Note: Survey Credits can only be used in panels, for which the community extension is required AND the account admin must enable it per workspace in the workspace settings.
Introduction
It is possible to incentivize panel members by assigning them survey credits. These credits can be later used by members to redeem incentives in the form of voucher codes. The “credit price” for each incentive can be freely defined by you within incentives management area.
How to reward members with credits
To give credits for filling out a survey, the following value assignment element must be present at the end of that survey.
If you have panel management enabled for you workspace, you will see all Panel variables within value assignment variable selector.
To add credits, select the Survey Credit variable from the dropdown menu:
Then specify the number of credits that should be added:
Survey credits vs panel synchronization feature
Warning: If you want to reward members with credits for filling out survey that has “profile” panel synchronization enabled, then always select Single access authentication setting to ensure every panel member can only receive credits once:
Read more about panel synchronization here.
Member’s Survey Credit field
From the panel member overview it is possible to view:
- The Survey Credit transaction log per member.
- The overview for the entire panel.
Survey Credit is a transaction field
Please read the following paragraph carefully before making any changes to the Survey Credit field:
Survey credit field is a transaction field. Unlike non-transaction-secure member fields, the field value cannot be set; instead, the field value is always calculated from the transactions.
Survey Credit vs Survey Credit Transaction fields in members excel export and import
To support transactional nature of Survey Credit field, panel memembers excel export and import files have the following 2 fields, behaving differently during export and import:
| Field | Excel export behavior | Excel import behavior |
| Survey Credit | Displays current credit balance | None, always ignored |
| Survey Credit Transaction | None, always empty | Value from this field is added to “Survey Credit” field value after import |
Examples:
Excel Import Example A (adding credits):
Survey Credit balance is 100. In the import excel file, Survey Credit Transaction field value is set to 10. The new Survey Credit balance after import is 110.
Excel Import Example B (subtracting credits):
Survey Credit balance is 100. In the import excel file, Survey Credit Transaction field value is set to -10. The new Survey Credit balance after import is 90.
Incentive Management and Vouchers
To set up Incentive Management and Vouchers see this page.