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Candidate Attributes
Add details to your candidates that will help with getting them involved with the right studies.

Candidate Attributes

Updated on
June 27, 2022

Building robust candidate profiles is critical to the research process. You'll be able to filter and search for relevant candidates to ensure future studies are being targeted at precisely the right panelists.

*Both Admins and Creators can add attributes to candidates through their profile, within screeners, and upon candidate importing.

To manage (i.e. add or delete) these attributes and ensure the database stays clean, admins can go to Account, Candidate attributes.

How do I manually add a new candidate attribute to the candidate database?

  1. Navigate to your account settings.
  2. Select Candidate Attributes.
  3. Click New Attribute.
  4. Give it a name (key will automatically generate).
  5. Select the attribute type (number, text, etc.)
  6. Check the boxes to indicate PII or if you would like your new column to automatically appear on the candidate page.
  7. Click create.

How do I change the name of an attribute in the database?

  1. Navigate to your account settings.
  2. Select Candidate Attributes.
  3. Click edit next to the name of the attribute you want to change.
  4. Update the name.
  5. Click Save.

Note:

Two attributes cannot have the same name. Ex: “Eye Color” can only be used once and can only have one key.

An attribute’s key cannot be changed. A new attribute would need to be created. Then, either the name of the previous attribute can be changed, or deleted if it is no longer needed.

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