Managing candidate attributes

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. 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?

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