Pool (Enterprise Only)

Fantastically detailed panel management

Fantastically detailed panel management

Fantastically detailed panel management

One central database for all your research participant interaction. Keep track of all your participant activity and dynamically sort and filter particpants based on any activity recorded in Ethnio.

  • Upload a CSV, use opt-ins, or screeners
  • Personalized email distributions
  • Dynamic segments and tags

Track interviews, screeners, spending, and more

Track interviews, screeners, spending, and more

Review every type of activity with your participants across all studies, screeners, uploads, and sources—keep a record with every point of communication.

  • Incentive spending
  • Completed interviews
  • Email history

Advanced filters & tags

Advanced filters & tags

Construct filters from CSV uploads, data strings, or any screener question ever. Add boolean logic between filters and save everything in your segments.

  • Intuitive filters that isolate subset of data
  • Include, exclude, and/or logic
  • Keep organize with tag managment

Dynamic segments

Dynamic segments

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.

  • Collaborate online
  • Label and organize segments across teams

ResearchOps and team workflow

House and manage your research with flexible workflows for your researchers, stakeholders, and vendors.
Go, re+ops, go.

Personalized email distributions

Personalized email distributions

Send emails from pool and personalize every aspect. Create blocks of content with clear structure for all clients and devices and get the highest possible engagement.

  • Create emails using the HTML or drag & dop editor
  • Send to 3rd party URL
  • Track opens, clicks and bounce rates

Save tons of time with Automations

Save tons of time with Automations

Save a ton a time by creating automations that add tags or send emails based on screemer question conditions.

  • Run multiple automations at once
  • Lock automations across teams
  • Test your automation before activating

Rules for governance

Rules for governance

Mange how your team uses participant data to contact and schedule. Use account permissions to setup rules for incentive limits, opt-out management, tags, no-shows, and cool down-periods.

  • Specify conditions with emails and limits
  • Lock rules accross team members

Adding participants & managing opt-outs

Adding participants & managing opt-outs

Upload participants from all your possible data sources—anything from a global research opt-in page to an existing external survey, or Ethnio intercept. Manage and track all those sources in one place.

  • Upload your own list of participants via CSV
  • Import opt-outs from any external tool