To create a new panel you need to execute the following steps.

 

1.  Create the new panel.

 

2.  Create some fields in the panel to store some data.  (Note that the email address field will already have been created)

 

3.  Import some records from a CSV file, mapping the csv fields to the panel fields.

 

 

STEP 1: Create Panel.

 

Select the Panel option from the main screen and then click on the "Create Panel" button that appears in the top left hand side of the screen.

 

 

 

You will then be prompted to enter a name for the Panel and a Description.

 

 

 

After you hit the Save button you will be taken to the Panel editing function.  One field will automatically have been created for you and will appear in the list of fields.  The field created is the email address field which is a required field.

 

 

 

 

 

STEP 2.  Create Some Fields

 

To create some fields in your panel to store data about your panel members such as name and age click on the "Fields" icon highlighted in the above graphic.

 

The following pop up will appear:

 

 

 

To create a new field click on the "Add a field" button.  (Note that the email address field will already exist).

 

The following line will be added in the pop up screen:

 

 

The fields will initially be empty.  Fill in the details of the field including the "name" of the field, whether it is a required field and the embed name then

 

press the "Save" icon.  Once created the fields will appear on the screen that lists the members of the panel as shown in the image below.

 

 

 

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If the required field is checked then the field must be included when the data is loaded.