Panel Management with Ethnio Pool

Enterprise

Build the best panel for user research

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.

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Home Studies Pool Incentives Search Your participant pool 6,554,321 Panels All panels 6.5M Annual Cafe Spend 4.5k Drip Coffee 34k Seasonal Drink 876 Segments Awkward First-Date 986 Overly Caffeinated 352k Coffee Connoisseur 1k Quick find 4 filters Add filter Albert Flores Cameron Williamson Marvin McKinney Brooklyn Simmons Jenny Wilson Kristin Watson Floyd Miles Ralph Edwards Jerome Bell Jane Cooper Dianne Russell Jerome Bell Participant Full Name Tags Consent Your product usage data Today, 12AM Today, 12AM Today, 12AM Today, 12AM Today, 12AM Today, 12AM Today, 12AM Today, 12AM Today, 12AM Today, 12AM Today, 12AM Date Added Main Opted-In App +2 Main Opted-In Opted-In Cool Main Old V1 initial Opted-In V1 initial Opted-In Cool Main Main App Main initial App Main App NDA (Custom) NDA (DocuSign) Recording (Adobe Sign) NDA (DocuSign) NDA (DocuSign) NDA (Custom) Recording (Adobe Sign) Recording (Adobe Sign) NDA (Custom) NDA (DocuSign) Recording (Adobe Sign) Heavy user Light user Medium user Heavy user Light user Medium user Heavy user Medium user Medium user Medium user Light user Engagement Members selected Overall Engagement Bounced Opened Clicked Opened Study Invites 2796 55 Filters Segments New customers Heavily engaged customers Favorite participants Prospects Main V1 Opted-In App initial Tags Consent I agree to the above terms I, Lazaro Nolan, agree to provide feedback to Central Perk for a research project indefinitely. I agree to provide comments, suggestions, ideas, feedback, and any other required information. Ethnio form DocuSign Adobe Sign

Maximize participant conversion with personalized study invites

From 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.

Schedule time Ross from Central Perk Hi Andre,We're looking for participants to take part in a user interview and we think you'd be a great fit!If you're interested, all you need to do is follow this link to schedule a time that works for you. R Invitation to Book your User Research Interview To: Andre Benjamin Button Text Image Divider Spacer Study link Personalization Opt out link Font Family Font size Line Height Sans-serif 14 150 Text Link Button Button text Background Variables Pre-populated data Button behavior Global styles Layout Alignment

Perfect deliverability with DKIM/SPF

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.

Pass variables from your panel

Send participant attributes, such as User ID and email, to integration platforms like Qualtrics or Usertesting.

Track and optimize

Monitor every click, open, send, and bounce rate to fine-tune engagement for each panel segment or invite.

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The right audience, every time

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.

Annual Cafe Spend Morning Users Drip coffee Specialty Coffee Seasonal Drink Mug Shot Recognition Recent Purchasers Inactive Subscribers Late-Night Lattes Coffee Break Preferences Barista’s Choice Panels Overly Caffeinated The Regular Groups Completed NDA Completed Consent Filters Email Tags Profession Clicked a link + Add filter Contains: Barista After May 1, 2024 Any value Is empty How do you get spreadsheets? Pool column Condition 128 matches

Intuitive filters to isolate subsets of data

Construct filters from uploads (CSV, XLSX, or Google Sheets), data strings, or any screener question ever.

Build precise segments with ease

Nerd out with boolean logic between filters - include, exclude, and/or logic.

Stay organized with tag management

Add or edit tags for individual members or groups, and see those tags in Pool and throughout Ethnio.

Team access controls that literally rule

Control team account access via SSO and improve collaboration with advanced tools for user roles, permissions, guard rails, panel access, and onboarding.

Ross Geller rossgeller@centralperkcafe.com Collaborator Panel View Edit Customers Lawyers Guard rails for new studies From template From existing study Ross Geller rossgeller@centralperkcafe.com Collaborator Panel View Edit Customers Lawyers Guard rails for new studies From template From existing study Ross Geller rossgeller@centralperkcafe.com RG Researcher Panel View Edit Customers Lawyers Guard Rails Create from templates Create from existing studies Incentives Spending Limit Ross Geller RG $3000 Rachel Greene RG $10,000 Phoebe Buffay PB $7,000 Studies Template View Edit Study template #1 Study template #1 Study template #1 Lawyers Limit Pool Access 16 team members selected

Role-based permissions

Control all users of your Ethnio account with specific permissions based on their roles and responsibilities.

Maintain tight control & guard rails

Define roles for research ops, PMs, researchers, and everyone on your team to only see the data associated with their own studies.

Personalized training & onboarding

Create custom onboarding flows for new team members with 1:1 training by Ethnio and a designated support rep.

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Share participants according to your take on democratization

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.

Sa H Status Clicked through Atlanta / USA Confirmed time 2:00 PM IP 123.123.123.123 Yes Maybe Nope Ri K London / UK Status Clicked through Confirmed time 3:00 PM IP 243.196.180.13 Recruit Skip Flag Status Always visible Avatar Name Hidden Email Hidden Confirmed time IP Yes Turns green – signals inclusion Maybe Turns yellow – means maybe Nope Turns red – indicates exclusion

Enhanced data security

Restrict access to sensitive data and prevent unauthorized changes.

Designed for diverse roles

Empower your team to support researchers and democratize research requests.

Mask PII and PHI to support HIPPA

Hide sensitive participant data to work closely with your compliance and privacy guidelines.

Manage and track participant consent

Consent your way, tracked always.

Ethnio form DocuSign Research Consent I, Lazaro Nolan, agree to provide feedback to Central Perk for a research project indefinitely. I agree to provide comments, suggestions, ideas, feedback, and any other required information. I agree to the above terms Japanese Include translated consent Adobe Sign

Build or integrate with DocuSign

Create forms directly in Ethnio or integrate with DocuSign for signature blocks, checkbox consent, and formatted text.

Track consent expiration

Every type of consent, whether created within Ethnio or linked to an external consent form, is tracked per participant and has an expiration date.

Centralized consent module

Manage participant consent centrally with integrations, custom screeners, or double opt-ins to protect participant privacy throughout your research workflow.

Comprehensive participant profiles lead to better research

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.

Consent completed North America NDA Just now Completed an interview Study IRP Q1 Team Ted Rachel G 1 week ago Interview confirmed May 23, 2:00am Study IRP Q1 Team Ted 3 weeks ago Automatically tagged Study IRP Q1 Team Ted Opted In 1 week ago Stefani Joanne Angelina Germanotta Just a regular New Yorker who traded her meat dress for a million Grammys. Email stefani@interscope.com Job title IYKYK Participant ID 16874405 Tags Opted-In Favorites Leader Data-Driven Notes Stefani is known for big vocals and bigger heels. She has delivered work that has greatly influences the distribution of coveted metallic statues. Has a background as a singer, actress, philanthropist, dancer and fashion designer. Family Role: Spouse Number in family: 2 Attributes Imported via API Job title Email Location Time Zone Company size Legal Specialty Documentation Habits Security Awareness Segments Part of a panel Completed an Interview Sales Consent NDA North America Recording Data Handling and Use

Label and organize segments

Simplify team collaboration and future studies with saved and shared segments.

Personalized emails

Drive engagement with that magical personal touch. Customize wording, variables and email fields.

Dynamic segments and tags

You gotta love the real time updates. As responses roll in your segments and tags dynamically update.

Why do top research teams choose Ethnio for panel management?

Participant Consent

Manage participant consent with customizable cool-down periods, opt-out rules, and safeguards to prevent over-contacting.

Automate Panelist Activity

Document every participant interaction with zero manual effort. Including screeners, studies, incentives, emails, consent submissions, and more.

Boost Participation With Personalized Outreach

Provide participants with a personalized experience through branded emails and offer multiple sign-up pages for opting into research studies.

Configure Auto-Qualification Rules

Automatically qualify or disqualify panelists based on screener responses, or opt for manual reviews as needed.

Diverse Representation

Recruitment features, such as random sampling, cover all areas of your database, promoting thorough and unbiased research.

Bulk Edit Panelist Data

Streamline operations and save time by updating thousands of panelist properties with just a few clicks.

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Build powerful panel automations

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.

Panel Welcome Email

Added to Pool

No conditions

Send Pool email

VIP Customer Tag

All Screeners 124 questions

Answered:

Yes

Add tag:

VIP Customer

Weekly Import

Google Sheet

https://docs.google.com/spreadsheets/d/1JSaebJxnG-T2wr3T82DhRt9bIFazNEm8y14-px4oQtg/edit#gid=83484100

Add participants

Opt in Tag

401

Answered:

Yes

Add tag:

Opt in

Privacy Notice Email

All Screeners 544

Answered:

Yes

Send Pool email

Data Retention Tag

All Screeners 249 questions

Answered:

Yes

Add tag:

Data Retention

Opt outs Import

Google Sheet

https://docs.google.com/spreadsheets/d/1JSaebJxnG-T2wr3T82DhRt9bIFazNEm8y14-px4oQtg/edit#gid=83484100

Add opt out participants

Employee Tag

All Screeners 80 questions

Answered:

Yes

Add tag:

Employee

Automations are always secure

Think Zaps for your research stack, but more secure. We said no to Zapier due to privacy concerns...so we built our own.

Read more about security

Stages of studies that you customize

Your way is the Ethnio way. Organize studies according to your workflow and requirements.

Create study stages that map to your research ops workflow

The 10,000 foot view of your studies

Learn about studies
Assigned 12 Annual Cafe Spend James R. Main Opted-In 24K 1,5K 0 Specialty Coffee Antonia R. Opted-In Favorites 12K 1,5K 12 Drip Coffee Nick C. Secondary Opted-In +2 12K 1,5K 12 New 3 Coffee and Clicks Madison H. 12K 1,5K 12 Online Coffee Ordering Matthew Q. Main Opted-In 24K 1,5K 0 2024 Coffee Preferences Elizabeth G. 12K 1,5K 12 Cancelled 4 Coffee Packaging Jacob S. Main Opted-In 24K 1,5K Drive-Thru vs. Delivery Hannah S. Opted-In Favorites 12K 1,5K Morning Coffee Routines Benjamin R. Secondary Opted 12K 1,5K

Governance

Prioritize participant well-being, data privacy, and ethical standards in research with Ethnio.

1 month Never Anyone in a cool down period can’t be emailed Set rules & conditions Conditions Block the following Pool emails Scheduling emails after the last Pool email after completed an interview Any restricted tag blocks email Do not contact Advanced customers Anyone in a cool down period can’t be emailed 1 month Pool emails blocked Opted out members can’t be emailed 1 month Any restricted tag blocks email Do not contact Advanced customers Anyone in a cool down period can’t be emailed 1 month Pool emails blocked