Enhanced Panel & Invitation Management
Better tools for sourcing, tracking, and managing research participants.
Great research depends on great participants. Finding the right people, inviting them efficiently, and tracking who's completed what—this operational work is often the most time-consuming part of running studies.
We've rebuilt our panel and invitation management system to make this work faster and more transparent.
Redesigned invitation system
Every participant invitation is now tied to a specific sourcing run. This means you can see exactly where each participant came from, when they were invited, and how they progressed through your study.
The new invitation flow:
- Source participants: Run a search to find people matching your criteria
- Review and select: Browse profiles and select who to invite
- Track automatically: The system tracks invitation → acceptance → scheduling → completion
You'll never lose track of where a participant came from or why they were selected.
Interactive map view
For studies where geography matters—local services, regional products, market-specific research—you can now visualize your panel on an interactive map.
See at a glance where your participants are located, identify coverage gaps, and ensure you're getting diverse geographic representation.
Richer participant profiles
Participant profiles now include more demographic and qualification data. When reviewing potential participants, you can see:
- Basic demographics (where provided)
- Qualification answers from screeners
- Past study participation and performance
- Communication preferences
This context helps you make better decisions about who to invite and how to approach them.
Internal dashboard
A new internal dashboard gives you a bird's-eye view of study health:
- How many invitations are pending vs. accepted
- Conversion rates at each stage of the funnel
- Participant flow over time
- Bottlenecks that need attention
This is particularly valuable for large studies where you need to monitor progress and adjust sourcing strategy on the fly.
Streamlined workflows
We've reduced the number of clicks required to go from sourcing to interview. Common actions like "invite selected participants" or "send reminder to pending" are now accessible directly from the panel view.
The goal is simple: spend less time on logistics and more time on research.
