Payments - Percentage

Owned by Russell Smith

Last updated: Nov 12, 2024 by Samuel-Cabatic

4 min read

The Payments tab allows payment schemes to be created and applied to a study. It can also be used to view all payments created and mark them paid.

To create a new payment scheme, click on “+ Add payment scheme.”

There will be an option to select either a “Percentage” or a “Dollar Amount” Payment Scheme Type.

Dollar Amount

Under review.

Percentage Payment

The “Percentage” payment scheme keeps track of the percentage of assessments completed for the selected assessment schedule(s).

To set this scheme, create a name and select “Percentage” when creating a new payment scheme.

The next form will establish the Level Name, Amount (in dollars), and Percentage.

Level Name - will appear as text in this payment schedule.
Amount (in dollars) - used to define the amount of credit the participant will earn for completing a certain percentage of surveys
Percentage - used to define requirements for the minimum percentage of surveys that need to be completed for a specific level of payment

To add Levels, click “Add a Row” and fill in required fields denoted by “*”.

In the example above, the “75% - 100%” Level Name indicates that the participant needs to complete at least 75% of the total scheduled assessments selected to earn $20.01.

The resulting payment log will look the same for both Android and Apple users (shown right).

The next form will provide a list of schedules within Stages. To attach this payment scheme, check the box next to the schedule(s) you want to use. After selecting the schedule(s), click “Done.”

Created payment schemes will appear in the payments tab. Schemes can be deleted by clicking on the red delete icon button next to the scheme.

Once created, the last step is to implement this payment scheme in a Payment Log Question Type. Please go here to find out how to do so: Payment Log | Payment Progress .

IMPORTANT NOTE: In order for a participant to see a payment scheme, it MUST be included in an Payment Log question and that question MUST be included in an assessment. Even if a payment scheme has been created in the study, participants will not see the scheme unless a Payment Log question has been created and put into an assessment.

This section shows how to interact with payments created.

The Payments tab also displays all payments created for every participant in the study ordered by the date they were created.

Click on the “View Payments” button to open a dialog box that displays all the payments created.

Each log will show every payment created across all participants in the study. Each line will show when the payment was created, when the last time the payment was updated, which participant the payment was created for, how much the payment is worth, the status of the payment, and an action to mark the payment as “Paid”.

Clicking on the “+” button beside the log will open up the history of the payment showing the past status and when the payment was in that status.

In the example above, the history of the $1 Paid log shows that the payment was in the “Created” status on 10/24/24 at 2:31:40 PM. The history of the $5 Created log is empty since no action has been taken.