One central database for all your research participant interaction. Upload a CSV or dynamically sort and filter segments based on screener responses, incentive payment history, and much more.
See every type of activity for a given participant across all studies, screeners, uploads, and sources. Track your participants across multiple studies, surveys, incentives, and every point of communication. This means when anyone from your team schedules or pays a participants, it will show up here. Covering:
Easily construct filters from any screener question ever, or any CSV upload ever. Add boolean and/or logic, and save the whole thing as a Segment for easy future use.
Easily save any combination of filters for you or your team to use. They update dynamically, so within seconds of someone filling out a screener or uploading a CSV, if they match your segment criteria, they will appear.
You can use anything from a global research opt-in page to a recruiting agency to an existing Qualtrics survey to an Ethnio web intercept. See all those sources in one place. Using email as the unique identifier, Pool tracks and unifies all responses and opt-outs in one place.
House and manage your research panel with flexible workflows for your researchers, stakeholders, and vendors, all while staying in compliance for your organization and industry. Go, re+ops, go.
Send emails to pool members from a segment or selection and personalize every aspect. You can even choose a random subset, or the first block out of any selected group.
Pool tracks every type of activity in other parts of Ethnio and lets you filter and segment based on any past scheduling, incentive, or screener response data.
You probably have multiple sources of opt-ins, maybe some in Qualtrics, maybe a global research sign up form, and maybe some from a recruiting vendor. Get them all in one place and tracked.