Survey settings: delivery, reward, quality and trackers
The builder’s Settings tab: country, delivery channel, reward, target and budget, minimum trust, stop rule, weighting, messages, trackers and send advice.
What you will learn
- Choose country and delivery channel
- Set the reward, target and budget
- Set quality rules and a stop rule
- Turn a survey into a tracker
Step by step
- In the builder, open the Settings tab in the right panel.
- Market: choose the Country. Only that country’s panel is invited, and the reward is in its currency.
- Delivery → Channel: WhatsApp, then SMS link; WhatsApp only; SMS link only; WhatsApp, then voice call; or Voice call only. For WhatsApp choose the Invitation template.
- Incentive: Amount, Currency, Paid as (Airtime or Mobile Money), Pay instantly or Into their wallet, and an optional Screen-out reward.
- Send advice (draft surveys) suggests the best send window and amount from your own past surveys. Press Use … to apply it.
- Target & budget: Target completes and Max budget (or No cap). The page tells you what the wallet needs.
- Audience quality: Minimum trust (Trusted 75+ costs 25% more) and Speeding threshold (seconds).
- Quotas: Add quota (for example 250 women, 250 men). Full quotas screen people out before the paid part.
- Stop when results are stable: turn on Alert me when results are stable, choose the Key question and Margin of error target, and optionally Close the survey automatically.
- Weighting: Weight to census shares by gender, age band and region.
- Messages: the Intro and Thank-you texts.
- Tracker: Run as an always-on tracker, New wave every week or month, and Completes per wave.
What you will see
- “Needs GHS … in the wallet” under the budget.
- “Calls are billed per minute” for voice channels.
Check yourself
Pick an answer for each question, then press Check my answers. Nothing is saved or sent.