Trusted globally as the leading panel management software, designed for your modern research needs. Import, sync, govern, and manage participants for both qualitative and quantitative studies—all within one platform.
Book a demoFrom SMS to email to calendar invites, personalize every touchpoint to reflect your brand, study goals, and consent requirements. Create a positive participant experience with built-in permission guardrails.
All Ethnio Enterprise licenses include domain verification (DKIM). Send emails from a custom domain created by your IT team and rest easy knowing they'll be delivered.
Send participant attributes, such as User ID and email, to integration platforms like Qualtrics or Usertesting.
Monitor every click, open, send, and bounce rate to fine-tune engagement for each panel segment or invite.
Panels, segments, groups, filters–organize participant cohorts tailored to your organization’s specific needs. Leverage advanced filtering options for precise targeting while ensuring data security and compliance through automatic consent, governance, and NDA management.
Construct filters from uploads (CSV, XLSX, or Google Sheets), data strings, or any screener question ever.
Nerd out with boolean logic between filters - include, exclude, and/or logic.
Add or edit tags for individual members or groups, and see those tags in Pool and throughout Ethnio.
Control team account access via SSO and improve collaboration with advanced tools for user roles, permissions, guard rails, panel access, and onboarding.
Control all users of your Ethnio account with specific permissions based on their roles and responsibilities.
Define roles for research ops, PMs, researchers, and everyone on your team to only see the data associated with their own studies.
Create custom onboarding flows for new team members with 1:1 training by Ethnio and a designated support rep.
Share potential participants with non-researchers to get their feedback with custom instructions, filters, and inputs, all while masking PII & PHI. Bring PMs, designers, engineers, or any other stakeholders into the participant selection process seamlessly with Ethnio’s share feature.
Restrict access to sensitive data and prevent unauthorized changes.
Empower your team to support researchers and democratize research requests.
Hide sensitive participant data to work closely with your compliance and privacy guidelines.
Consent your way, tracked always.
Create forms directly in Ethnio or integrate with DocuSign for signature blocks, checkbox consent, and formatted text.
Every type of consent, whether created within Ethnio or linked to an external consent form, is tracked per participant and has an expiration date.
Manage participant consent centrally with integrations, custom screeners, or double opt-ins to protect participant privacy throughout your research workflow.
Build detailed participant profiles by collecting data from every research interaction. Leverage insights from screeners, surveys, incentive history, and email engagement to identify ideal candidates for future studies.
Simplify team collaboration and future studies with saved and shared segments.
Drive engagement with that magical personal touch. Customize wording, variables and email fields.
You gotta love the real time updates. As responses roll in your segments and tags dynamically update.
Manage participant consent with customizable cool-down periods, opt-out rules, and safeguards to prevent over-contacting.
Document every participant interaction with zero manual effort. Including screeners, studies, incentives, emails, consent submissions, and more.
Provide participants with a personalized experience through branded emails and offer multiple sign-up pages for opting into research studies.
Automatically qualify or disqualify panelists based on screener responses, or opt for manual reviews as needed.
Recruitment features, such as random sampling, cover all areas of your database, promoting thorough and unbiased research.
Streamline operations and save time by updating thousands of panelist properties with just a few clicks.
Save time with smart automations that add tags or trigger emails based on screener question conditions. Think of these efficient workflows as your extra teammate.
Think Zaps for your research stack, but more secure. We said no to Zapier due to privacy concerns...so we built our own.
Your way is the Ethnio way. Organize studies according to your workflow and requirements.
Prioritize participant well-being, data privacy, and ethical standards in research with Ethnio.