With Panel Triggers, Qualtrics can use answers given in your survey and automatically add or update individuals to a Qualtrics panel based upon the logic you specify. This is especially useful in scenarios where you want to allow participants to opt-in to a panel you’ve created.
Step-By-Step
To create a Panel Trigger:
- Include a question in your survey that asks for the participant’s name, email address, and any other information you would like included in the panel.
- On the gray navigation bar, select the Advanced Options drop-down.
- Select Triggers, and choose Panel Triggers.
- By default, all participants will be added to the panel. If desired, Add a Condition that must be met for the participant to be added to the panel.
- Select the Panel to which you would like to add the respondents by clicking Please Select, choosing My Library or a Group Library, and choosing which panel to use.
- Choose the field from the survey that will be saved as the participant’s First Name.
- Choose the field from the survey that will be saved as the participant’s Last Name.
- Choose the field from the survey that will be saved as the participant’s Email Address.
- If desired, choose fields to be saved as the participant’s External Data Reference and Language.
- If needed, select to Add additional fields and specify the Embedded Data field you would like created and the question that will populate the value of the Embedded Data field.
- Click Finish Editing and Save Triggers.
