Managing your Wallet, resending incentives, and checking incentive statuses.
Incentive administration deep dive
If you have an Admin seat within Great Question, you basically have the wizard powers to manage your team's incentives on a deeper level.
Read on to learn about the Incentives wallet, the management panel, and other ways to track and report on your incentive payouts.
Managing your team's Incentives
From the lefthand tool bar, select Incentives. (If you don't see this option, it's because you have an Observer or Creator seat rather than Admin privileges.)
What you see within this view is a few important things:
- Detailed funding information about the amount of money that's available to fund incentives on your account; the amount currently allocated to active studies; your lifetime spend on incentives; and your average incentive payout per participant.
- A table displaying every incentive that's been paid out to each candidate in order of recency, alongside the redemption status (i.e. Sent vs. Redeemed).
- The capability to fund your team's wallet of available incentive funds in the top right corner.
- The capability to send one-off incentives to individuals within your candidate panel.
How to add funds to your team's incentives wallet
From the Incentives tab, click on Manage wallet in the top right. From here, you'll be able to add funds through credit card, or if you're on an Enterprise plan, an invoice that you submit to your finance team.
Please note that your team can still fund incentives on a per-study basis when they go to publish a study. But managing this funding at the Admin level through this tab gives you greater control on what's being billed against your account, as that per-study funding will pull from the available funds within your wallet.
How to resend incentives
If a participant reaches out because they haven't claimed their incentive and/or need the email resent, Admin seats can do so through the Incentives tab on the lefthand tool bar.
From here, search for the candidate's name. In the furthest right column, click the Actions drop down, and then Resend incentive.
