Pool participant detail
This is the central place for the entire history of any given respondent or participant's history with your research team and your participant Pool. All studies, uploads, intercepts, scheduling, and incentive data automatically flows into this page, and it's built with an additive / non-destructive data model that supports multiple uploads and interactions. That means you can have the same person (unique by email) be uploaded dozens of times, fill out screeners or intercepts with different teams, and the newest data or "sources" will be at the top, with all their entire history going down towards the bottom. Key items on this page:
- Identifiers and attributes
- Studies
- Incentives
- Activity feed
- Notes
- Segments
- Tags
Editing the name or email of a participant ✏️
From the left sidebar, rollover any of the following items to edit key information about a participant:
- Name
- Primary email
- Additional emails including making any of these emails the primary email
- Identifiers are also editable here, which is any attribute you setup in your panel to uniquely identify participants
Editing everything else 🏷️
You can also edit answers to any past study or screener questions from this page, as well as edit attributes from any source. You'll also notice the following:
- Notes
- Tags
- Segments
- Permanent Notes with markdown where you can leave notes.
Everything you see on this page can be filtered or segmented back in Pool. If someone is Opted Out, you'll see a skull and crossbones here.