Creating, uploading, and updating panelists

There are three ways to add panelists:

1. Uploading a CSV file - add multiple panelists simultaneously by uploading a CSV file containing their information
2. Manually create a panelist - fill out their name, email in a popup form
3. Through a study screener - capture panelists' names and email addresses through a study screener 

Uploading panelists for the first time

1. Create your desired Panel Properties. Important: for single-select and multi-select properties, keep the Options empty for now. We will update the Options in the last step.
2. Upload your CSV
3. Go to Panel > Panel Properties and for your single-select and multi-select properties, populate the options from your uploaded data automatically.

Upload panelists via CSV

If you have panelist data in a CSV file, follow these instructions.

Important: The first row of the CSV file must be the column titles as shown in the image below:

Panelfox will match these column titles with existing ones in the system. If the column title is not a match, Panelfox will create new columns. 

Once your CSV file is ready to go, follow the steps below to upload it to Panelfox:

1. On the Panelists page, click the New Panelists drop-down button. Then, select Upload panelists

2. The Upload panelists pop-up will appear. You can upload a file here in two ways:

a. Click the Choose file button on the pop-up. Your computer system's file explorer will open where you can select the CSV file containing panelist information.

b. Navigate to the CSV file on your computer's file explorer then click and drag it to the purple area on the pop-up.

Tip! You can also hit the u key on your keyboard to open the Upload panelists pop-up when in the Panelists page.

3. Once uploaded, Panelfox will match the first row of the CSV to existing column titles. The column titles with a match will have a green check while those without a match will be marked with a red x.

4. If there are unmatched columns, the summary will be displayed at the bottom. Tick the Yes checkbox beside Skip unmatched columns to exclude the unmatched columns from the import.

5. To keep an unmatched column, click the corresponding Select Column drop-down button. You can try to find a similar/alternative column title by typing it on the search bar. If there is, click it from the drop-down options.

5. If there is no alternative column title, click + Create Panelist Property.

6. The Add a panelist property pop-up will appear. Type the column title on the Title textbox and select the panelist property type by clicking the drop-down button below Type then selecting from the options. Then, click the Create property button. Click here for more information about panel properties.

7. Once the column titles have been matched, or set to be excluded from the import, select the source of the upload by clicking the drop-down button beside Source of upload. Select from the options that appear.

8. Lastly, click the Import Panelists button to start the import

Manually add a panelist

Follow the steps below to manually add one panelist at a time:

1. On the  Panelists page, click the New Panelists drop-down button. Then, select Create new panelist

2. The Create new panelist pop-up will appear. Type the panelist's information on the appropriate textboxes. Then, click the Create panelist button

Tip! You can also hit the n key on your keyboard to open the Create new panelist pop-up when in the Panelists page

3. This will open the created panelist's profile view. You can add more information on their profile by filling out the different fields within the profile view. To know more about profile view, click here.

Add panelists through a Study Screener

Your company must have an existing study before you can use this method. If there's none yet, you can read our Creating a new study guide to know how.

If there's already an existing study, you can follow the steps below to add panelists through a Study Screener:

1. Navigate to the Studies page. Then, open the study containing the Study Screener that you'll use by clicking it.

2. Click Screeners then open the Study Screener you'd like to use by clicking it. If there's no existing Study Screeners yet, you can create one by following our Creating a Study Screener guide.

The screener you choose must include a required question asking participants to provide their email address with the Two-way panel property sync enabled.

3. Open the Screener Settings tab. Within the Internal Details section, only study participants are allowed to take the screener by default. This is to align the study with appropriate panelists. 

4. Change the participant settings by clicking the drop-down field beside Who can take the screener?. Then, choose Anyone (even people outside my panel) from the options

5. Then, click the Copy button within the Public Details section to copy the Study Screener link and share it to potential/target panelists

Updating panelists via CSV

If you have new data that you want to add to multiple existing panelists, you can upload a CSV file with the new data. Keep in mind that the first row of the CSV file must be the column titles as shown in the image below:

1. When you add new information via CSV, any new columns will create new panel properties, while existing columns will not create new panel properties. These properties will be matched to whatever respondent matches the email in the CSV row.
   1. For example, in the CSV screenshot above:
      1. if those emails already exist in the Panelfox Panel, those panelists in Panelfox will have each of those values updated or added.
      2. if those emails DON'T exist in the Panelfox Panel, new panelists will be added.
2. When you are updating a panelist panel property, make sure that the option you are adding matches either the label or the id of the panel property option.
   1. For example, if the panel property is Car Make, and the options that are programmed into the panel property are Ford, Mazda, and Toyota, the CSV cell can contain either the label (Ford), or the ID (1) (see below).

Uploading respondents directly into a study

Follow this guide.