Panel Management with Ethnio Pool
EnterpriseBuild 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.
Book a demoMaximize 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.
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.
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.
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.
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.
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.
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.
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.
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.
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
VIP Customer Tag
Weekly Import
Opt in Tag
Privacy Notice Email
Data Retention Tag
Opt outs Import
Employee Tag
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.
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 studiesGovernance
Prioritize participant well-being, data privacy, and ethical standards in research with Ethnio.