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

Eligibility Settings

Updated on
May 6, 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 edits and click "Update".

Reduce Overcontacting

  • In this section you can set the maximum number of times a person can be contacted over a period of time.
  • You must type a number in the number box and not text.
  • The time drop down includes day, week, month, year.

Unresponsive Candidates

  • In this section you can 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.
  • You must type numbers in each box in this section and not text.

Overpolling

  • In this section you can limit the frequency a person can participate in a study. This will increase variety in your participant pools.
  • You must type a number in the number box and not text.  

No Shows

  • In this section you can limit potential participants that no-show your sessions. You can temporarily ban someone or block them indefinitely.
  • The time drop down includes  1 month, 2 months, 6 months, 1 year, and indefinitely.

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