Panel Integration

Connecting Tellet with participant recruitment platforms.

What Is Panel Integration

Research panels are databases of people who participate in studies. Panel integration connects Tellet to external recruitment panels for automated participant routing and completion tracking.

The same token and redirect mechanism also covers a related case: routing respondents from a quantitative survey platform, such as Nfield or Dimensions, into a Converser interview mid-survey and back again with their respondent ID intact. See Nfield and Dimensions Mid-Survey Handoff below.

Each panel setup holds three redirect links you can configure (plus one reserved for future use):

• Confirmation Link — Required: Yes; Purpose: Where participants go after successfully completing the interview. The panel uses this to confirm completion and process payment.

• Screened Out Link — Required: No; Purpose: Where participants go if they don't qualify on your screening questions. Tells the panel the participant was disqualified, so they receive a partial (screening) fee instead of the full completion fee.

• Quota Full Link — Required: No; Purpose: Where participants go when your study has already collected enough responses. Tells the panel the participant couldn't complete through no fault of their own.

Participants are automatically redirected to whichever of these links matches their outcome, the same way they're redirected after completion: a brief screen with a countdown, then the redirect, with an option to cancel or copy the link instead.

Panel integration automatically:

• Sends participants from panel to Tellet

• Tracks completion using tokens

• Redirects participants to the correct link based on outcome

• Enables automatic payment by panel

When to Use

Use panel integration for:

• Recruiting through research panel providers

• Automatic completion tracking

• Comparing multiple recruitment sources

• Routing respondents from a quantitative survey platform (Nfield, Dimensions, and similar) into a Converser interview mid-survey and back with their respondent ID

Don't use for:

• Self-recruited participants (use direct link or QR code)

• Internal research (use sharing options)

How It Works

Token Flow

1. Panel sends participant with unique token

   • Panel link: https://chat.tellet.ai/PROJECT?participant_id=ABC123

   • Token captured: ABC123

2. Participant completes interview in Tellet

   • Tellet stores token with responses

3. Tellet redirects back to panel

   • Your completion link template: https://panel.com/complete?id=--PARTICIPANTID--

   • Actual redirect: https://panel.com/complete?id=ABC123

4. Panel confirms completion

   • Verifies token matches

   • Credits participant account

   • Processes payment

This all happens automatically — no manual verification is needed.

Placeholder System

Tellet uses placeholders in redirect URLs that get replaced with actual values.

Available Placeholders

• --PARTICIPANTID-- — Replaced With: Participant's unique token; Source Parameter: participant_id from chat link; Example: ABC123

• --PROJECTID-- — Replaced With: Panel's project identifier; Source Parameter: project_id from chat link; Example: PROJ-2024-001

How Panels Pass Data

Panels use variables in their chat link template:

• ${token} - Most common: participant identifier

• ${pid} - Alternative format

• ${respondent_id} - Alternative format

• ${project_id} - Project identifier

Example chat link template:

https://chat.tellet.ai/PROJECT?participant_id=${token}&project_id=${project_id}

Placeholder Examples

• Completion — Chat Link: ?participant_id=ABC123; Redirect Link: panel.com/complete?id=--PARTICIPANTID--; Tellet Redirects To: panel.com/complete?id=ABC123

• Screened Out — Chat Link: ?participant_id=ABC123; Redirect Link: panel.com/screenout?id=--PARTICIPANTID--; Tellet Redirects To: panel.com/screenout?id=ABC123

• Quota Full — Chat Link: ?participant_id=ABC123; Redirect Link: panel.com/quota?id=--PARTICIPANTID--; Tellet Redirects To: panel.com/quota?id=ABC123

• Both Placeholders — Chat Link: ?participant_id=ABC123&project_id=PROJ-001; Redirect Link: panel.com/complete?pid=--PARTICIPANTID--&proj=--PROJECTID--; Tellet Redirects To: panel.com/complete?pid=ABC123&proj=PROJ-001

Placeholder Requirements

• Fixed parameter names: the chat link must use participant_id (for --PARTICIPANTID--) and project_id (for --PROJECTID--)

• Case sensitive: use exactly --PARTICIPANTID-- and --PROJECTID--

• Use each placeholder once per URL: only the first occurrence of a placeholder is replaced

• No default values: if the parameter isn't provided, the placeholder is left as-is

• Works in all redirect link types: completion, screened out, quota full

Setup

Steps

1. Go to project → Share tab

2. Toggle Panel Integration to ON

3. Fill out panel form

4. Copy panel-specific interview link

5. Paste into panel study setup

Form Fields

Provider Name (Required)

Nickname for this panel setup.

Examples:

• "Panel Provider Main Study"

• "Panel Provider Batch 1"

• "Panel Provider Cohort A"

Note: Tellet turns the panel name into a link tag (e.g., "Panel Provider Main Study" becomes "panelProviderMainStudy" in links)

Confirmation Link (Required)

Where to redirect participants after successful completion.

Get from: Panel's study setup page

Common formats:

• Example A: https://panel-provider.com/complete?id=--PARTICIPANTID--

• Example B: https://research-panel.com/submissions/complete?cc=--PARTICIPANTID--

• Example C: https://passback.panel.com/Survey/Complete?ProjectToken=--PARTICIPANTID--

Important: Replace panel's variable placeholder (like ${token}, XXXXX, or [PID]) with --PARTICIPANTID--

Screened Out Link (Optional)

Where to redirect participants who don't qualify.

When needed: Only if using screening questions

Purpose: Tells panel "this person didn't qualify" so they receive screening fee instead of full payment

Common format: https://panel-provider.com/submissions/screenout?cc=--PARTICIPANTID--

Once set, participants who are disqualified are automatically redirected to this link, the same way they're redirected after completing the interview.

Quota Full Link (Optional)

Where to redirect participants when study is full.

When needed: If panels overrecruit or study might fill quickly

Purpose: Informs panel participant couldn't participate through no fault of their own

When the Quota Full Link is used: Once your study has collected enough responses, Tellet stops accepting new participants and sends anyone arriving through a panel link to that panel's Quota Full Link. To allow for people who start but don't finish, Tellet keeps the study open a little past your target (about 10% more) before closing it, so your final completed count lands close to the number you set. Once set, participants who hit the quota are automatically redirected to this link, the same way they're redirected after completing the interview.

Poor Quality Link (Optional)

Where to redirect participants flagged for low quality responses.

Status: Reserved for future use - detection system not yet active

Recommendation: Leave empty initially

Auto Redirect (Optional)

With Auto Redirect ON (Recommended):

• Immediately redirected to panel after completion, being screened out, or hitting quota

• Fastest, smoothest experience

• Standard for professional panels

With Auto Redirect OFF:

• Sees "Thank you" page with link

• Must click link to return

• Shows debrief information

Recommendation: Keep ON for panel studies

Panel-Specific Links

When panel integration is set up, Tellet creates a unique link for that panel:

Regular interview link:

https://chat.tellet.ai/abc123xyz

Panel-specific link:

https://chat.tellet.ai/abc123xyz?source=panelProviderMainStudy

The ?source= parameter identifies the participant source, determines which completion link to use, and tracks panel performance.

Critical: Use the panel-specific link (with ?source=) in panel study setup, not the regular link.

Multiple Panels

You can set up multiple panels for the same interview.

Use Cases

• Recruit faster (reach target sooner)

• Compare quality between panels

• Diversify sample demographics

• Balance premium and budget panels

Setup

1. Set up first panel

2. Click Add Panel button

3. Fill form for second panel

4. Each panel gets unique link

Example:

• Panel A — Provider Name: "Panel A Cohort A"; Link: ...?source=panelACohortA; Confirmation Link: Panel A URL

• Panel B — Provider Name: "Panel B Cohort B"; Link: ...?source=panelBCohortB; Confirmation Link: Panel B URL

Naming Convention

• Use "Panel Name + Cohort/Batch ID"

• Example: "Panel Provider March 2024" and "Panel Provider April 2024"

• Must be unique (cannot have same provider name after processing)

Complete Setup Example

Panel Provider Integration

1. Create Tellet interview - Complete fields, test, publish

2. Enable panel integration - Share tab → Toggle Panel Integration ON

3. Create Panel Provider study - Set name, description, duration, reward

4. Get Panel Provider completion URL - Copy from Panel Provider study settings

5. Fill Tellet panel form:

   • Provider Name: "Panel Provider March Study"

   • Confirmation Link: Paste Panel Provider URL

   • Auto Redirect: ON

   • Save

6. Copy Tellet panel link - https://chat.tellet.ai/abc123xyz?source=panelProviderMarchStudy

7. Paste in Panel Provider - Add to "Study Link" field in Panel Provider

8. Test complete flow - Use Panel Provider preview to verify redirect works

9. Launch study - Monitor participants and completion

Human8 Panel Integration

Human8 uses a non-standard token flow that requires two additional URL parameters: UniqueIdentifier and state. When both are present in the participant's URL, Tellet appends them directly to the confirmation link rather than relying on the --PARTICIPANTID-- placeholder alone.

How It Works

Human8 passes parameters like this:

https://chat.tellet.ai/PROJECT_ID?UniqueIdentifier=ABC123&state=XYZ789&source=human8Study

When the participant completes the interview, Tellet builds the confirmation link as follows:

1. Start with the stored confirmation link (e.g., https://human8.com/complete)

2. Append ?UniqueIdentifier=ABC123&state=XYZ789

3. Apply any --PARTICIPANTID-- and --PROJECTID-- placeholder replacements

The resulting redirect URL will be:

https://human8.com/complete?UniqueIdentifier=ABC123&state=XYZ789

Setup

Configure the panel form as normal (see Setup above). In the chat link template you provide to Human8, ensure UniqueIdentifier and state are passed as URL parameters using Human8's variable syntax:

https://chat.tellet.ai/PROJECT_ID?UniqueIdentifier=${UniqueIdentifier}&state=${state}&source=human8StudyName

No changes to the confirmation link format are required — the UniqueIdentifier and state parameters are appended automatically when present.

Nfield and Dimensions Mid-Survey Handoff

Nfield and Dimensions studies often need to send a respondent out of the running survey into a Converser interview partway through, then bring them back to resume the survey with their original respondent ID. This uses the same token flow as any other panel integration: the confirmation link just points back at your survey instead of at a panel.

How It Works

1. Your survey redirects the respondent to the panel-specific Tellet link, appending their respondent ID as participant_id:

   https://chat.tellet.ai/PROJECT_ID?source=nfieldWave1&participant_id=RESP001
   

2. Tellet captures RESP001 and stores it as the token for that conversation.

3. When the respondent finishes the Converser interview, Tellet redirects them to your Confirmation Link with --PARTICIPANTID-- replaced by RESP001, so your survey can pick the session back up at the right point:

   https://your-survey-domain.com/resume?RespondentKey=RESP001
   

Setup

Configure the panel form as described in Setup above:

• Provider Name: something that identifies the survey, e.g. "Nfield Wave 1" or "Dimensions Study A"

• Confirmation Link: the URL your survey platform uses to resume the respondent's session, with --PARTICIPANTID-- in place of the respondent ID parameter, e.g. https://your-survey-domain.com/resume?RespondentKey=--PARTICIPANTID--

• Screened Out / Quota Full Links: optional, only needed if the Converser interview itself has screening or quota logic

• Auto Redirect: ON, so respondents return to the survey immediately

Any other parameter your survey passes on the way in, such as project_id or a custom field, works the same way as with any panel: capture it in the chat link, reference it with --PARTICIPANTID-- / --PROJECTID-- in the confirmation link, or leave it as stored metadata for export.

This pattern works for any survey or CATI/CAWI platform that can redirect a respondent to an external URL and resume with a returned parameter, not only Nfield and Dimensions. For embedding a Converser interview directly inside a survey page instead of redirecting away from it, see Survey Embedding.

Troubleshooting

Participants aren't redirected back

Check:

1. Auto Redirect is ON

2. Confirmation link is correct (no typos)

3. Panel provided correct URL

4. Gave panel the panel-specific link (with ?source=)

Test: Complete interview yourself and verify redirect works

Participants go to wrong panel

Check:

1. Each panel has unique provider name

2. Each panel was given their specific link (different ?source=)

3. Each panel's confirmation link is correct

Test: Complete interview using each panel's link

Cannot save panel settings

Error: "Provider name must be unique"

Two panel names become identical after processing.

Problem example:

• Panel 1: "Testing Time"

• Panel 2: "TestingTime"

• Both become "testingTime" internally

Solution: Make names more distinct:

• Panel 1: "Testing Time Cohort A"

• Panel 2: "Testing Time Cohort B"

Participants completed but didn't get credit

Check:

1. Confirmation link is correct

2. Panel service is working

3. Link wasn't changed mid-study

4. Participant waited for redirect (takes a second)

Action: Contact panel support with participant ID, study ID, completion time

Interview link not updating after changing provider name

Changing provider name changes the link.

Process:

1. Change name in Tellet → Save

2. Copy new interview link

3. Update link in panel study settings

Important: Only change before launching or between batches - not during active studies

Technical Notes

URL Parameter Requirements

• Panel must pass the participant_id parameter to fill --PARTICIPANTID--

• Pass project_id to fill --PROJECTID-- (optional)

• Additional parameters are optional

Redirect Link Types

All placeholders (--PARTICIPANTID-- and --PROJECTID--) work in:

• Completion link

• Screened out link

• Quota full link

Link Format

Panel-specific links use query parameter format:

https://chat.tellet.ai/PROJECT_ID?source=PROVIDER_NAME&other=params

Provider Name Processing

• Spaces and punctuation are removed and the words are joined together

• Must be unique after processing

• Example: "Panel Provider Main Study" → "panelProviderMainStudy"