The document is a webinar overview focused on panel management, detailing goals such as enhancing research productivity and survey response rates. It provides strategies for recruitment, profiling, engagement, and rewards for panel members. Key best practices include simplifying participation, personalizing interactions, and establishing a consistent contact frequency.

1. ©2014Qualtrics
Panel Management
Recruit. Engage. Reward.

2. SLIDEONE|SWAGFORGRABS
Win Some Swag
Right Now
!nyurl.com/swagquiz

3. SLIDETWO|OVERVIEW
Housekeeping Items
This webinar is being recorded. You will receive a copy of the recording.
To join the conversation on Twitter, use #q_webinar
Chat in your questions and we’ll address them during the Q&A section.

4. SLIDETHREE|INTRODUCTIONS
Introductions
Andrew Peterson Braydon Anderson

5. SLIDEFOUR|TODAY’SGOALS
Goals for Today
Discuss the Panel Management Process
Share Tips & Best Practices
Highlight Relevant Qualtrics Functionality

6. SLIDEFIVE|WHYPANELMANAGEMENT
Why recruit and manage a panel?
Increase your research productivity.
Decrease the turnaround time on projects.
Get higher survey response rates.
Build a rich profile about each panel member over time.
Save money.

7. SLIDESIX|QUANTVS.QUAL
Quant Panel vs. Qual Community
Choose The
Best Strategy
for Your Goals
Quantitative
Panel
Qualitative
Community

8. SLIDESEVEN|TARGETAUDIENCE

9. SLIDEEIGHT|RECRUITMENT
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

10. SLIDENINE|RECRUITMENT

11. SLIDETEN|RECRUITMENT

12. SLIDEELEVEN|RECRUITMENT

13. SLIDETWELVE|PROFILING
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.

14. SLIDETHIRTEEN|PROFILING

15. Engagement
SLIDEFOURTEEN|ENGAGEMENT
Tips and tactics for increasing panel member engagement.

16. SLIDEFIFTEEN|EASEOFPARTICIPATION
1. Make it simple and easy to participate.

17. SLIDESIXTEEN|PERSONALIZATION
2. Personalize each interaction as much as possible.

18. SLIDESEVENTEEN|RECIPROCATION
3. Help panel members see the impact of their feedback.

19. SLIDEEIGHTEEN|TARGETING
4. Target intelligently based on past interactions.

20. SLIDENINETEEN|CONTACTFREQUENCY
5. Establish a cadence and control contact frequency.

21. SLIDETWENTY|REWARDS
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.

22. SLIDETWENTY-ONE|REWARDS

23. SLIDETWENTY-TWO|REWARDS

24. “
Case Study
SLIDETWENTY-THREE|CONCLUSION
For us, it’s all about frequency and speed. With Qualtrics,
we cut our workload in half, while tripling the amount of
research we can do.
Paul Elliott
Senior Director, Research & Testing

25. Learn More
SLIDETWENTY-FOUR|LEARNMORE
tinyurl.com/learnmoreaboutpanelmanagement