{"id":533,"date":"2025-04-17T07:03:25","date_gmt":"2025-04-17T07:03:25","guid":{"rendered":"http:\/\/localhost:8091\/general-setup\/"},"modified":"2025-06-30T12:53:54","modified_gmt":"2025-06-30T12:53:54","slug":"general-step","status":"publish","type":"page","link":"https:\/\/www.uxtweak.com\/help\/user-panel-setup\/general-step\/","title":{"rendered":"How to use General step to start setting up your User Panel Recruiting"},"content":{"rendered":"\n<p class=\"text-block\">This section covers how to use the General setup to:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Choose the title of your recruiting<\/li>\n\n\n\n<li>Select the study for recruiting<\/li>\n\n\n\n<li>Select the research topics<\/li>\n\n\n\n<li>Keep notes on recruitment<\/li>\n<\/ul>\n\n\n<h2 id=\"choose-the-title-of-your-recruiting\" class=\"heading-block\" tabindex=\"0\">Choose the title of your recruiting<a class=\"copy-link\" title=\"Copy link\" data-id=\"choose-the-title-of-your-recruiting\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Participants don&#8217;t see the recruiting title displayed anywhere<\/li>\n\n\n\n<li>Use a title that helps you identify the panel on the dashboard<\/li>\n<\/ul>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/image-12.png\" alt=\"General settings\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>General settings<\/h4>\n                                                    <p>Name your recruiting, choose the study you want to recruit for, and record any useful details in the notes.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"select-the-study-for-recruiting\" class=\"heading-block\" tabindex=\"0\">Select the study for recruiting<a class=\"copy-link\" title=\"Copy link\" data-id=\"select-the-study-for-recruiting\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">This is where you select the study that you wish to recruit for by using the User Panel. You can choose from the existing studies available in your team. More than one User Panel can be used to recruit for the same study.<\/p>\n\n\n\n<p class=\"text-block\">All UXtweak study types (except the Session Recording, which records data from actual users) can be selected for recruiting. You can select a study that is still just a draft. However, before you launch the recruiting, you will have to launch the study as well.<\/p>\n\n\n\n<p class=\"text-block\">The study type affects the price of your recruiting. Simpler studies, such as Survey, have lower prices of recruiting than the more complex studies, such as Website Testing or Prototype Testing, since more complex studies are more difficult for participants to understand and complete.<\/p>\n\n\n\n<p class=\"text-block\">After you place an order by launching your panel, we will conduct an audit of your study to make sure the study is set up correctly and that it doesn&#8217;t contain any prohibited content.<\/p>\n\n\n\n<p class=\"text-block\">The following types of content are prohibited in studies that use the User Panel for recruitment:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li><strong>Explicit, offensive, or illegal content<\/strong>&nbsp;&#8211; The contents of your study should be in line with what can be shown on daytime television.<\/li>\n\n\n\n<li><strong>Collection of personal information &#8211;<\/strong>&nbsp;For example, the panelists&#8217; names, email addresses, and IP addresses can&#8217;t be collected.<\/li>\n\n\n\n<li><strong>Recruitment&nbsp;&#8211;<\/strong> You cannot recruit panelists for any other activity aside from the study itself.<\/li>\n\n\n\n<li><strong>Topic mismatch<\/strong>\u00a0&#8211; Your study should match the panel topic. See\u00a0<a href=\"#select-the-research-topics\" data-type=\"internal\" data-id=\"#select-the-research-topics\">Select the research topics<\/a>.<\/li>\n\n\n\n<li><strong>Localization mismatch<\/strong>&nbsp;&#8211; Study messages must be in the same language as the native languages of the country that you selected in your panel or English.<\/li>\n\n\n\n<li><strong>Bad study design<\/strong>&nbsp;&#8211; A study may be rejected on the grounds of bad design (e.g., too many free-text questions).<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">In addition to the above, the following features will be automatically disabled in your studies for the respondents recruited by the User Panel.<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li><strong>Automatic finishing of the study either by date or number of participants<\/strong><\/li>\n\n\n\n<li><strong>Identification<\/strong><\/li>\n\n\n\n<li><strong>Password protection<\/strong><\/li>\n<\/ul>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/image1.png\" alt=\"Select a study for recruiting\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Select a study for recruiting<\/h4>\n                                                    <p>The study you select must be Active before you can launch the recruiting.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"select-the-research-topics\" class=\"heading-block\" tabindex=\"0\">Select the research topics<a class=\"copy-link\" title=\"Copy link\" data-id=\"select-the-research-topics\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">When creating your User Panel, you will be asked to select at least one of the following research topics to describe what your study is about:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Food, Groceries<\/li>\n\n\n\n<li>Education<\/li>\n\n\n\n<li>Finance, Banking<\/li>\n\n\n\n<li>Smoking, Tobacco<\/li>\n\n\n\n<li>Automotive<\/li>\n\n\n\n<li>Home<\/li>\n\n\n\n<li>Pets<\/li>\n\n\n\n<li>Health, Nutrition<\/li>\n\n\n\n<li>Travel, Hospitality, Tourism<\/li>\n\n\n\n<li>News, Media, Publishing<\/li>\n\n\n\n<li>Sports, Recreation<\/li>\n\n\n\n<li>Government, Politics<\/li>\n\n\n\n<li>IT<\/li>\n\n\n\n<li>Telecommunication<\/li>\n\n\n\n<li>Other<\/li>\n\n\n\n<li>Internet, E-commerce<\/li>\n\n\n\n<li>Gambling, Betting, Lottery<\/li>\n\n\n\n<li>Cosmetics, Personal care, Toiletries<\/li>\n\n\n\n<li>Fashion, Clothing<\/li>\n\n\n\n<li>Child, Parenting<\/li>\n\n\n\n<li>Beverages &#8211; alcoholic<\/li>\n\n\n\n<li>Beverages &#8211; non alcoholic<\/li>\n\n\n\n<li>Entertainment<\/li>\n\n\n\n<li>Shopping, Retail<\/li>\n\n\n\n<li>Work related, Human resources<\/li>\n\n\n\n<li>IHUT<\/li>\n\n\n\n<li>Electronics<\/li>\n\n\n\n<li>Healthcare<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">You may adjust the research topic later. Before you place your order, please select the topic (or topics) that fit your study best. The study topic is important for the participant selection process (to prevent our panelists from being oversaturated by too many studies on similar topics). A badly selected topic may lead to a delay in launching your recruitment until the problem has been fixed.<\/p>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/image3-1.png\" alt=\"Select the research topics\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Select the research topics<\/h4>\n                                                    <p>Select at least one topic that fits your study the best.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"keep-notes-on-recruiting\" class=\"heading-block\" tabindex=\"0\">Keep notes on recruiting<a class=\"copy-link\" title=\"Copy link\" data-id=\"keep-notes-on-recruiting\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\"><strong>The notes provide you with an opportunity to store additional information about the recruiting<\/strong>.<\/p>\n\n\n\n<p class=\"text-block\">Example uses for notes:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Details about targeting<\/li>\n\n\n\n<li>A current phase of the recruiting process<\/li>\n\n\n\n<li>Hypotheses you are trying to confirm with this batch<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">Your notes can be edited after you have started the recruiting process. The notes are not shown to the participants at any point.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This section covers how to use the General setup to: This is where you select the study that you wish to recruit for by using the User Panel. You can choose from the existing studies available in your team. More than one User Panel can be used to recruit for the same study. All UXtweak [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":193,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-533","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/533","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/comments?post=533"}],"version-history":[{"count":26,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/533\/revisions"}],"predecessor-version":[{"id":2749,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/533\/revisions\/2749"}],"up":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/193"}],"wp:attachment":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/media?parent=533"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/categories?post=533"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/tags?post=533"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}