Panelist App (Audience Management)

About the Panelist App

You can customize the app that panelists use to see available studies. This page covers how to set up the app and add survey projects. Once the app is set up, panelists can use it as a centralized place to view all surveys available to them.

You can share a link to the app with panelists or choose to notify them when new surveys are added to the app. To access the app, panelists can sign in to their existing account or create a new one.

1. From the program overview page, click the Panelist app tab.
   
2. Select Start customizing. As you customize your app, the app preview will update automatically.
   
3. To add a logo, click Design within the App Settings section.
   
4. Click Add logo.
   
5. Select Upload.
6. Select an existing logo image from a library, or click Choose file to upload a new image. See Library Graphics for more information on uploading images to your library.
   
7. Click Upload.
8. To add a greeting or support information, click Content within the App Settings section.
   
9. Enter a Panel name to be displayed at the top of the panelist app.
10. Choose a Greeting phrase, which determines how panelists are addressed in the panelist app. You can also set an additional welcome message by typing in the text box below. Click the arrow icon below the text editor to open a rich content editor to customize your text formatting.
    Qtip: Click the book icon to load a message from your library. See Library Messages for more information on adding messages to your library.
11. If you’d like to include information for panelists about how their data is used, enable the Include notice option. You can then customize the message in the text box.
    Qtip: You have to customize the default notice message. You won’t be able to activate the app until you do.
12. In the Add help contact section, you can add an email address for panelists to reach out if they need help.
13. To save your changes as a draft, click Save draft.
14. To activate the app for panelists, select Activate app. Once your app is active, this button will say “Publish changes,” which you can press to save any additional changes you make.

Adding Surveys to the App

1. Navigate to the App surveys section of the Panelist app tab.
   
2. Click Add survey.
3. Select the survey from your project to add to the app.
   
4. Enter a display name for the survey.
5. Enter a description for the survey. You can further customize your description using the rich text editor, including adding piped text. For more information, see the Rich Content Editor support page.
6. Choose the audience for the survey:
   • Available to all panelists: Display the survey to all panelists.
     Qtip: By default, this option only displays the survey to current panelists. If you’d like this survey to be automatically displayed to new panelists, then enable Make this survey available to anyone who joins this panel in the future.
   • Select a specific audience: Display the survey to only a specific sample.
7. Click Next.
8. If desired, click Add image and select an image from your library to display with your survey.
   
9. If desired, add compensation to the survey. Select Edit compensation and enter an amount and type.
10. If desired, enter the number of minutes it will take to complete the survey.
11. Click Next.
12. If you want to notify panelists there is a new survey, select Send an email notification. You can then customize the email message and when it will be sent. You can also select Send a text message (SMS) notification to notify panelists with a text message. For more information, see the SMS Distributions support page.
    
13. Click Next.
14. Review your survey details. Click the pencil icon next to an item to make edits.
    
15. Click Add to app.
16. Surveys you’ve added will appear in a list and you can manage them using the menu to the right:
    
    • Edit survey: Edit the survey in the survey builder.
    • Edit survey display: Change the display settings for the survey.
    • Remove from panelist app: Remove the survey from the panelist app.

After the app is set up, panelists can use the link to access it. They can either log in with an existing panelist account if they’ve already created one, or create a new one. After logging in, they’ll be able to view and access the studies available to them.

Adding App Translations

You can add translations to make the panelist app available in additional languages. The language the app is displayed in is based on the language each panelist is assigned within the contact list.

Click the Translations tab to start adding translations.

Adding app translations uses the same process as adding survey translations. For instructions, see Manually Translating a Survey.