Panel Management with Ethnio Pool

Absolutely. Ethnio’s panel management software is engineered to support small and large-scale research operations and diverse panel requirements. It is built to manage growth in data and user activity, meeting the ongoing needs of large teams overseeing hundreds of studies and extensive participant pools.

Our panel management solution features advanced performance management and team-based workflows, optimizing collaboration across research projects. You can ensure precise segmentation and dynamic updates with customization options, including tailored intercepts and screeners across 30+ targeting variables. Integration with essential tools like Zoom, Outlook, and Google Calendar streamlines research processes, boosting operational efficiency across large teams.

Additionally, Ethnio supports various panel types—general, specialized, and ad-hoc—ensuring that your panels remain current and relevant for targeted recruitment strategies and research at scale.

Absolutely. Our user research CRM integrates with the tools research teams rely on, including Outlook, Google Calendar, DocuSign, Zoom, and Slack. Additionally, our powerful API and webhooks enable seamless two-way data sync with any CRM.

Data handling is streamlined through automatic import/export with CSV and Google Sheets, reducing manual entry and enhancing accuracy. For privacy and compliance, integrations with tools like Transcend automate GDPR and CCPA processes, including user opt-outs based on their email address and data erasure(DSRs).

Ethnio also integrates with visitor management systems (VMS) to send participant consent and approval to front desk check-ins, streamlining the research process and reducing manual admin tasks.

We also offer support for custom integrations. Simply reach out, and our dedicated support team, supported by detailed developer documentation, will assist you. By connecting your preferred tools to your participant database, you can maintain your favorite methodologies and tools with your own real users, ensuring minimal disruption to your existing workflows and a seamless integration into your research stack.

At Ethnio, protecting your data is our top priority. We implement robust security measures to protect participant data, including advanced encryption for data in transit and at rest, SOC 2 certifications, and adherence to major data protection regulations like GDPR, HIPAA, and CCPA.

Customer data is stored in AWS US West (Oregon), a SOC 2 Type 2 accredited data center, and we have achieved SOC 2 Type 1 certification from A-LIGN. Regular security audits and detailed documentation on data breach response protocols further ensure that your sensitive data is protected.

To prevent unauthorized access, we support two-factor authentication (2FA).

Conduct research with confidence, knowing that your data is securely protected. For additional details on our security practices and compliance features, please visit Ethnio Security.

Ethnio centralizes your entire recruitment process into a single, easy-to-use platform. Gain complete control over every stage—from participant recruitment and onboarding to incentive distribution—eliminating the need for multiple systems and third-party platforms.

Import participant data from various sources, including global opt-in pages, recruiting agencies, marketing databases, customer opt-in pages, and tools like Qualtrics and Salesforce. Ethnio supports participant lists in multiple formats, such as CSV and Google Sheets, allowing for dynamic filters and segments to target participants based on custom attributes, survey results, and engagement history.

Onboarding is streamlined with customizable workflows for registration, consent collection, and initial engagement for smooth integration of new participants. Incentive management is flexible, with options for monetary compensation, gift cards, and other payment methods tailored to participant preferences and study needs.

Additionally, features like opt-out management and participant history tracking ensure compliance, helping you adhere to data protection regulations while managing the recruitment process end‑to‑end.

We understand that a successful transition involves more than just features. We’re here to support you throughout the implementation process and beyond, ensuring you fully leverage the platform to run research at scale. From the start, our team provides personalized one-on-one onboarding to facilitate a seamless setup. Our training sessions and resources equip your team with the knowledge needed to maximize Ethnio's capabilities. Once operational, you’ll have access to extensive support documentation and a dedicated customer success team ready to assist with any technical issues or best practices.