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© 2014 Qualtrics Panel Management Recruit. Engage. Reward.

Roundtable slides panel management best practices updated may 14 (2)

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Panel Management Recruit. Engage. Reward.

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NTRO

DUCT

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Introductions

Braydon Anderson

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| TOD

AY’S

GOA

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Goals for Today

Discuss the Panel Management Process

Share Tips & Best Practices

Highlight Relevant Qualtrics Functionality

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HY P

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Who knows what a research panel is?  

How many of you have your own research panel?  

How many of you want to start your own research panel?  

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HY P

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Status Quo

Request

Results

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HY P

ANEL

MAN

AGEM

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Status Quo

Request

Results

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| WHY

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ANAG

EMEN

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Status Quo

Request

Results

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| WHY

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Bliss

Request

Results

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Get a file of respondents from another team in the org.  

Purchase a sample from a third party.  

Relying on a third party to do all of your research for you.  

“Doing research now takes about two weeks and it would have

been at least four times as long had we taken it externally.”

- Alyssa Hayes

800 4 8,700 EMPLOYEES TEAM

MEMBERS USER

AIRCRAFTS

6,500 4x PANEL

MEMBERS MORE

RESEARCH

Having their own panel, Gogo

was able to get data faster.

They’re also able to do more

research because of how much

time and money they’re saving

by having their own panel.

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| WHY

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ANAG

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Status Quo

1,000 50 5.0%

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| WHY

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ANAG

EMEN

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Bliss

1,000 450 45.0%

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HY P

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Send the survey to everyone.  

Don’t know enough about respondents.  

These respondents haven’t agreed to taking your surveys.  

“My client’s typical response rate on customer surveys have been

10-12% and we are averaging 30% in our new Target Audience

panel – finally feeling like we are building a community of

customers to get feedback from on a regular basis.”

- Kara O’Brien

350 50% PRODUCTS SAVED

ANNUALLY

9,000 35-48% PANEL

MEMBERS RESPONSE

RATE

Having their own panel,

Schwan’s was able to get results

fast. They’d get a request on

Thursday, field the survey on

Friday, and have top line results

by Monday.

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Why recruit and manage a panel?

Decrease the turnaround time on projects.  Increase your research productivity.  

Get higher survey response rates.  

Build a rich profile about each panel member over time.  Save money.  

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ARGE

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Panel Management Process

Recruit Engage Reward

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ECRU

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Recruitment

Internal

ü 

ü 

ü 

ü 

Email Lists

Website Recruitment

Social Media

Point-of-Sale

ü 

ü 

ü 

ü 

External

Qualtrics

Lead Gen Vendors

Affiliate Networks

Ad Networks

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-ONE

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ROFI

LING

Profiling

Profiling Questionnaire Best Practices

ü 

ü 

ü 

ü 

ü 

ü 

Keep It Short. (e.g. 5-7 questions)

Personal. Conversational. Fun.

Stick To Basics. Collect More Data Later.

Remind Them About The Benefits of Joining.

Automate a Welcome Email Upon Completion.

Make Every Survey a Profiling Survey.

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| PRO

FILI

NG

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EWAR

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Engagement

Five Tips to Increase Panel Engagement

1. 

2. 

3. 

4. 

5. 

Make it simple and easy to participate.

Personalize each interaction as much as possible.

Help panel members see the impact of their feedback.

Target intelligently based on past interactions.

Establish a cadence and control contact frequency.

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ASE

OF P

ARTI

CIPA

TION

1. Make it simple and easy to participate.

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| PER

SONA

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TION

2. Personalize each interaction as much as possible.

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-SEV

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ECIP

ROCA

TION

3. Help panel members see the impact of their feedback.

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-EIG

HT

| TAR

GETI

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4. Target intelligently based on past interactions.

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-NIN

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ONTA

CT F

REQU

ENCY

5. Establish a cadence and control contact frequency.

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| SW

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RABS

Win Some Swag Right Now

"nyurl.com/qswag  

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| REW

ARDS

Rewards

Four Tips for Rewarding Panel Members

1. 

2. 

3. 

4. 

Start conservative.

Simplicity rules.

If you aren’t sure, ask.

Automate as much as possible.

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| REW

ARDS

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Learn More

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-TH

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| LEA

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tinyurl.com/panelmanagementguide