Reward Management
Mostly companies offers rewards or incentives to increase participation in the consumer research. Reward management allows a user to grant and pay rewards to panellists from an EyeQuestion questionnaire. The user can setup reward criteria in the project settings so panellists who qualify the criteria are eligible for the reward. The qualified panellists can be granted and paid directly from the project or the user can pay them after a certain period of time depending upon their workflow.
How to set up rewards in EQ?
1) Add the reward types under the site management.
2) To add new Rewards you can click on the Add Reward Type button.
3) Fill in the following fields and click on create.
4) The rewards overview will look the screenshot below. The user can edit the reward by clicking on the pencil icon or disable the reward by clicking on the cross icon. It is possible to add more than one rewards.
5) In order to link the reward to a project in EyeQuestion, you need to enable the rewards in the Distribution tab.
6) Select the reward from the dropdown.
7) Once a reward type is chosen the amount will be automatically displayed. The user can edit the amount if needed.
In the "Optional Reward Question" dropdown, user should select a question which, if answered by a panelist, makes them eligible for a reward. For example: if the questionnaire has filtering out questions (like allergy question or consent question) it is important to select the appropriate question to grant reward. In the screenshot below, Q3 (brands) can be used as a reward question as the previous question (consent) is a filter out question. By default no reward question is selected which means all panelists who answered the questionnaire qualifies for the reward.
8) Once the panelists have answered the questionnaire then under the rewards tab on your distribution page you can view which panelists qualify for the reward (in the screenshot below respo1 is eligible for the reward). The user can grant the reward in a bulk by selecting the panellists and click "Grant reward" button. It is also possible to individually grant and pay the maximum amount by clicking on the icon under the Status column.
9) However if the user would like to pay a custom value (less than the default reward) then user can grant a custom value. You can select the Custom Value option in the pop-up and complete the fields.
10) Once the reward is granted, it can be paid out via the panel management.
11) Select the panelists who should be paid and select the custom/maximum value.
After the reward is paid, EQ will automatically generate the payout report.
Rewards Export
For a better overview of the exports granted and rewarded, the Rewards Export is available within the Export Accounting Tool.
Start by going to Tools>Data Tools> Export Accounting.
In here you can filter on the time period of the export by selecting the start and end date for the results you want to be included.
In the Export Type dropdown list you will be able to find and select the Rewards option.
You will be then able to notice that this type of export will not allow you to have it retrieved per project. You can however choose to retrieve it including all panels or specific one(s).
By clicking on the Export Accounting button, the Excel file will be generated.
The first rows of the Excel file contain some general details about the export such as author of export, date of retrieval and period of export.
The columns of the Excel will display the following information:
A. Panelist login
B. Name of the panelist
C. Email address of the panelist
D. Description (reward type description)
E. Project EQD code (the unique ID code of the project where the reward was granted/paid for)
F. Project name
G. Reward Type
H. Date (of when the reward has been granted or paid out)
I. Action (whether the reward was granted or paid out)
J. Amount granted or paid out
K. Balance
The latest entry for each panelist appears in the first row where they are listed.
Additional notes:
- Rewards can be set up and managed by users with template manager profile.
- After data has been collected, rewards cannot be edited or removed.
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