Audiences and respondent management

Create and manage audiences to organize respondents across your surveys.

The Audiences page lets you build named audiences of respondents, create synthetic personas or add real respondents, and track their survey participation. Use audiences to organize panels, manage recruitment, and reuse personas across multiple studies.

audiencesrespondentspanelsmanagement10-15 minutesIntermediateResearchersProduct teamsPanel managers

Steps

  1. Open the Audiences page
    Click Audiences in the main navigation sidebar to access the respondent management dashboard.
  2. Create an audience
    Click New Audience to create a named group. Audiences help you organize respondents by study, demographic, or any criteria you choose.
  3. Add respondents
    Add respondents in three ways: Synthetic personas (AI-generated profiles for testing), Real respondents (with email, phone, external ID, source, and notes), or CSV import (bulk upload from a spreadsheet).
  4. Bulk import from CSV
    Click Import CSV to open the 5-step import wizard: upload your file, map columns to respondent fields (name, email, phone, country, region, city, and custom fields), preview the data, configure the respondent type and audience assignment, then import in batches with a progress tracker.
  5. Filter and explore
    Filter respondents by type (synthetic, real, or imported), source, email status, response history, date range, and geographic location (country, region, city). Switch between Table view and Map view to see respondent distribution on a world map.
  6. Manage respondents
    Select respondents for bulk actions: move between audiences, merge duplicates, archive, or delete. Click a respondent to view their full profile including persona details, cross-survey participation history, audience memberships, and geographic data.
  7. Tag respondents with codes
    Assign colored codes (labels) to individual respondents from the Results tab. Codes are survey-scoped — each survey has its own set of codes. Create codes on the fly with a name and color, then toggle them on or off for any respondent. Codes appear as colored pills on the response detail panel and can be included in CSV and XLSX exports.
  8. Add comments to respondents
    Leave internal notes on any respondent from the Results tab. Comments are visible to your team, timestamped, and attributed to the team member who wrote them. Edit or delete comments at any time. The Audiences page shows a read-only comment count for each respondent.
  9. Merge and deduplicate
    Select multiple respondent records and click Merge to combine them into a single profile. The merge transfers all survey responses, audience memberships, and fills in missing fields from secondary records. Automatic deduplication also detects and excludes duplicate responses from the same respondent on a survey.

Audiences centralize respondent management across all your surveys. Create separate audiences for different studies, demographics, or recruitment sources.

Three respondent types are supported: Synthetic (AI personas for testing), Real (human respondents added manually or from panel providers like Prolific), and Imported (bulk-uploaded from CSV files).

The CSV import wizard auto-maps common column names (name, email, phone, etc.) and supports custom persona detail fields for unmapped columns.

The Map view shows respondent distribution on a world map, with color-coded markers breaking down synthetic vs. real respondents by location.

Respondent profiles track geographic data (country, region, city), contact info, source, participation history across surveys, and fraud scores.

Bulk operations let you efficiently manage large respondent pools: select multiple respondents to move, archive, or delete in one action.

Merge combines multiple respondent records into one primary profile, transferring survey responses and audience memberships. Automatic deduplication detects duplicate responses from the same respondent on a survey and excludes them from results.

Codes let you tag respondents with colored labels for categorization, filtering, and export. Codes are scoped per survey, so each study can have its own coding scheme. Create, rename, recolor, or delete codes from the response detail panel.

Comments let your team leave internal notes on respondents. Comments are timestamped and attributed, creating an audit trail. Use them to flag interesting respondents, note follow-up actions, or share observations with colleagues.

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