Creating and maintaining a database of participants in Marvin is designed to be seamless.

For each project you create, you can access details of all the people you interviewed from the “Participants” tab.

The Research Panel is the central repository for all participants in Marvin. It contains information of participants of all projects, as well as any details you upload.

In the research panel, you can use any of these methods to add participants:

In a project, you can use any of these methods to add participants:

In the Research Panel, locate the “Add participant” option and select “Add new participant”.

Fill in their name, email, phone, cohort, company, etc. and click “Save”.

Select “Bulk upload” under “Add participant”. To prepare your CSV, make sure the columns in your file match the columns in your research panel.

For example,

You can also add all the participants to a cohort.

You don’t need to manually add participant data to a project if it already exists in your Research Panel.

Under “Add participant”, choose “Add from org research panel”.

Search for the participants by name or use the filters to locate the information. Confirm by clicking “Import selected”.

Every time Marvin detects a speaker or participant in a call, it automatically adds them to the Participants tab in the project as well as the Research Panel.

Marvin detects the participant data in each survey and can add it to your Research Panel.

You’ll see this option while uploading and importing surveys.

In case you see details of the same person more than once, you can select all the entries and “Merge” them. This will help you to streamline the database and avoid duplicate entries.

Confirm the name, email ID, phone and cohort to retain in the merged entry before you click "Merge".

The best way to delete multiple participants in one go is to use the filters effectively. Apply filters to arrive at the list of participants you want to delete. Select all and click “Delete”.

You’ll have to confirm the deletion as it’s an irreversible step.

You can choose who in your Marvin team can access data in the Research panel. By default, only Admins are allowed to view and edit the participant details. You can extend this access to Contributors in Marvin as well. Toggle this on in “Admin settings”:

“Research participants are accessible to Contributors”

While it is possible to upload participants in bulk without including their names, we recommend that you do add them. Not only does it improve the data quality, it also helps distinguish participants with similar email IDs or merge duplicate entries.

​Add names while uploading CSVs

You can choose to anonymize surveys when you import or upload them in Marvin. However, adding the names and email addresses can add more context to their responses.
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For example, you can also track their journey and experience on your product by checking if they raised support tickets. Or what kind of feedback they gave on user research calls. This can help you find other similar users too.

You can leverage the data in the Participants tab of each project to find relevant notes. In the Analyze tab, you’ll see an option to filter by name, email address or phone number. Use these to see notes from calls with those participants
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