Ideally’s Customer Panel feature allows you to reach up to 1,000 respondents from your own panel, while still benefiting from all the features you know and love.
Features
Easy test setup: Create your test in Ideally and generate a shareable link to distribute directly to your panel.
Research-reviewed tests: Ideally’s research team reviews every submission to ensure it aligns with research best practices.
Ideally insights: Ideally will summarise and theme your customer panel responses, just like any other test. You’ll receive the same clear visualisations you trust, saving your team valuable time.
Detailed Instructions
1. Create a test: Set up your test in Ideally as usual. On submission, click the dropdown arrow on the ‘Submit’ button.
2. Select respondent numbers:
Minimum: 400 respondents
Maximum: 1,000 respondents
3. Submit for approval: Once you click ‘Submit’, the test will be sent to the Ideally Research team for review and approval.
4. Receive your survey link: After approval, you’ll receive an email with a link to your survey, which can then be shared to your custom panel through your preferred distribution workflow.
5. Track responses: Follow the link to monitor progress on the surveying state page.
6. Closing the survey:
You can manually stop the survey run by clicking the ‘Close survey’ button once at least 400 responses have been collected.
Alternatively, the survey will close automatically once the target number of respondents is reached.
7. View results: After closing the survey, the results pages will become available, just like for any other Ideally test.
8. Sample indicator: The ‘Sample’ field on the Test Information panel will show whether a survey has been run on a customer panel.
Frequently Asked Questions
Q: Will demographic filters still be available on the customer panel results pages?
A: Yes, respondents will answer all the demographic questions typically included in Ideally surveys. This ensures all your filtering functionality remains available.
Q: Can I send a test to both my customer panel and a nationally representative (nat-rep) sample?
A: At present, a single test can only be sent to either your customer panel or a nat-rep sample. To test both, duplicate your test to ensure consistency across questions, and send each version to the desired sample.
Q: How much does it cost to send a test to my customer panel?
A: The cost of testing with your customer panel is consistent with our standard pricing for Ideally tests. Charges vary based on the number and type of questions included in your test.
Q: How do I share the test with my customer panel?
A: Upon approval, you will receive a shareable link. You can distribute this link to your respondents using any of your standard communication channels or distribution methods.