Creating a respondent panel

Creating a respondent panel

Problem

Sopact Survey provides you with an extensive set of features to manage a panel of external entities eg: nonprofits, social enterprises, partners etc. Instead of having to add the same information (eg: name, country, age, email address etc..) every time you send out the survey. You can centralize all this information once for all in a panel. You can create the corresponding panelists and then just attach your surveys to that panel. It's even possible afterward to analyze and aggregate survey results with the panel information of the panelists who took the survey.
 

Solution

1. To create a Panel, Navigate to Panels as shown below :
Create a Panel
 
2.  Click "New panel"
New Panel
 
3. Click "Built-in Panel"
Built in Panel
 
4. The following screen should appear.
Following screen should appear
 
5. Provide a name to the Panel and select the desired attributes. Alternatively, you can also upload it from CSV or Excel file.
Example : "Test panel"
Finally, Click "Add" to add the panel
Provide a name panel - Survey
 
6. Once added, it should appear as follows :
Once added
 
7. Add the panelist details by double-clicking on "Test panel" for this example. Click "Add panel member"
Add the panelist
8. Once created, it can be used while setting up Campaigns.