Creating saved demographic groups for panel orders

Easily apply pre-set demographic filters for efficient and error-free selection when ordering from Lyssna's participant panel.

Krystal Taylor avatar
Written by Krystal Taylor
Updated over a week ago

Saved demographic groups allow you to save sets of demographic filters from panelist orders for future use. Instead of manually selecting the same filters each time you place an order, you can save them as a group for easy access later on.

Why use saved demographic groups?

  • Save time: No more repetitive selection of the same filters for similar orders. With saved demographic groups, you can quickly apply pre-defined filters with just a few clicks.

  • Reduce errors: By eliminating the need to manually select filters each time, saved groups help minimize the risk of user error. You can trust that your orders are accurate and aligned with your intended demographics.

  • Enhance efficiency: Whether you're placing multiple orders or recurring orders with similar demographics, saved groups streamline the process, allowing you to focus on more strategic tasks.

How to create a new saved group

To save a demographic group, you'll:

  1. Head to the panel order form on any test.

  2. Select the filters you want to include in the group from the list of demographic options on the left.

  3. In your Order summary on the right, review your selected demographics. You can easily remove any demographics you no longer want at this stage.

  4. Once you've confirmed your selected demographics are correct, click the Create a saved group button on the order form.

  5. Give your new saved demographic group a name. This name will appear in your list of saved groups, so something clear and concise is recommended.

  6. Click the Create button and you're done. Your new group is now saved and is available to all members of your team πŸŽ‰

How to access Saved Demographic Groups:

Once saved, your groups will be conveniently listed for easy access on subsequent orders. To use your saved group:

  1. Click the Select a saved group button at the top of the panel order form on any test.

  2. Select the desired group from the list. You can expand and review the demographics for each saved group before selecting one.

  3. Click Apply on the saved group you'd like to use. The associated demographic filters will be automatically applied to your order.

  4. Confirm your order summary and place your order πŸŽ‰

If you have any questions or need further assistance with using saved demographic groups, our support team is here to help. Contact us anytime, and we'll be happy to assist you!

Did this answer your question?