Your Participants, Your Way

Build your own panel, tap into the Squid Panel, or do both. Automatic trickle invites and demographic balancing get you the right mix, every time.

Participants

Recruitment Methods

Build your own My Panels, or tap into the Squid Panel — with automatic trickle invites and demographic balancing to get the right mix of participants, every time.

My Panels

Build and manage your own participant panel with smart deduplication and CSV import. If your study needs more participants, automatic trickle invites pull from your panel and the Squid Panel to top up numbers. Demographic balancing ensures the best mix of participants are invited.

Invite via Link

Share a study link anywhere - email, social media, Slack, your website. Participants click and go. No login required for participants.

External Panel Sourcing

Source participants from external panel providers directly within your studies. Per-participant charge includes reward payment, so you don't manage payouts separately.

Invite by Email

Invite specific non-panel participants directly to video and diary studies. Ideal when you need named individuals for moderated sessions.

Squid Panel

Coming Soon Free for Subscribers

Access a growing global participant panel at no extra cost. Combined with your My Panels, automatic trickle invites recruit from both sources when a study needs more participants. Demographic balancing targets the best mix of participants for your research. No per-participant sourcing fees, no separate panel contracts.

Join the Squid Panel as a Participant →

Rewards

Participant Rewards & Wallet

Manage participant incentives directly in the platform with an internal wallet system. Rewards are pre-funded before the study starts and allocated to participant wallets after completion. Participants can log in to withdraw their rewards.

  • Internal wallet system for managing rewards
  • Pre-funded before the study begins
  • Allocated to participant wallets post-study
  • Participants log in to withdraw rewards
  • Internal panel participants - rewards funded by you
  • External panel participants - reward included in per-participant charge
  • Gift card payouts via Tremendous
Screenshot: Panel Dashboard
Privacy-First

Privacy Isn't a Feature - It's a Foundation

GDPR compliant by default. Participant privacy is built into every decision we make. Here's how we protect the people who make your research possible.

Built-in Messaging

Communicate with participants through our platform, not personal email. Researchers never need access to participant contact details.

Minimal Data

We only keep the data that's essential for your research. No unnecessary collection or retention of personal information.

Screening Data Purged

Screening responses are automatically purged after recruitment is complete. No stockpiling of candidate data.

Participant Control

Participants can opt out at any time. They control their data, their participation, and their communication preferences.

"Protecting participants protects your research."

Communication

Built-in Messaging

Built-in messaging means researchers never need access to participant contact details. Participants can only message the researchers handling the studies they have signed up to. Researchers can contact participants selected for video and diary sessions to chase up no-shows and handle rescheduling.

  • Researchers never see participant email addresses
  • Participants message researchers on their studies only
  • Researchers can contact video and diary session participants
  • Message team members and external client observers
  • Recipients get an email notification on the first message of the day
Screenshot: Messaging Interface

Frequently Asked Questions

Common questions about participant management in Insight Squid.

Build your own My Panels (import via CSV or sign-up form), share an invite link anywhere, source from external panel providers, or invite specific people by email. The Squid Panel (a free global participant pool) is coming soon. Automatic trickle invites pull from My Panels and the Squid Panel when a study needs more participants, with demographic balancing for the best mix.

The internal wallet lets you manage participant rewards directly in the platform. Rewards are pre-funded before the study starts and allocated to participant wallets after completion. For internal panel participants, you fund the rewards. For external panel participants, the reward payment is included in the per-participant charge. Participants can log in to withdraw their rewards via gift card payouts through Tremendous.

Absolutely. Insight Squid is GDPR compliant by default. We use built-in messaging instead of email, only keep essential data, automatically purge screening data after recruitment, and give participants full control over their information and participation.

Yes. Internal panels include a sign-up form for new participants. You can also import existing participant databases via CSV with smart deduplication. The system handles token-based access, so every participant gets a secure, unique identifier for study access.

We're working with external panel providers to offer seamless sourcing within Insight Squid. The per-participant charge includes reward payment, so you don't need to manage payouts separately. Check our pricing page for the latest provider information.

Researchers log in with email and password plus a one-time verification code, or using Google or LinkedIn single sign-on. Internal participants log in with their email and a one-time code - no password required.

When a study needs additional participants, the platform automatically invites suitable candidates from your My Panels and the Squid Panel until the study is full. The system uses demographic balancing to target the best mix of participants, ensuring your research captures diverse perspectives without you needing to manually manage the recruitment pipeline.

The built-in messaging system keeps all communication in one place without researchers ever needing access to participant contact details. Participants can only message researchers on studies they have signed up to. Researchers can message participants selected for video and diary sessions for rescheduling and no-show follow-ups. Researchers can also message team members and external client observers. Recipients receive an email notification on the first message of each day so nothing gets missed.

Start Managing Participants Today

Privacy-first recruitment with built-in messaging and rewards.

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