Recruitment: field agents and commissions

6 min Operators

Agents sign people up in person with their own code and earn a commission only after each recruit’s first valid survey.

What you will learn

  • Add an agent
  • Pay owed commissions and record the reference
  • Understand why some recruits don’t count

Step by step

  1. In Panel → Recruitment, open Field agents and press New field agent.
  2. Enter the Name, the agent’s own phone (their own recruits on it never earn), Country, Region, Campaign (optional), Commission per recruit and Code (optional). Press Add agent.
  3. Give the agent their code and poster (the poster icon in their row).
  4. Under Commissions, Owed lists recruits who finished a first valid survey. Pay the agent by Mobile Money outside SmartSurv.
  5. Tick the rows (or Select all owed), press Mark paid, enter the Payment reference (the Mobile Money transaction id) and confirm.
  6. Check Don’t count for each rejected recruit and the reason.

What you will see

  • Recruits don’t count when they use the agent’s number, share a device with other recruits, come in a run of SIM numbers, are blocked or in a blocked ring. A recruit in a ring under review is Held.

Check yourself

Pick an answer for each question, then press Check my answers. Nothing is saved or sent.

1 When is a commission owed?