The Pool, as in pool of research participants, allows you to perform the same kind of complex panel management tasks as a CRM, but all focused on research workflow. You can upload existing lists of participants as a CSV, create filters and segments, send email distributions, schedule participants, pay them incentives, and perhaps most importantly track and set rules for all interactions with your participants across your whole team and all studies. Please note as of now it's only available for Enterprise customers.
1. Upload CSV & Mapping Columns
You can upload a regular list or opt-out list, and map columns to the rest of your pool. This means if you have 10 team members all uploading different spreadsheets with a "Number of Cats Owned" column, you can all set filters and see data across all sources.
2. Set Filters and Columns
3. Send Email Distribution
Start with selecting the members of your pool you'd like to email, then edit your sender, content, and save multiple templates for different types of outreach. We'll show you any hidden or opted-out participants
3 Then you get to see the number of opens, clicks, bounces, etc.
4. Logic, Segments, & Pool Rules
There are a number of ways to save segments and specify rules for how often your participants are allowed to be contacted across all channels, team members, and studies. The coolest is pool rules:
5. Participant History
At the heart of pool is a record of every interaction with a given participant. Have they been emailed, paid, contacted, opted out, etc