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Optimize: Take Control with Panel Automation and Integration


View the recording here


As your panel continues to grow in size and more surveys come into the fold, it’s time to consider ways to manage your panelists and the data collected more effectively.

The ability to scale your operations can establish a significant competitive advantage and raise the bar of the quality of your community. Minimizing time consuming and repetitive tasks can help squeeze out operations costs and simplify the management of your research activities.

In this video, you’ll get a glimpse of how you can:


  • Automate time consuming tasks through management dashboards
  • Trigger surveys automatically which the respondent will receive based on their profile and characteristics

  • Integrate your research output into operational CRM systems

  • Save time with automated data cleansing and export routines, speeding your time to deliver actionable results

  • With automation and integration, you can now focus less on operational details and more on delivering results, and expanding your business.

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