For SmartSurv operators
Run the panel and the money: respondents, rewards, payout and fraud review, recruitment, countries, privacy, demo requests, analytics and billing administration.
This course is for SmartSurv staff with an operator login. Operators see every client. Practise on demo.smartsurvafrica.com as ops@smartsurv.demo (password demo-password).
- 1
The operator’s console
Operators see every client. Use the client switcher to focus on one, and the alert bell and Overview to keep an eye on the platform.
4 min - 2
Panel: respondents
Search the panel, import members with consent, read a member’s profile, trust and wallet, and block or erase.
6 min - 3
Rewards
The money held in respondent wallets, cash-outs, levels and the top referrers across the panel.
3 min - 4
Review held payouts
Payouts with a high risk score wait for you. Read the reasons, then approve, reject, retry or check again.
6 min - 5
Fraud rings
Respondents linked by a shared device, cash-out number, copied answers or a referral burst. Block the whole ring or dismiss it.
5 min - 6
Recruitment: campaigns
A campaign for each radio slot, poster run, field team or partner, each with its own code, link, QR code, keyword and poster, and a funnel to show what it brings.
7 min - 7
Recruitment: field agents and commissions
Agents sign people up in person with their own code and earn a commission only after each recruit’s first valid survey.
6 min - 8
Recruitment: panel health
Compare the active panel with the census and see, in plain words, which groups to recruit next.
5 min - 9
Record wallet top-ups
When a client funds its incentive wallet by bank transfer, record the top-up so its surveys can run.
3 min - 10
Billing admin: accounts, invoices and payments
Every client’s billing account, its terms and status; invoicing a month, issuing, emailing, crediting and voiding; and recording bank transfers.
7 min - 11
Billing admin: catalogue, taxes, reports and settings
Plans, add-ons, coupons and credit packages; taxes per country; monthly revenue and collections; and the reminder, pause and lock rules.
6 min - 12
Countries and exchange rates
Ghana, Nigeria, Kenya and Côte d’Ivoire: networks, languages, provider status per country, and the exchange rates used in economics and billing.
3 min - 13
Privacy and data requests
Retention, the data region, the processing record and every DATA and DELETE request for the audit trail.
4 min - 14
System status and demo requests
Check that SmartSurv is healthy, check the proof chain, and follow up demo requests from the website.
4 min - 15
Platform analytics and economics
How the panel, payouts, channels and clients are doing across SmartSurv, and what one complete really costs.
5 min