One participant record across surveys, panels, channels, and years
Resolve identities, manage preferences and consent, prevent duplicate outreach, track longitudinal participation, and control survey fatigue without exposing restricted identity data to every researcher.
Participant ST-48291
- Preferred language: Spanish
- Allowed: Email + SMS
- Research contacts in 30 days: 2
- Longitudinal programs: 1
- Integrity history: trusted
Identity resolution
Match approved customer, CRM, panel, email, phone, and pseudonymous identifiers with reviewable merge rules.
Consent & preferences
Track permitted channels, future contact, secondary research, language, time zone, and do-not-contact state.
Survey fatigue
Apply organization-wide frequency caps across teams, collectors, and channels before an invitation is sent.
Longitudinal history
See completed waves, pending follow-ups, attrition, incentives, and next-contact windows.
Segments
Build dynamic audiences from profile attributes, participation, events, customer history, or research eligibility.
Restricted identity vault
Separate contact information from response data and grant linkage rights only to approved roles.
Control contact pressure before it becomes churn
Current contacts: 2
Resolve duplicates without silently merging people
Possible match: CRM-9841 and Panel-441 use the same verified email.
No merge performed.
First-party network at the center of participant operations
SierraTec Audience Network is the default managed participant source. Customer-owned audiences can be connected alongside it, while approved external sample providers remain an optional supplement for specialized or unmet quotas.