After paying 180,000+ research participants all over the world on behalf of thousands of researchers and operations teams, thought we’d share some lessons learned to help you treat your participants right.
A researcher’s job entails a thousand things besides considering the post-session experience of participants. Even if a research operations team has the luxury of paying high incentives, they’re usually paid with the most readily available methods to the organization. But with the exploding industry of virtual rewards, gift cards, virtual currencies, and AMAZON IN SO MANY COUNTRIES, there are more options than ever if you’re ready to ditch the stack of plastic cards in that one desk drawer. Some of these new payment methods are awesome, and some could use a little help. We’ve tried them all, so let’s dive in.
If you’re a UX researcher, design researcher, user researcher, research operations manager, designer who does research, or even a PM (gasp) who is conducting quant or qual research, you probably know there are tons of variables that go into picking a payment method. What’s built-in to a testing platform, allowed, approved, or established at your organization are at the top of the list, but then there’s duration of interview, budget, location of participants, and much more. Regardless of those variables, the chances are you’ve probably paid participants with one of the following methods
The main lesson is to take some time to learn more about your options for paying participants and determine, given your constraints, if you can offer more options. Your participants always have a relationship to your organization — customer, prospect, donor, etc. A great PIE (participant incentive experience) can strengthen those relationships and build credibility for your research team or team of one. Here are the key things we’ve learned from paying participants on behalf of our customers:
Offer multiple incentive options
If you force participants to make due with the single method you’ve chosen, like Amazon or a virtual visa, you’re limiting their spending options. Researcher don't want to think about this, hassle with it, or deal with multiple options, but participants like different types of pie. Everyone likes different types of pie. We sought to make it way easier to offer this (see next section for what happened when started offering multiple options per recipient)
***** Branding doesn’t die with research *****
Unless you’re doing a blind study, your reward emails and redeem pages should reflect your brand and be consistent with the communication they received before and during their session. This also helps with phishing concerns.
Know your online activation steps
Never send your participants an electronic reward without knowing the number of steps they have to go through to get their money and spend it. Many virtual providers will force your recipients to create accounts, create a virtual “wallet,” and other tricks all geared towards making it harder for people to spend all of their money.
Demand transparency from vendors
If you’re using a platform or agency that will be taking care of incentives for you, ask for documentation or screenshots of what it’s like for recipients to get paid.
If you can take care of the incentive as close to the end of the session as possible, you’ll probably get less frantic all caps emails asking about incentives, as well as having one less thing to do.
Stick with electronic
In some cases, physical cash, food, cards, or products are necessary, but most times electronic is quicker and doesn’t come with fees. Electronic is viable for in-person research and can also be a good experience. Just ask participants to hold on briefly while you issue their reward and they can usually verify they got the email on their phone.
Offer charity as an option
Especially for higher dollar amount rewards for professionals. Ethnio partners with leading global charities to help make an impact.
Address phishing Concerns
Make it clear this isn’t a scam by using a real name or reply-to on your emails with incentive information, and provide links to information about your research team or organization. Yes, phishing emails do the same thing sometimes, but your links will be real.
International is harder
Much harder. Currencies, languages, and even expectations vary much more around the world.
Know your regulations
If you’re in a regulated industry or doing research with kids or any other group with special protections, take the time to understand any restrictions on payment methods before it’s time to pay up.
Offering Multiple Incentive Options: Why Bother?
In October of last year, we introduced the option for researchers to offer multiple payment methods including eGift cards, PayPal, Amazon, and more. These options are easy to redeem, usually requiring participants to simply verify their email and choose a method. Not only did this allow us to reduce our fees for higher volume customers, but it also led to an explosion in satisfaction from the participant side of the fence. People absolutely love having a say in how they get paid. Imagine that.
Shown below are the results of a simple survey we run on incentive participants where we ask “how was your experience receiving a reward through Ethnio?” Participants can choose from a 1 through 5 point scale ranging from terrible to awesome. The graphs below represent 545 Responses between June, 2016 and May, 2018, and you can see the volume of responses and satisfaction shot through the roof.
These 545 respondents were about 71% in the United States, followed by Australia, Canada, and India all being about 3–5%. The rest were scattered all around the world, except of course countries that are restricted.
Missing Piece of the PIE
Very little data exists in one place about how participants spend their money after they receive a reward. Most researchers just don’t have time to think about it, and companies like us rely on a system of banks and providers to deliver the money. Below is our estimation on how many steps a few key payment methods take, and the percentage of each reward that generally gets spent. For example, if you receive money via PayPal, you will almost certainly spend 100% of that eventually. But if you get a virtual gift card, you may forget to spend it, or only spend a small percentage of it. Please note, the percentages in the table below are based on nothing more than estimations based on our experience.
All of The Amazons
You might be wondering which payment methods were the most popular over these 14,000 incentives. Turns out Amazon U.S. was by far the most popular with 80% of paid incentives. However, this isn’t really fair because we only offered one or two payment methods for a long time. Upon measuring the most recent months, PayPal is quickly gaining momentum and Amazon International rewards are creeping up very quickly.
For a long time its been difficult for researchers to pay participants in foreign countries with Amazon gift codes since international Amazon websites operate within country specific domains and languages. In some countries the process of issuing incentives can be relatively easy, while in others it can be near impossible, even with Chrome auto-translate turned on.
Ethnio now offers researchers the option to seamlessly issue Amazon gift codes in the following countries: Japan, Germany, Canada, France, India, Netherlands, Italy, Spain, and the UK.
When You Just Can’t Pay
Government users, strict finance companies, employee participants — there are a million reasons why some researchers just aren’t allowed to pay incentives. When that’s the case, CHARITY. Ethnio partners with leading U.S. based charities, many of which operate on a global scale, to allow domestic and international participants to donate and help make an impact. We’re launching with the charities seen below, and hope to partner with many more in the future.
Thanks for Making it This Far…
Participant Incentives Experience. Organizations should continue being mindful of the entire user experience when conducting research including the final steps of paying your participants. While offering multiple payment methods is only a starting point in our roadmap, we believe there are far more undiscovered user needs that can be addressed. As virtual rewards and even digital currencies are skyrocketing in accessibility and popularity, who knows what the future holds for the incentives game?
But wait, how much should pay you actually pay your participants? That could be a whole other topic. Stay tuned.