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docs: Best practices Panel Management (#7011)
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Harsh Bhat
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"xm-and-surveys/xm/best-practices/cancel-subscription",
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"xm-and-surveys/xm/best-practices/pmf-survey",
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"xm-and-surveys/xm/best-practices/quiz-time",
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"xm-and-surveys/xm/best-practices/improve-trial-cr"
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"xm-and-surveys/xm/best-practices/improve-trial-cr",
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"xm-and-surveys/xm/best-practices/research-panel"
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]
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}
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]
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docs/xm-and-surveys/xm/best-practices/research-panel.mdx
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---
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title: "Panel Management"
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description: "Build and manage your own research panel using Formbricks to collect profiling data, create targeted segments, and distribute personalized survey links to panel members."
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icon: "users-rectangle"
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---
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## Purpose
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A research panel is a pre-recruited group of participants who have agreed to take part in multiple surveys over time. Building your own panel enables you to:
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- Conduct research with a well-understood audience
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- Target specific demographics or user profiles
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- Distribute surveys quickly without recruiting new participants each time
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- Track participant engagement and responses over time
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## Formbricks Approach
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Formbricks provides all the tools you need to build and manage a research panel:
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- **Profiling surveys** to collect participant demographics and preferences
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- **Contact management** to store and organize panel member data
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- **Segments** to group participants by attributes for targeted research
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- **Personal links** to distribute unique survey links to specific panel members
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## Overview
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Building a research panel with Formbricks involves these key steps:
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1. Create a profiling survey to collect panel member information
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2. Export responses and prepare contact data
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3. Upload contacts into Formbricks
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4. Create segments to group panel members
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5. Create research surveys and distribute personal links
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## Step-by-step guide
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<Steps>
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<Step title="Create a profiling survey">
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Start by creating a survey to collect essential information about your panel members. This profiling survey should gather:
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- **Contact information**: Email, name, and any identifiers you need
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- **Demographics**: Age, location, occupation, etc.
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- **Preferences**: Product usage, interests, or other relevant attributes
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To create your profiling survey:
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1. Go to [app.formbricks.com](https://app.formbricks.com) and click **Create Survey**
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2. Choose a blank survey or start from a template
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3. Add questions to collect the data you need for segmentation
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4. Include a **Contact Info** question type to capture email addresses
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</Step>
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<Step title="Collect profiling responses">
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Distribute your profiling survey and collect responses from potential panel members. You can share the survey via:
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- Direct link
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- Email
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- Social media
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- Your website
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Wait until you have collected a sufficient number of responses to build your panel.
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</Step>
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<Step title="Download the responses CSV">
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Once you have collected responses, export them for processing:
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1. Navigate to your profiling survey's **Summary** page
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2. Click the **Download** button
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3. Select **CSV** format
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4. Save the file to your computer
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This CSV contains all the profiling data from your respondents.
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</Step>
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<Step title="Download the example contact upload CSV">
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To understand the required format for uploading contacts, download the example CSV:
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1. Go to the **Contacts** section in your project
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2. Click **Upload Contacts**
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3. Download the **Example CSV** to see the required column structure
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The example CSV shows you the format Formbricks expects for contact uploads, including required fields like email and optional attribute columns.
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</Step>
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<Step title="Map profiling responses to contact attributes">
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Transform your profiling survey responses into the contact upload format:
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1. Open both CSV files (responses and example template)
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2. Create a new spreadsheet matching the upload template structure
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3. Map each profiling survey question to a contact attribute column:
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- Email → `email` column
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- Name → `firstName`, `lastName` columns
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- Other answers → Custom attribute columns
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Example mapping:
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| Survey Question | Contact Attribute |
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|----------------|-------------------|
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| "What is your email?" | `email` |
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| "What is your name?" | `firstName`, `lastName` |
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| "What industry do you work in?" | `industry` |
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| "How large is your company?" | `companySize` |
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| "What is your job title?" | `jobTitle` |
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</Step>
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<Step title="Upload contacts to Formbricks">
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Import your panel members into Formbricks:
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1. Go to the **Contacts** section
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2. Click **Upload Contacts**
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3. Select your prepared CSV file
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4. Review the attribute mapping
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5. Complete the upload
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Your panel members are now stored in Formbricks with their profiling attributes.
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</Step>
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<Step title="Create segments for targeting">
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Group your panel members into segments based on their attributes:
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1. Go to the **Contacts** tab
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2. Click **Create Segment**
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3. Define filter conditions based on the attributes you collected:
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- Example: `industry` equals "Technology" AND `companySize` equals "50-200"
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4. Name your segment descriptively (e.g., "Tech SMB Professionals")
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5. Save the segment
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Create multiple segments for different research needs. Learn more about [Advanced Targeting](/xm-and-surveys/surveys/website-app-surveys/advanced-targeting) for detailed segmentation options.
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</Step>
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<Step title="Create a research survey">
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Now create the survey you want to distribute to your panel:
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1. Click **Create Survey**
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2. Design your research survey with the questions you need
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3. Configure survey settings as needed
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4. Publish the survey
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</Step>
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<Step title="Generate personal links for your segment">
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Distribute unique survey links to your panel segment:
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1. Navigate to your research survey's **Summary** page
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2. Click **Share survey**
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3. Select the **Personal Links** tab
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4. Choose the segment you want to survey from the dropdown
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5. Optionally set an expiry date for the links
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6. Click **Generate & download links**
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You'll receive a CSV file containing unique survey links for each panel member in the segment. Learn more about [Personal Links](/xm-and-surveys/surveys/link-surveys/personal-links).
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</Step>
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<Step title="Distribute your survey">
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Send the personal links to your panel members using your preferred method:
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- Email marketing platform
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- Direct email
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- SMS
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- Any other communication channel
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Each panel member receives their unique link, and their responses will be automatically attributed to their contact record.
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</Step>
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</Steps>
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## Benefits of this approach
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| Benefit | Description |
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|---------|-------------|
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| **Response attribution** | Know exactly who responded to each survey |
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| **Targeted research** | Survey specific segments without bothering others |
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| **Panel management** | Maintain a centralized database of research participants |
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| **Reusability** | Use the same panel for multiple research projects |
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| **Data enrichment** | Build up participant profiles over time with each survey |
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## Next steps
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- [Personal Links](/xm-and-surveys/surveys/link-surveys/personal-links) - Learn more about generating and managing personal survey links
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- [Advanced Targeting](/xm-and-surveys/surveys/website-app-surveys/advanced-targeting) - Explore detailed segmentation options
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- [Hidden Fields](/xm-and-surveys/surveys/general-features/hidden-fields) - Pass additional data into surveys via URL parameters
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