A Help Center That Actually Helps: 11 New In-Depth Guides for Clients

One of the most common pieces of feedback we hear from new clients is: 'The platform can do a lot — how do I learn it all?' Today, we're answering that question with a massively expanded help center featuring 11 comprehensive, step-by-step guides.

Why We Built This

Great software with poor documentation is just confusing software. We noticed that many of our clients were underutilizing powerful features simply because they didn't know they existed or weren't sure how to set them up.

Rather than generic FAQ pages with one-paragraph answers, we've created deep-dive guides that walk through real workflows with practical advice.

What's Included

The new help center covers 11 topics that map to the most common client workflows:

**Getting Started** — A complete orientation to the platform. Where to find things, how navigation works, and how to configure your workspace.\n\n**Setting Up Your First Project** — Step-by-step walkthrough of project creation, quota configuration, survey linking, and launch.\n\n**Quotas & Targeting** — How to set up demographic quotas, geographic targeting, and custom screening criteria to reach exactly the panelists you need.\n\n**Redirect URLs & Integration** — Technical guide to configuring complete, terminate, and quota-full redirect URLs, plus partner routing setup.\n\n**Understanding Data Quality** — How our fraud detection and trust scoring work, what the quality metrics mean, and how to interpret them.\n\n**Reports & Data Export** — How to generate, customize, and export reports for internal use or client presentations.\n\n**API Integration** — Authentication, endpoint reference, webhook configuration, and code examples for developers building custom integrations.\n\n**Billing & Credits** — How the credit system works, how to track usage, and how to manage your subscription.\n\n**Pulse Surveys** — How to create and deploy quick-turn pulse surveys for rapid insights.\n\n**Sub-Panels** — How to create and manage segmented sub-panels for specialized research needs.\n\n**Team Collaboration** — Adding team members, setting permissions, and managing multi-user access.

Designed for Different Learning Styles

Each guide includes a combination of written instructions, visual callouts, practical tips, and common gotchas. We've structured them so you can either read end-to-end or jump to the specific section you need.

The guides are accessible directly from the client portal's Help section, so you're always one click away from the answer you need — no context switching to a separate documentation site.

Continuously Improving

This is just the beginning. We'll be adding more guides based on client feedback, expanding existing guides with advanced topics, and creating tier-specific content that maps to each subscription level's feature set.

Have a topic you'd like us to cover? Let your account manager know, and we'll prioritize it for the next batch.