Two-way panel property sync

Two-way sync is a way for your surveys to communicate with your existing panel data, and vice versa.

From panel into survey

For example, you can automatically pre-populate answers in surveys if this data already exists in your panel. An example can be the panelists name, email, phone number, gender, DOB, and much more - they can skim it over to see that it's correct and move on to finish the survey.

From survey into panel

You can also save screener answers into the panel. For example, if you launch a new study and you ask a survey question about the types of vehicles people own (and this is not in your panel yet) - you can start saving this data to make your panel more valuable.

Turn on Two-way sync

When within a study and creating a screener within Screener Builder, click Add element.

Once you have added a question, click on the Two way sync button

Then either choose an existing panelist property, or click New Panelist Property (Optional: read a more detailed explanation of panel properties).
If your question is Single-select (Dropdown) or Multiple Choice (Checkbox), your next task is to click Populate answer options from this property. The goal of this step is to match the Panel Property Options exactly to the Survey Answers. If you do not do this step, there is a high chance that the survey answers will not properly save to the panel.

When the panel property has been selected to sync with, map the screener values to the Panel Property column values.

FAQ

For a multi-select or single-select, how can I capture an "Other" response?

In order to keep your multi-select and single-select panel property answers clean and consistent, we do not store user generated "Other" responses within panel properties as this will lead to a very messy data set. As a workaround, we suggest:

Add a closed-ended Other option to your Panel Property (e.g. "Favorite Color").
Add a new Panel Property of type Text, such as "Other responses to Favorite Color".
Within the screener, create 2 questions, one for the closed-ended question (e.g. "Favorite Color"), and another Short Answer for the open-ended "Other" response (e.g. "Other responses to Favorite Color"). Ensure two-way sync is enabled for both questions.
Add question logic to link the closed-ended question to the open-ended question.