Build a new customer panel | Experience Community

gregcabrera · 2025-01-23T15:22:45+00:00

Hi everyone, I read through some previous posts, some are a bit dated >5 years and others a bit too narrow. My goal is to build a new panel using Qualtrics Audience Management. We’ve decided to use a create a new directory to keep the panel isolated from current directory (which are mostly transactional surveys). As I understand the high level steps involved in establishing a panel, it would involve: Create new directory Configure panel using Audience Management widget Upload a list to new directory Add a research project (survey) - include opt-in question at end of survey (Alternate to 4) - use pre-configured sign up survey in Audience Management Configure workflow to use embedded data field (“Yes, I agree to join panel...”) Send a welcome questionnaire for joining the panel via workflow Start engaging opted in panel members in research activitiesIs that generally the steps? Any tips or tricks to build engagement? Any challenges that folks have run into starting up the panel? Thank you in advance! Greg

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