Recollective Connect is a new product from Recollective Inc. that expands our industry-leading qualitative research platform into a truly unique community panel management solution. With Recollective Connect, you can:
Engage thousands of panelists over the long term
Integrate your preferred survey tool
Establish and nurture a vibrant, always-on community
Launch rapid qual studies with your panelists
We recommend you get started by watching our pre-recorded Site Administration training webinar. After watching the webinar, you can refer to this setup guide as an outline to help you launch your Connect site.
If you do not currently have a Connect license and you would like more information, please contact us at: [email protected]
Configure your Recollective Site Settings
You can customize everything from the appearance of your site to the end user agreement panelists must accept.
ℹ️ Note:
📍 Go to Site Administration > Site Settings
We recommend familiarizing yourself with all of the Utility, Configuration, and Administration settings. The following are some of the most important settings that will impact how your panelists interact with your Connect site:
Subscription - From the Subscription area, you can verify your Participant Access start date. Participant Access must be live on the site for panelists to log in, register an account, and visit your Connect Dashboard and other home page(s).
Basic Settings - Enable additional languages and verify the Site timezone (subscription start and end dates are tied to the overall site timezone).
Agreements - Agreements are statements that end users are prompted to accept prior to accessing the site. They are typically configured to limit legal liability, such as logging acceptance to the Terms of Use and consent to personal data collection.
Account Settings - By default, panelists will be allowed to edit their own account details (such as first name, last name, username, etc.) You can disable any fields you do not want your panelists to be able to edit.
Invite other Admins to your Connect Site
You can invite other Admins to join, up to the limit defined on your Connect license. Admin is a user group that includes three distinct roles: Analyst, Moderator, and Client.
Analyst is the highest level user role. Analyst's have access the Site Administration area and can make changes to the site.
Moderators only have permission to access and edit assigned studies. If you are not running any qualitative studies on your Connect site, you likely won't have any Moderators.
Clients have limited, view-only permissions. Clients cannot access the Site Administration Settings, Panelists, or Admins areas.
ℹ️ Note:
📍 Go to Site Administration > Admins
Invite New Admins - Analysts can invite new Admins to join the site via an email invitation.
Customize your Connect Dashboard
All sites start with a default Home page titled Dashboard. The default layout of the Dashboard page only displays a single Studies Card, but can be further customized as desired.
ℹ️ Note:
📍 Go to Site Administration > Dashboard
Site Pages - Learn how to customize your Dashboard and create multiple Home pages
Linking to External Surveys - Display a Prompt Profile Field on a Home page card to link panelists to external surveys.
Preview your Connect site from a panelists perspective
Previewing your Connect site is an essential step to ensure accurate visibility logic and that the overall look matches your desired setup.
ℹ️ Note:
📍 Go to your Profile Icon > Preview Mode
Site Level Preview Mode - Allows you to preview your entire site from the perspective of a panelist. You will also benefit from testing any Segment logic that you have applied to Home pages and/or Home page cards.
Add panelists
ℹ️ Note:
📍 Go to Site Administration > All Panelists > Bulk Import
Bulk Import - Bulk Import is an easy way to add or update a large number of Panelists in a single step using only a single Excel spreadsheet.
If you want to invite your panelists to log in and interact with your Connect site, you can do so by sending an Email Broadcast. Remember, Participant Access must also be live on your site for panelists to log in. If you are using your Connect site simply to store panel data, you don't need to follow this next step.
Email Broadcast - Send an Email Broadcast to a group of panelists or Administrators on your site. By default, email broadcast messages will include an Enter button. This button will automatically log users into their account on the platform.
That's it, your Connect site is now live!
📌 Note:
🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at [email protected].