Managing Incentives

Sending incentives to participants

  1. When building a study, remember to include the incentive component and specify the amount you will pay to your participants.
  2. Once the scheduled interview is complete, the participant status will automatically change to 'Incentive Not Sent.'
  3. To send incentives start by selection one or multiple participants
  4. Click on 'Actions' and choose "Send Incentives."
  5. Choose the desired amount for the incentives and click 'Next.'
  6. Include an email thanking participants for their participation and send!

Once incentives are sent, the participant status will automatically update to 'Interview Complete,' and your task is complete!


Resending or canceling incentives

  1. Navigate to the 'Incentives' page
  2. Search or filter for participant(s) with 'unclaimed' incentive status
  3. Select the relevant participants
  4. Click on 'Actions' and choose either 'Cancel incentive' or 'Resend incentive.'

πŸ“˜

If a participant has already claimed their incentive, it cannot be canceled.


Exporting an incentive report

  1. Navigate to the 'Incentives' tab
  2. Customize your report using filters and columns to get the exact data you need.
  3. Select the participants you want to include in the report
  4. Click on 'Actions' and choose 'Export as csv' to download the report.