Under your profile, select your default booking calendar and email sender. Tip: sending emails from your own domain will improve deliverability. (Note: ensure you’ve connected your email client in the integrations tab.)
Create custom candidate attributes
Build rich candidate profiles by adding custom attributes to your panel. Tip: think about customer cohorts, plans, personas, and demographics. What information do you need to find the right customers to research?
Add custom consent form
Upload your consent form so it’s the default for all studies created by your team. Don’t have one? No sweat—you can use ours.
Centralize your existing customer panel
Import your customer research panel through 3 different ways: .csv upload, manual creation, or link sharing. You can then email your imported contacts through a more formal panel invite email. Here’s a guide to candidate recruitment.