Panellist Relationships

Panellist Relationships

Introduction

Panellists rarely take part on their own. Households share an address, parents sign up their children, and pet food panels involve both the pet and the person who gets paid. Panellist relationships let you record these links directly in EyeQuestion, so your team always knows who belongs together.

This article explains how relationships work, how to set them up on the Edit Panellist page, and how they appear in the Reward Export. This functionality is meant for panel managers who maintain panellist profiles.

Overview

You can link panellists to each other, for example a parent and child, a pet and its owner, or two siblings. Relationships are managed on a new Relationships tab of the Edit Panellist page.

This helps you:

  • See at a glance who belongs to the same household when a panellist contacts you.
  • Pay the right person, for example the owner rather than the pet, by including relationship data in the Reward Export.

How it works

A relationship always links two panellists and describes the link in both directions. For example, if Anna is the owner of Max, the relation is Owner and the reverse relation is Pet. The relationship shows on the Relationships tab of both panellists.

Rule

What it means for you

Two directions

Each relationship has a relation and a reverse relation, such as Parent / Child, Owner / Pet, Spouse / Spouse, Sibling / Sibling or Guardian / Dependent.

Optional comment

Add a comment to give context.

Automatic cleanup

When a panellist is deleted, all of their relationships are deleted too.

Manage relationships

Assign a relationship

  1. Open the panellist and go to Edit Panellist > Relationships.
  2. Click Assign Relationship.
  3. Search for and select the other panellist, then click Next. Only panellists on the current site appear.
  4. Choose the relation and the reverse relation.
  5. Optionally add a comment, then save.

The new relationship appears on the Relationships tab of both panellists.

Edit a comment

  1. Go to Edit Panellist > Relationships.
  2. Edit the comment on the relationship and save.

Delete a relationship

  1. Go to Edit Panellist > Relationships.
  2. Delete the relationship. It is removed for both panellists.

Relationships in the Reward Export

The Rewards Accounting Export now includes relationship data, so your team can see who a reward is linked to without checking profiles one by one. 

FAQ

I can't find the panellist I want to link. Why? You can only link panellists on your active site. Check that you are on the right site and that both panellists are registered there.

What happens to relationships when I delete a panellist? They are deleted automatically, including when you bulk-delete panellists from Manage Panellists.