Panel Management

Panel

Great Question research panel basics

How to manage your panel effectively using Great Question

How do I add candidates to my panel?

Build your customer research panel with ease using these tips

Is there a size limit on CSV imports?

What are the size limits for csv imports in Great Question? It depends on your account

Candidate Attributes

Primary and Secondary Attributes

What are primary and secondary attributes for candidates in Great Question?

Candidate Eligibility

Eligibility Settings

How can you set eligibility for contact preferences for your customer panels

Finding Candidates

How do I search for a candidate?

Use the search bar to find a candidate by first, last, company name or email address

How do I filter for candidates?

filter your candidates to find the perfect match for your next study

Candidate Profile

What is in the candidate profile?

The candidate profile is used to track all the contact properties

How do I invite a candidate to a study?

invite a candidate to a study via email

How do I find the candidate profile?

The candidate profile is accessed by clicking the candidate name anywhere in the app.

Candidate Scheduling

What is a shortlist? How do I use it?

Shortlists are used to validate a list of candidates before launching a study.

What are observations?

Observations are used to note candidate preferences

How do I mark a session as canceled, completed, or no-show?

Marking a session as cancelled, completed or no show using one click in Great Question

How do I reschedule sessions?

scheduling conflicts happen last minute. It's easy to reschedule customer interviews.

How do I manually mark a candidate as booked?

update the candidate if they manually book with just one click

What happens if someone responds to a study that has reached its participant limit?

When someone responds to a study that's already reached its participant limit, a notification will appear for the customer.

Sort Participant Lists

Find the perfect participants by sorting your lists