Participants, lists and respondent management

Organize respondents into lists and track them across your surveys.

The Participants page lets you build named lists of respondents, add real respondents, and track their survey participation. AI personas live on the separate AI Personas page. Use lists to organize panels, manage recruitment, and reuse people across studies.

audiencesrespondentspanelsmanagement10-15 minutesIntermediateResearchersProduct teamsPanel managers

Steps

Open the Participants page
Click Participants in the main navigation sidebar to access the respondent management dashboard. AI-generated personas live under the separate AI Personas sidebar entry, which shares the same underlying respondent database.
Create a list
Click + New list to create a named group. Lists help you organize respondents by study, demographic, or any criteria you choose.
Add respondents
From Participants, add real respondents (with email, phone, external ID, source, and notes) or bulk-upload them via CSV import. Synthetic AI personas are created separately from the AI Personas sidebar entry, which shares the same underlying respondent database.
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.
Filter and explore
Filter respondents by type (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.
Manage respondents
Select respondents for bulk actions: Add to list, Merge duplicates, or remove them (real respondents are archived). Click a respondent to view their full profile including cross-survey participation history, list memberships, and geographic data.
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.
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.
Merge and deduplicate
Select multiple respondent records and click Merge to combine them into a single profile. The merge transfers all survey responses, list memberships, comments, and codes, and fills in missing fields from secondary records.

Lists centralize respondent management across all your surveys. Create separate lists 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 where your respondents are on a world map.

Respondent profiles track geographic data (country, region, city), demographic data (age, sex, nationality, ethnicity, student status, employment status), contact info (email, phone, LinkedIn URL), source, participation history across surveys, and fraud scores. Demographics can be imported via CSV with automatic source tracking.

Bulk operations let you manage large respondent pools: select multiple respondents to add to a list, merge, or remove in one action.

Merge combines multiple respondent records into one primary profile, transferring survey responses and list memberships. To stop the same person answering an open link twice, turn on Prevent Multiple Submissions in the survey's Privacy & Access settings (it works per browser).

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. Codes can be assigned manually, generated by AI (from qualitative analysis coding sessions), or promoted from AI-generated labels.

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.