Panel Triggers Overview

Qualtrics allows you to build a panel automatically based upon survey results. Panel Triggers will help you do this.

This page will give you everything you need to know to set it up.

Creating a Panel Trigger

  1. 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.
  2. On the gray navigation bar, click Advanced Options.
  3. From the list, click Triggers, and click Panel Triggers.
  4. 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.
  5. To select the Panel to which you want to add the respondents, click Please Select, then click My Library or a Group Library, and then click which panel to use.
  6. Select the field from the survey that will be saved as the participant’s First Name.
  7. Select the field from the survey that will be saved as the participant’s Last Name.
  8. Select the field from the survey that will be saved as the participant’s Email Address.
  9. If desired, select fields to be saved as the participant’s External Data Reference and Language.
  10. If needed, click 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.
  11. Click Finish Editing and then click Save Triggers.
Google+