Assign Incentives in a Test

Assign Incentives in a Test

Overview

Incentives can be assigned at the test level or from the Panelists library. In this workflow we will learn how to assign incentives to panelists directly from a test.

There are two methods for assigning incentives to panelists at the test level:
  1. Automatic points assignment upon each panelist's sample set completion. With this method, you specify the amount of points (other incentives types are not compatible with this feature), and they will automatically get assigned to panelists as soon as they finish their sample sets.

  2. Manual incentives assignment to all or a subset of panelists. The general workflow for assigning incentives from a test is as follows:
  1. You prepare the test by setting the incentives amount for each incentive type.

  2. Panelists finish the testing.

  3. You set the test to "Complete", which automatically assigns the incentives you specified to eligible panelists.

Prepare the Test

These steps can be performed before any other test components have been completed.
  1. In the Run test tab, click Incentives.


  2. Toggle the Incentives test to Yes and set the desired amount of points. What you do in the rest of this screen will depend on how you wish to assign the points to panelists and whether you wish to assign any other incentives types. Please review the rest of this workflow for details.


Notes
If your test is linked to a panel, you will only be able to set Points as incentives. If you would like to also assign attendance (Stars and Strikes), you need to remove the panel and add your panelists to the test instead of linking the panel.


Automatically Assign Points

If your objective is to automatically assign points to panelists as they complete their sample sets, please follow these steps:
  1. Still in the Set incentives screen, toggle the Assign points immediately upon sample set completion option to Yes.


  2. Click Set incentives to save the changes.

  3. When ready, start the test and collect results. The points you specified will be automatically assigned to panelists that completed their sample sets.

Notes
If you also set the Stars and Strikes values, they will be assigned to appropriate panelists only when you set the test to Complete. Please see the steps below.

Manually Assign Incentives

When all the data collection is done in the test, follow the steps below to manually assign incentives.
  1. In the Run test tab, click Pause test.

  2. Click Complete test and assign incentives.

  3. Review the incentives carefully to make sure the number of Points, Stars, and Strikes you wish to assign are correct. Edit if necessary.

  4. If any specific panelists require different number of Points or Stars, you can click Edit panelists, deselect such panelists, and click Save changes. Panelists that may have automatically received points (if you selected that option) upon their sample set completion will be ignored. They will not receive a double amount of points.

  5. Click Assign incentives.

  6. If there were any panelists that you excluded in the step #4, you can repeat the steps and assign to them the incentives they should get.

The incentives are successfully assigned and you can see them reflect in the test in the Panelists tab, and in the Panelists library.

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