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Research panel opt-in template

Build a panel of customers who agreed to be asked again

A welcome screen, two questions and a consent box for engaged customers: how often they want to be asked, which topics they want to weigh in on and their agreement to join. Use it as it is or change any question, and every opt-in stays with the contact it was sent to.

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What this research panel opt-in survey tells you

A research panel opt-in survey asks customers whether they will give feedback again and on what terms, so later studies go to people who said yes. This template takes about half a minute: a welcome screen that explains the panel, how often they would like to hear from you, the topics they want to give feedback on, and a consent box to join.

It is written for engaged customers, shown once as a popup in your web app to signed-in users or sent by Usertick to a contact list. Either way, the answer must belong to a known person: Usertick email ties each answer to the recipient's contact, and in your web app Usertick.identify() passes the user's email with the answer.

Results shows the share of each frequency and of each topic, and how many of the people who saw the consent box ticked it. In the inbox, filter by an answer, such as Pricing, to find the customers who joined for that topic, then add them to a contact list for the next study.

On your websiteIn an emailAs a linkAs a conversation
Questions
2
Time to answer
Under a minute
Written for
Once, as a popup in your web app or an email to engaged customers
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

On your website

Show it as a popup, a side button or inside the page, and choose the pages and the moment it opens: on page load, after a delay, on scroll or as someone is about to leave, on every plan. Event and behavior triggers work on 1 survey on Free and on every survey from Starter.

The 2 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 2 · Multiple choice

How often would you like to hear from us?

Why ask it
Asking how often sets the terms of the panel, so you invite people at the pace they chose and they stay willing to answer.
What you learn
A donut with the share of once a month, once a quarter and only for big changes. Select one to see which topics that group signed up for.
Make it yours
Keep the promise: build one contact list per pace and invite each list only as often as its members chose.
Question 2 of 2 · Multiple choice · Optional

What would you like to give feedback on?

Why ask it
Topics let you invite the right people to each study, so a pricing study goes to the members who asked to weigh in on pricing.
What you learn
Bars with the share and count of each topic, since people can pick several. Select Anything to see the members open to every study.
Make it yours
Name the topics your team actually researches, and add one when a new study area starts.

What the answers show

Results turns each question into numbers you can follow week by week.

How often would you like to hear from us?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

What would you like to give feedback on?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Research panel opt-in in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Show it once, to engaged users

    Set the show frequency to once, and target signed-in users on the pages your most active customers use. From Starter, target by plan, role or signup date passed with Usertick.identify().

  2. 02

    Explain the panel up front

    Use the welcome screen to say what members get asked, how long each study takes and how to leave, so people know what they join.

  3. 03

    Keep members in contact lists

    Add the people who ticked the consent box to a contact list per topic, so each study can go to its list with Send a survey to this list.

  4. 04

    Respect the pace they chose

    Invite each member only as often as they asked. Usertick sends no reminders, so a study that needs more answers goes to more members rather than a second email to the same ones.

Market research surveysWebsite surveysConsent and next steps questions

More research templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

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ResearchPreference testAsk people to choose between two options at a time and see which way they lean. Useful before a redesign, a pricing change or naming something new.
ResearchInterview screenerFind the right people for customer interviews by role, team size and how often they use your product. Send it to active users before a research round.
ResearchBrand perceptionLearn how people see your brand, how much they trust it, how it compares with competitors and where they first heard of you. Run it with customers and with your newsletter audience once a year.
ResearchAfter the demoFind out whether your sales demo answered the prospect's questions and what they want to happen next. Send it within a day of the demo.

Questions from the library

Browse the question library
  1. Can we contact you about your feedback?Consent · Consent and next steps
  2. Can we follow up by email?Consent · Consent and next steps
  3. Would you join a short user interview?Consent · Consent and next steps
  4. What problem were you trying to solve?Text · Research
  5. How do you handle this today?Text · Research
  6. How often does this come up?Dropdown · Research

Frequently asked questions

Send it by Usertick email, where each answer is tied to the recipient's contact, or show it in a web app that passes signed-in users to Usertick.identify(). On a public page with neither, add a Contact question so members leave an email.

Yes. Add members to a contact list and use Send a survey to this list, now or scheduled up to 30 days ahead. Usertick sends 50 emails a month on Free, 500 on Starter, 2,500 on Pro and 10,000 on Business, or you can connect your own sender.

As often as they said in the first question. Keep a list per pace, and leave Skip people who already received this survey on, so each member gets each study once.

Yes. Every Usertick email carries an unsubscribe link, and an unsubscribed contact gets no more survey emails. Say in the welcome screen how to leave.

Who the panel is for, what members get asked, about how long each study takes and how to leave. Keep it to two or three sentences, since the two questions after it take only seconds.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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  • 150 responses a month on Free
  • Every channel and AI analysis
  • No card needed