Account Set Up

Payment Options
Types of payment options on the system: The difference is if you pay members Per Project, or move credits to their account- where they can request to be pa...
Mon, 29 Mar, 2021 at 7:01 PM
Validation vs No Validation
Validation is a panel specific setting that adds a human element between the Member sign ups to Member Confirmation. When a panel member joins your pane...
Mon, 29 Mar, 2021 at 7:01 PM
Translations/ Automatic Emails
There are many touchpoints with members in the system that are automated for you. When Panel Members join your panel- they receive a Confirmation Email ...
Mon, 29 Mar, 2021 at 11:59 PM
Panel Translations: Project Related Emails
Survey Email Invite - default invite template for this panel, used when inviting members to participate in a survey Congratulations Email - triggered e...
Tue, 30 Mar, 2021 at 12:00 AM
Panel Translations: Onboarding Emails
Panel Join Reminder - Members who registered at your panel but haven't confirmed their email address yet Membership Confirmation - Email sent after...
Tue, 30 Mar, 2021 at 12:00 AM
Panel Translations: Maintenance Emails
Password Reset - Email to Panel Member who requests a Password Reset Email Address Change - Email to Panel Member who changes their Email in Member Das...
Tue, 30 Mar, 2021 at 12:00 AM