Internal Research Panels: Streamline and Scale Recruitment

Course Curriculum

What Pain Points Do Internal Research Panels Solve? (3 Lessons, 14 min)

• Course Overview & Downloads
• How Could a User Panel Benefit You?
• Case Study: Issues That Caused Me To Build a Research Panel

Creating a Plan (3 Lessons, 44 min)

• Making a Strong Business Case for Building a Panel
• How to Identify Panelist Requirements
• What Should Your Panel Be Capable Of (at a Minimum)?

Choosing Your Tools and Setup (3 Lessons, 36 min)

• Lola’s Research Panel Shopping List
• Types of Panel Management Tools
• AI and Automation in Panels

Growing Your Panel (2 Lessons, 43 min)

• Where to Find Your Panelists
• Creating Your Opt-In Form

Maintenance and Governance of Your Panel (5 Lessons, 61 min)

• Defining Rules for Panel Use
• Creating Your Panel Request Form
• Study Invitation Emails: Recommendations and Examples
• How Many Panelists Should You Invite to Studies?
• Help Wanted! Becoming the Panel Owner

Maintaining Your Panel Health (5 Lessons, 53 min)

• Maintaining Participant Motivation
• Tracking Panelist Engagement
• Tracking Panel Representativeness
• Watch Me Conduct a Panel Health Audit
• Conclusion