This will increase variety in your participant pools.
  • Numbers must be used. No special characters or text.  

Reduce No Shows

  • Limit potential participants that no-show your sessions. You can temporarily ban someone or block them indefinitely.
  • The interval drop-down includes 1 month, 2 months, 6 months, 1 year, and indefinitely.

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