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
SM
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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
Engage: 11 a.m. MDT tomorrow - tinyurl.com/qengage
Reward: 11 a.m. MDT thursday – tinyurl.com/qreward