Learn best practices for recruiting your own research panel.

1. Qualtrics
Panel Management
everything you need to do faster research
SM
Recruiting Your Research Panel

2. Qualtrics
Panel Management
SM
Introduction
Qualtrics Overview
Panel Management
Recruit
Q&A

3. SM
Braydon Anderson
qualtrics, marketing
Chris Ferneyhough
stone-olafson, partner
www.stone-olafson.com

4. 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

5. 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

6. What is Panel Management?
o People
o Opt-in
INCENTIVE COMMITMENT
o Surveys
o On-going Basis

7. Benefits of
having your
own Panel

8. Benefits of
having your
own Panel

9. Benefits of
having your
own Panel

10. Benefits of
having your
own Panel

11. Benefits of
having your
own Panel

12. Qualtrics Panel Management
SM

13. SM
Recruit Engage Reward

14. SM
Recruit

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

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

17. 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

18. Steps to
recruitment
1. Determine
recruitment
channel(s)
Transactional

19. Steps to
recruitment
1. Determine
recruitment
channel(s)
Website Intercepts

20. Steps to
recruitment
1. Determine
recruitment
channel(s)
Custom Landing Page
tinyurl.com/landingpagedemo

21. Steps to
recruitment
1. Determine
recruitment
channel(s)

22. Social Media
Steps to
recruitment
1. Determine
recruitment
channel(s)

23. In-Person
Join Our
Feedback Panel
Right Here.
Right Now.
Please provide the following
Steps to
recruitment
1. Determine
recruitment
channel(s)

24. 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

25. Steps to
recruitment
2. Make
recruitment
short and
simple

26. Steps to
recruitment
2. Make
recruitment
short and
simple

27. Steps to
recruitment
2. Make
recruitment
short and
simple
Should we do a double opt-in
process?

28. 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

29. 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

30. 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

31. 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.)

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

33. Q&A

34. chris@stone-olafson.com
braydona@qualtrics.com

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