Qualtrics Panel Management everything you need to do faster research

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Recruiting Your Research Panel

Qualtrics Panel Management

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Introduction Qualtrics Overview Panel Management Recruit Q&A

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Braydon Anderson qualtrics, marketing

Chris Ferneyhough stone-olafson, partner

www.stone-olafson.com

Brands & Organizations

8.1K + of the top 100

business schools

99

Users

2.3M + Used In

Countries

75 +

The World’s Leading Insight Platform

PROVO / USA DUBLIN / IRL SYDNEY / AUS SEATTLE / USA

Customer Insights Voice of the Customer Programs

Customer Satisfaction Surveys Net Promoter Systems

Website Experience Feedback

Employee Insights 360-degree Employee Feedback Employee Engagement Surveys Employee Satisfaction Surveys

Exit Interviews

Market Insights Ad Testing

Concept Testing Market Research Academic Studies

All your insights in one place

What is Panel Management?

o  People

o  Opt-in

INCENTIVE COMMITMENT

o  Surveys

o  On-going Basis

Benefits of having your own Panel

Benefits of having your own Panel

Benefits of having your own Panel

Benefits of having your own Panel

Benefits of having your own Panel

Qualtrics Panel Management

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Recruit Engage Reward

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Recruit

Why have a panel? What are the key selling points for convincing management to invest in a

panel?

What success do organizations typically see from having their own research panel?

4 Key Steps to Recruiting Your Own Research Panel

1. 

2. 

3. 

4. 

Determine recruitment channel(s)

Make recruitment short and simple

Send a profile survey after panel members join

Send a welcome email

Steps to recruitment

1.  Determine recruitment channel(s)

Transactional

Steps to recruitment

1.  Determine recruitment channel(s)

Website Intercepts

Steps to recruitment

1.  Determine recruitment channel(s)

Custom Landing Page

tinyurl.com/landingpagedemo

Steps to recruitment

1.  Determine recruitment channel(s)

Social Media

Steps to recruitment

1.  Determine recruitment channel(s)

In-Person

Join Our Feedback Panel

Right Here. Right Now.

Please provide the following

Steps to recruitment

1.  Determine recruitment channel(s)

4 Key Steps to Recruiting Your Own Research Panel

1. 

2. 

3. 

4. 

Determine recruitment channel(s)

Make recruitment short and simple

Send a profile survey after panel members join

Send a welcome email

Steps to recruitment

2.  Make recruitment short and simple

Steps to recruitment

2.  Make recruitment short and simple

Steps to recruitment

2.  Make recruitment short and simple

Should we do a double opt-in process?

4 Key Steps to Recruiting Your Own Research Panel

1. 

2. 

3. 

4. 

Determine recruitment channel(s)

Make recruitment short and simple

Send a profile survey after panel members join

Send a welcome email

Steps to recruitment

3.  Send profile survey

1.  Keep it short 2.  Make it personal and conversational 3.  Stick to the basics; you can collect

more later 4.  Don’t be afraid to ask some fun

questions

4 Key Steps to Recruiting Your Own Research Panel

1. 

2. 

3. 

4. 

Determine recruitment channel(s)

Make recruitment short and simple

Send a profile survey after panel members join

Send a welcome email

Steps to recruitment

4. Send a welcome email

1.  Remind them why they joined 2.  How to earn incentives 3.  Express how the panel will help your

org 4.  Set expectations (how often you’ll

contact them, exclusive perks of being a panel member, etc.)

What advice would you give to someone who is building their own panel for the first time?

Q&A

chris@stone-olafson.com

braydona@qualtrics.com

Engage: 11 a.m. MDT tomorrow - tinyurl.com/qengage

Reward: 11 a.m. MDT thursday – tinyurl.com/qreward