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 sending documents via AydaSign. To invite them, select the assignment, click "Invite," and send the invitation.
If you want to pay participants directly simply follow these steps to complete the payment process.
- Select the Assignments: From the project’s Participants tab, choose one or multiple participants (assignments) you want to pay.
- Select “Incentives”: After selecting the participants, click on the Incentives option in the pop-up menu at the bottom of the screen.
- Click "Allocate Incentives": This action moves funds into the selected assignment.
- Fund Project Wallet: If you have sufficient funds in the project wallet, the system will automatically use those funds to complete the payment. If there are no funds available in the project, the system will prompt you to add funds, you can then transfer the required amount from your Ayda Wallet or create a pro forma invoice to transfer the amount via a bank transfer to Ayda.
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Release Incentives: Ensure all details are correct, including the payment route and incentive amount, and release the incentives. This will trigger an email inviting participants to claim their incentive. The incentive status will then be updated to “Ready to Claim.”
Your participants will be paid through the selected route, and the incentive status will then be updated to “Paid”. For further details on payment routes, click here.