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Panel Management

Your participants, all in one place, in one panel

Import from CSV or your CRM, set eligibility criteria, apply custom screening rules, and segment your panel — all in one place.

Build Your Panel ↗Book a Demo
CSV + CRM
Import from any source
HubSpot
Native integration
Segments
Dynamic filtering
HHubSpotCRM SyncSFSalesforceContacts APICSVCSV UploadAny file formatMy Research Panel+ ImportEmailNameCityStatusJSjane@acme.coJane SmithLondonEligibleMRmike@beta.ioMike RossNew YorkEligibleALanna@corp.comAnna LeeBerlinPendingTKtom@delta.coTom KimTokyoEligibleSPsara@omega.ioSara PatelMumbaiEligibleShowing 5 of 1,247 participantsCRM INTEGRATIONSHHubSpotConnectedSFSalesforceConnectPPipedriveConnectSegments & FiltersWhereEmailcontains@acme+ Add filterSAVED SEGMENTSDDesigners, UK124EEnterprise, US89RRecent active342ELIGIBILITYAge 25-45 & Active 30d
Flexible import

Import participants from anywhere

Getting your data in shouldn't feel like a task. Upload, sync, and organize everything in one clean flow.

Import from anywhere

Upload CSVs or bring in data directly from your CRM

Map it your way

Match fields automatically or customize them as needed

Preview before you commit

See exactly what your panel will look like before importing

Keep everything in sync

Your panel stays updated as your data changes

Screening rules

Set eligibility criteria and screening rules

Define exactly who should be part of your study based on the criteria that matter. Whether it's demographics, behavior, or past activity, you stay in control of who qualifies.

Eligibility rules

Define exactly who should be part of your study based on the criteria that matter. Whether it's demographics, behavior, or past activity, you stay in control of who qualifies

Exclusion logic

Avoid reusing the same participants or including profiles that don't fit together. Keep your research clean, reduce fatigue, and make sure every study reaches the right mix of people

Flexible rule builder

Set up conditions in a way that feels intuitive, not restrictive. Combine multiple rules, adjust them as needed, and shape your audience without complexity

Custom attributes

Go beyond standard fields and use your own data points to refine targeting. From product usage to internal tags, everything can be used to define your ideal participants

Segments

Segment, filter, recruit instantly

Narrow down your panel using any combination of attributes, behaviors, or past activity. Build precise groups without having to clean data manually.

Advanced filters

Narrow down your panel using any combination of attributes, behaviors, or past activity. Build precise groups without having to clean data manually.

Save as segments

Create reusable groups that you can come back to anytime. No need to rebuild the same audience for every study.

Dynamic updates

Your segments stay up to date as new participants are added or existing data changes. What you define once continues to work in the background.

Shared and private control

Keep segments private for focused work or share them with your team when needed. Everyone stays aligned without stepping on each other's work.

Full control

Manage every participant in one view

See the full picture of every participant in one view. From basic details to study history, everything is easy to access when you need it.

Participant profiles

See the full picture of every participant in one view. From basic details to study history, everything is easy to access when you need it.

Search and sort

Find exactly who you're looking for in seconds. Filter, sort, and surface patterns without digging through spreadsheets.

Quick edits

Make updates directly without breaking your flow. Fix details, add notes, or update statuses as things change.

Study history

Track participation over time and avoid over-recruiting the same people. Keep your data fresh and your research reliable.

Get started

Build your panel in three steps

1

Import your data

Bring in participants from a CSV or connect your CRM in minutes. Your data stays structured, clean, and ready to use from the start.

2

Define your rules

Set clear eligibility and screening logic based on your needs. You decide who gets in, who doesn't, and how precise your targeting should be.

3

Start recruiting

Create segments, invite participants, and launch your study. No back-and-forth, no manual tracking, just a smooth flow from setup to research.

1,247 participants. Infinite segments. One panel.

Build your research panel with participants from your CRM, CSV, or any data source. Manage, segment, and recruit — all from one place.

Build Your Panel ↗Talk to an Expert

Frequently Asked Questions About Panel Management

How do I import participants into my panel?
You can upload a CSV file with participant data — our column mapper lets you match CSV headers to panel fields like Email, Phone, Date of Birth, Gender, City, and Education Level. You can also add custom attributes from your CSV headers. Alternatively, sync participants directly from your CRM (HubSpot, Salesforce, and more).
What CRM integrations do you support?
We have a native HubSpot integration that syncs contacts directly into your panel. We also support other major CRM tools including Salesforce, Pipedrive, and custom integrations via our API. Your CRM data stays in sync so your panel is always up to date.
What are eligibility criteria?
Eligibility criteria let you define who qualifies for your studies. Set rules based on demographics, past participation, custom attributes, or any panel field. Only eligible participants receive study invitations, keeping your data clean and your participants engaged.
How do custom screening rules work?
Custom header screening rules let you filter participants using any field in your panel — including custom attributes imported from your CSV or CRM. Build rules like 'Where [Job Title] contains [Designer]' or 'Where [Last Active] is within [30 days]'. Stack multiple rules for precise targeting.
Can I share panels with my team?
Yes. When creating a panel you can choose to share it with your entire team or keep it private. Shared panels let everyone on your research team recruit from the same participant pool. Segments can also be shared or kept private.
What are segments and how do I use them?
Segments are saved filter combinations that let you instantly access a subset of your panel. For example, save a segment for 'Designers in London aged 25-34'. Segments update dynamically — as new participants match your criteria, they appear automatically. You can create shared segments for your team or private ones for your own use.

Explore more recruitment options

Panel management works best alongside our other recruitment and research tools.

Internal Recruitment →External Recruitment →RecruitX →

Your participants. Your panel. Your rules.

Import from CSV or CRM, set eligibility criteria, create segments, and start recruiting — all in under 5 minutes.

Get Started →
Free consultation - No commitment