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Letycia Bialle
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Tips for Helping Participants
Published December 5th, 2024 by Letycia Bialle
If participants are facing issues, here are some helpful tips to resolve common problems. They can also contact our support team at support@helloayda.com for assistance. 1. Email Not Received Check if you have invited/release the incentive Check the Participant’s Email Status: In the participant grid within your project, check if the email has faile
AydaSign: Frequently Asked Questions
Published October 8th, 2024 by Letycia Bialle
Can I archive documents and templates? Yes, you can archive documents and templates from the Documents and Templates tabs. Archiving will hide them from your main view, helping you stay organised. Archived documents and templates can still be accessed by clicking on the visualisation options next to the Add Document button, where you can unarchive
How Do I Create and Add a Document to My Project?
Published October 8th, 2024 by Letycia Bialle
A ‘document’ is what will be sent to your research participants to review and sign. To create a document, hover over the Documents tab on the left side menu of your dashboard, then click on Add Document: When adding a document, you will have the option to use an existing template, copy a document from a previous project or create a document from scr
Welcome to AydaSign
Published October 8th, 2024 by Letycia Bialle
Welcome to AydaSign, your streamlined solution for document management. With AydaSign, you can seamlessly handle essential research documents—like informed consent forms and NDAs—while securely processing participant payments, all within the same platform. AydaSign simplifies the consent management process, ensuring your documents are signed and sto
What Are the Different Incentive Statuses in My Project?
Published November 20th, 2024 by Letycia Bialle
Understanding the incentive status across the project lifecycle is crucial for efficiently managing payments in Ayda. This guide explains the different incentive statuses, giving you clarity at each stage of the process, from planning to payment. Planned The "Planned" status is the starting point of the incentive process. It indicates that participa
How Can I Edit Participant Details?
Published November 20th, 2024 by Letycia Bialle
You can edit participant details such as name, email, and incentive amount at different stages of the process: Name and Email: These can be updated at any time before payment is made. Incentive Amount: This can be edited up until the incentive is released. To edit Name or Email: Select the assignment. Click Edit next to the participant's details. To
How Do I Manage My Settings?
Published November 20th, 2024 by Letycia Bialle
Ayda allows you to manage settings at both the company and project level. Company settings apply to your entire account, while project settings are specific to individual projects. Company Settings To access company settings, click on the Settings option in the left menu bar. In the company settings section, you can: Edit Your Company Profile Add Yo
How to Generate a Pro Forma Invoice
Published December 5th, 2024 by Letycia Bialle
A pro forma invoice is a request for funds and is not a VAT invoice. For more information about VAT invoices, click here . You can generate a pro forma invoice in two ways: either by adding funds to your wallet or on a project basis. Here's how you can generate a pro forma invoice for a project: Steps to Generate a Pro Forma Invoice for a Project: C
Managing Data Retention in Ayda
Published December 5th, 2024 by Letycia Bialle
At Ayda, we understand the importance of handling personal data responsibly. As we manage sensitive information, we’ve implemented a data retention feature to help you control how long participant data is stored. According to our Terms and Conditions: We act as the processor of participant data provided by our customers. We act as the controller for
How to Set Reminders for Participants
Published December 5th, 2024 by Letycia Bialle
To ensure participants stay on track and take action, such as accepting invites or claiming incentives, you can set up reminders in your Ayda account. Here’s how to manage reminders: Set Reminders for Your Account: Go to Settings: On the left side menu, click on Settings. Navigate to Message Settings: Select the Message Settings tab under Settings.
What Should I Do If An Email To A Participant Has Failed?
Published November 20th, 2024 by Letycia Bialle
Stay on Top of Participant Email Delivery In Ayda, it's important to keep track of the delivery status of emails sent to participants for a seamless experience. Here's how you can check the status: Review the Invite Status: Go to the Assignments tab in your project to view the delivery status of participant emails. View Detailed Information: Click D
How Do I Pay Participants?
Published November 20th, 2024 by Letycia Bialle
Once your project is created and participants are added, you have two options: invite participants to confirm attendance to your project or proceed with the payment. Inviting Participants to Confirm Attendance: This option is typically used when the study has not yet been conducted, and you need participants to confirm their attendance, or if you’re
How Do I Send Documents to Participants?
Published October 8th, 2024 by Letycia Bialle
To send your documents to participants, you must first publish them. What does "publish" mean? It means that the document is added to the participants assigned to that project. Once you have published the document, it will appear under the Participants tab and be assigned to all participants in the project. After adding the document to your project
Welcome to Ayda
Published December 4th, 2024 by Letycia Bialle
With Ayda you can seamlessly pay participants directly to their bank accounts in over 50 countries, send vouchers and PayPal payments, share documents for signing, and detect fraud—all in one place. Ayda makes it easy to identify participants who aren’t genuine while ensuring that those who are can be paid quickly and securely. This comprehensive gu
How Do I Create a Project?
Published November 20th, 2024 by Letycia Bialle
To pay participants using Ayda, you'll first need to create a project. This process is simple and involves just a few easy steps: Step 1: Create the Project From your dashboard, click on Create under the Project card. Enter the following project details: Project Name: This will be visible to participants. Reference & Description: These are for
How Can I Create Templates?
Published October 8th, 2024 by Letycia Bialle
Creating and managing templates on AydaSign is simple. Here is how to do it: Go to the Documents section from the left menu sidebar on your Ayda dashboard, then click on the Templates tab. Click on Create Template. The steps to create a template are straightforward, and you will then be given the option to choose your template source: Use Template
FAQs
Published December 5th, 2024 by Letycia Bialle
Can I add more funds to a participant? You can edit the incentive amount before you release it. Once the incentive has been released, it cannot be edited. If you need to pay more, you will have to create a new assignment. Can I have the same participant twice in a project? You can only add the same participant to a project if you use a different ema
How to Close a Project and Manage Cancelled Incentives
Published November 21st, 2024 by Letycia Bialle
Closing a Project will return any remaining funds to your wallet, and any incentives linked to cancelled assignments will be credited back to your Ayda Wallet. Important note: The incentive amount for cancelled assignments will be refunded to your Ayda Wallet, but fees and VAT are non-refundable, as stated in our T&Cs. Closing a project does not
How to Customise Emails When Releasing Incentives
Published February 12th, 2025 by Letycia Bialle
When releasing incentives to participants, you can customise the email they will receive. Here’s how to do it: Go to the participant tab in your project. Select the participant. Allocate the incentive. Click to release the incentive. In Step 7, you will be asked: “Do you want to customise the email that we’ll send to the participant, informing them
What do you do if you claim an incentive to an email not associated with your PayPal account?
Published June 6th, 2024 by Letycia Bialle
If the email you used to claim your incentive is not the same as your PayPal account email you can't amend the email on Ayda for verification purposes. Instead, you can update your PayPal email: Using the PayPal Website: Go to Settings. Email Section: Add: Click +, enter the email, and confirm via email. Update: Click Update, make changes, an
How Can I Receive My VAT Invoices?
Published November 22nd, 2024 by Letycia Bialle
How are VAT invoices issued? Fees in Ayda are only charged when incentives are released. When you transfer funds to your Ayda Wallet, no fees are deducted, and the full amount remains available for withdrawal at any time. Because of this, VAT invoices are not issued for wallet top-ups. VAT invoices are project-specific, and since incentives within a
How Can I Fund My Ayda Wallet and Projects?
Published November 20th, 2024 by Letycia Bialle
To pay participants through Ayda, it's essential to have funds available in your account. You can top up your Ayda Wallet or directly add funds to a specific project. Any funds in your Ayda Wallet can be used for any of your projects. Adding Funds to Your Wallet Once you log into your Ayda account, your wallet balance will be displayed on your dash
How to Manage Users in Your Ayda Account
Published December 5th, 2024 by Letycia Bialle
Managing users on your Ayda account is simple. You can easily add new users or deactivate existing ones through the following steps: Log in to your Ayda account. Navigate to Settings: On the left side menu, click on Settings. Go to the Users Tab: In the Settings menu, select the Users tab. Add a New User: To add a new user, click on the Create User
How Do I Add Participants to a Project?
Published November 20th, 2024 by Letycia Bialle
Once your project is created, the next step is to add participants, which we refer to as Assignments. To get started, navigate to the Assignments tab in your project dashboard. Here, you'll find a user-friendly interface that allows you to add participants in two ways: Add Participants Individually: If you’re adding participants one at a time, click
How to Rebate Unclaimed Incentives
Published November 22nd, 2024 by Letycia Bialle
At Ayda, we aim to ensure participants claim their incentives fairly and promptly, which is essential for maintaining a healthy research ecosystem. If a participant hasn’t claimed their incentive within the agreed timeframe, you can rebate it. Here's how to rebate unclaimed incentives on Ayda's platform. Step 1: Decide on the Claiming Period Before
How Do I Access AydaSign?
Published October 8th, 2024 by Letycia Bialle
1. Get Started: Sign In: Log in to your Ayda account. Navigate to Documents: On the left side menu bar of your dashboard, click on the "Documents" tab. Here, you can store templates and create documents for your projects. 2. Create Templates and Documents: What is a Template? A template is a pre-defined document structure that you can use as the bas
What Is a Trust Score?
Published February 17th, 2025 by Letycia Bialle
What is a Trust Score? AydaTrust calculates a trust score using behavioural and payment data to help ensure research integrity by identifying and filtering out unreliable participants. How AydaTrust Uses Trust Scores AydaTrust categorises participants into three trust levels: Red: High fraud risk – not recommended for studies. Amber: Needs further r
How Can I Make International Payments with Ayda?
Published December 5th, 2024 by Letycia Bialle
Ayda makes it easy to pay participants globally using three main currencies: USD, EUR, and GBP. With these currencies, you can send payments to participants in over 50 countries, and they can claim their incentives directly into their local bank accounts in their own currency. Here’s how it works: Currency and Payment Process The payment amount is p
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