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How do I add candidates to my panel?
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How do I add candidates to my panel?

Updated on
June 24, 2022

There are three ways to add candidates to your panel: CSV import, manually, or via link.

CSV Import

  1. Select Candidates from the left sidebar menu.
  2. Click Add Candidates in the top right corner and select Import from CSV.
  3. Click Upload file.
  4. Find your file on your computer and select open.
  5. Review the mapping section. Some attributes will map automatically, but others will not. Use the dropdown to match each column to the correct attribute.
  6. Click Next.
  7. Choose Update existing candidates or Don't update existing candidates (Candidates who are already in your panel will be ignored, and their information will not be updated).
  8. Name your import. The import name will default to the name of the file, but it is recommended to check this, and maybe even add a date.
  9. If you want to automatically add candidates to a particular study, you can shortlist them to a study by selecting one from the dropdown. You can also opt to exclude people from the shortlist.
  10. Optional: Add additional attributes that may not have been in the file.
  11. Click Next.
  12. Review the details and click Confirm & Import.

Manually

  1. Select Candidates from the left sidebar menu.
  2. Click Add Candidates in the top right corner and select Add manually.  
  3. Fill out their full name and email.
  4. If you want to add any attributes to the candidate, click + Add attribute.
  5. For more information on adding and creating attributes, please check out Managing Candidate Attributes.
  6. If you want to send a message that allows the candidate to confirm their consent for future contact, you can check the Send panel opt in message.
  7. Once you are done editing, click Save, or click Save & add another, if you want to add another candidate.
  8. If you clicked Save, you will be redirected to the Candidates page. If you clicked Save & add another, repeat the steps above.

Via Link

  1. Select Candidates from the left sidebar menu.
  2. Click Add Candidates in the top right corner and select Invite via link.  
  3. You will be redirected to your panel page. If you have not already, you will need to customize your panel.
  4. Copy your link and distribute as you see fit!

FAQ

Is there a size limit on CSV imports?

  • There is no limit on file size or number of attributes. The number of candidates you are able to import is limited by the database size established in your plan.

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