Survey.com FAQs

You get to choose which projects you'd like to work on. The app shows the requirements, time to complete, deadline, and the pay. We add new projects often, so you should always be able to find some you want.

Our app guides you through all projects with easy-to-follow instructions that include photos

Here are descriptions of our most common projects.

Audits / Mystery Shopping:

You'll find our clients' products and/or promotional displays, and use our app to take photos and enter dataabout:

Which specific products you found

How many items are on the shelf

How many facings they have

Whether or not they have price tags

Prices

Merchandising:

These projects are more hands-on. Most of the time, you'll complete a brief audit, and you'll also:

Restock shelves / coolerswith products found in the stock room

Build promotional displays

Straighten up the products (pull them to the front, clean up any debris, make sure the labels face forward, etc.)

Remove expired or expiring products

You'll document your work with before and after photos.

Resets:

Every so often, retailers change the way products are arranged on their shelves (or even the entire store!). This is called a "reset" and involves removing every item from the shelf and replacing them with new ones.

Most resets take 4-8 hours to complete. You'll work on a team, and there will be a supervisor on premise to help you.

Product Demos:

You'll go to stores and demonstrate our clients' products to shoppers. Product demos usually take 3-6 hours and are done on pre-set schedules. We provide training, materials, and a debit card you use to purchase the products for your table.

Brand Ambassador:

Brand Ambassador projects are similar to audits / merchandising ones. The difference is that you'll also meet with store managers. The goals of the manager meetings include:

Telling them about our clients' brands and products

Discussing adding products, additional facings, or promotional support

Getting feedback about how our clients' products are selling

Helping managers place orders for products

(Update on 12/20/19 - table extended through the 5/1/20 payment request period)

Visits are approved on a fixed schedule. Assuming you completed all the requirements, your visit will be approved eight business days from when you uploaded it. Business days do not include holidays or weekends. The first business day is the business day after the day you complete your visit.

The table below shows the expected approval date based on when you uploaded your visit. The column on the right shows which payment request period based on the approval date.

Again, this assumes that you completed the project requirements, made any necessary revisions (if needed).

The order that payments are processed is based on reliability rating and other factors. The better your reliability score, the better your likelihood of getting paid earlier in the process.

For more information about our approval and payment policies and schedule, see the main article on the topic here: When Will I Be Paid.

YES!!

You can earn up to $100 in referral bonuses for each person you refer. It’s a great way to boost your income without having to do additional store visits.

How it Works

You share your referral code with people you think would like using our app. They download the app and enter your code when they register. When we approve their visits, you get a bonus equal to 10\% of whatever they earned.

So when they complete a $10 audit, you get a $1 bonus. If they complete a demo and make $60, you get a $6 bonus.

You continue to earn the 10\% bonuses until you reach $100 from each person you referred. There's no time frame or expiration.

How To Share Your Referral Code

Go to the app menu (top left) and choose Refer a Friend

Click Invite Friends

Choose a sharing service

Select the friends you want to invite

Send your code

How to Keep Track of Your Referral Earnings

Total referral earnings, as well as the names of the people who generated them, are listed on the Referrals screen.Referral bonuses are listed as bonuses on your Payment Center screen.

When Will I Receive My Bonus Payments?

They are applied when the visits completed by the peopleyou've referred are approved.The bonuses will be paid with your other earnings.

Terms and Conditions

The person you refer:

Must be someonewhodoes not already have an account with Survey.com

Must have a unique phone number

Must have a unique email address

Musthave a unique device ID (two or more Survey.com users may not share a device)

Mileage bonuses, travel bonuses, and reimbursements do NOT generate a referral bonus; only the visit payments do

We reserve the right to hold under review or deny referralbonuses if we have reason to believe the individual referred is not a new member in our system. In some cases, your ability to use the referral system may be revoked. In such cases, your referral code will not work and you will no longer earn referral bonuses.

If you have any questions, email [email protected]

The Survey Merchandiser app has a filter feature that lets you control:

How projects appear in the app (by project or by store location)

What types of projects are included on the Available list / map

What types of project are included and excluded from the Available list / map

Here's how it works:

How to Access the Filter Options:

Open the app and go to the Available list

Tap the filter button at the bottom right of the screen (green circle)

After you tap the icon, you will see this screen:

What the Filter Options Do:

The filter options control what's displayed on the Available list / map. Here's what each option does:

View: Choosing Store will give you a list of stores with available projects. It's sorted by location from you, nearest to farthest. Choosing Projects will give you a list of projects with available stores, and the list is in alphabetical order. The projects are further sorted by category.

Show Only: This will let you view only visits you can claim, only messages and surveys, or routes. It's a great choice for people looking to find projects they can do right away.

Please note that you do not need to choose any options in this section. This is important because this section works with the next one, Types of Work, and some combinations of choices will not yield results.

Types of Work: This lets you see only certain types of work. Choosing Resets or Demos, for example, will show you only this type of project. In this case, you would not want to choose an option in the previous section because those types of projects are not claiming, routes, or messages/surveys.

You can also exclude certain types of work. This is helpful if you don't want to pursue sell-ins, if you have a hard time printing, or do not want to wait for a shipment.

Applying Filters:

To apply a filter, you have to tap the "Apply Filter" button at the bottom of the screen. Right above that button, you'll see "Total Results" and a number. If this number is zero, you will not have any projects available because no projects can be found based on the options you selected.

Removing All Filters:

There are two ways to remove all filters:

1) Uncheck all selections in the Show Only, Types of Work, and Excluded Job Types sections and tap Apply Filters at the bottom.

2) Tap the "x" icon at the top right corner of the screen and tap Apply Filters at the bottom.

Please note that the only required choice is the View option (described above).

Troubleshooting:

If you look at the Available list (or map) and do not see any projects, or see fewer projects than you expect, the first thing you should do is to check which filters you have active.

For example, if you see a list of stores, but want to see a list of projects, you probably have Stores selected. Tap Projects and Apply Filters, and the view will switch.

If you chose Resets, but don't see any, you may have also selected something in the "Show Only" section. Uncheck that and tap Apply Filters and you should the resets.

Many projects require you to interact with managers or other store employees. For example, you may have to drop off an order form, ask the manager to update price tags, or ask to access the store’s backroom to find inventory to add to the shelves.

It is crucial that these interactions are completed in a professional manner. That’s because if managers complain about Survey.com and its reps, we could lose our access to that store, and possibly the entire retailer. And if we lose store access, we will not be able to offer as many projects.

If you have a complaint about a store manager, contact us - not the retailer.

Here are some rules that will ensure your success:

Starting Your Visit

Go to the Customer Service desk

Tell the clerk you are there on behalf of the client and would like to speak to the manager about the task at hand*. Example, “Hi, I’m here on behalf of Client X and would like to talk to the dairy manager about updating some price tags.”

The clerk will either page someone or tell you where to go and who to ask for.

Once you’ve met with the manager, introduce yourself the same way you did in step 2.

If the manager asks for your credentials, show them the Letter of Authorization (if you have one; not all projects have them). This will be found in the Attachments section of the project. You can also show them your virtual badge in the app. That can be found in the profile screen of the app.

* See the project instructions for the client name and specifics.

If the store is NOT in your Assignments list, do not attempt to do the work. Contact us and find out what you should do.

Interacting with Store Managers

Once you’re with the manager:

Always...

Be polite

Be respectful

Listen carefully

Never...

Interrupt

Argue

Tell them they are wrong

Give them an attitude

Be pushy

If Managers Complain About You, There Are Consequences

Manager complaints make it to us. Managers may not always remember the Survey.com rep’s name, but we know who was at the store at the time of the complaint. We take complaints very seriously, and they may result in the immediate suspension or deactivation of your Survey.com account.

Remember, The Manager is Always Right

Never, under any circumstances, argue with a store manager. Never tell them they are wrong.

Example: If they do not want to change a tag, thank them for their time and explain what happened in the project’s comments section.

What To Do If the Manager Tells You to Leave the Store

Simple. You leave. Do not argue. Do not tell them you are authorized to be there. Do not attempt to complete the rest of the project steps. Just leave.

Once you have exited the store, explain what happened in the Comments section of the project in the app.

What To Do If a Manager or Other Store Worker Asks You What You’re Doing

Imagine you’re auditing our client’s products. While you’re taking photos or entering info into your phone, someone from the store asks if you need help. Or asks what you’re doing. What do you say?

Tell them you’re doing a quick audit of some products. You have to take some pictures and enter some information and then you’ll be out of the store.

If they ask more questions, tell them you’re there for Survey.com. You can offer to show them the LOA (if you have one) or your virtual badge.

What To Do If A Shopper Interrupts You While You’re Working on a Project

Always defer to shoppers. Be polite. Never argue with them or give an attitude. Move out of the shopper’s way and wait for them to leave the area before resuming the project.

What to Do if a Shopper Asks You a Question About Products

Let them know you don’t work for the store. If you feel comfortable answering their question, feel free to do so. If not, refer them to a store clerk.

Dress Code

Some projects descriptions include instructions about what to wear. If the project description does not have specific instructions, you should dress conservatively.

The Survey.com Code of Conduct

This Code of Conduct describes a set of expectations about how you should conduct yourself as a registered user with Survey.com. In summary, we expect you to be professional, courteous, and respectful at all times. This includes when you interact with Survey.com staff, store personnel, shoppers, and other people assigned to the same store visit.

Please note that this message is a reminder of the general guidelines associated with your Survey.com account. It's always good to brush up on the basics from time to time. As long as you understand the following and act accordingly, your account will remain in good standing.

Thank you for reading and please feel free to email any questions to [email protected].

Deactivation Policy

We reserve the right to deactivate your Survey.com account at any time and without warning. That means you will not be able to use our platform to find and complete retail services projects.You will still have access to your visit and payment histories, message archives, and other features.

The following is a list of things that can lead to having your account suspended or deactivated. This list is not all-inclusive.

Complaints from store managers about your behavior

Abusive behavior towards Survey.com employees, including messages sent through the Survey Merchandiser app, social media, third party forum posts, text messages, or emails

Fraudulent activity, including, but not limited to:

Location spoofing

Entering false information in response to project questions

Reusing photos from previous visits

Self-referrals

Providing false information when registering

Consistently poor store visit response quality

Frequent missed visits

Excessive deadline extension requests

Holding assignments open for excessive periods of time

Sharing a device with another registered user

Bringing a weapon into a store

Attempting to complete a store visit while under the influence of drugs or alcohol

Contacting a Survey.com client for any reason

Contacting the corporate office of a retailer unless specifically told to do so by us

Failure to pick up materials shipped to you

Selling or listing for sale items you were required to purchase to complete your visit that have been or will be reimbursed by Survey.com (on eBay, Craigslist, Facebook Marketplace, etc.)

Violating the referral terms of service:

The person you refer:

Must be someonewhodoes not already have an account with Survey.com

Must have a unique phone number

Must have a unique email address

Musthave a unique device ID (two or more Survey.com users may not share a device)

Here is a 90 second video that shows you how to claim a visit. The text version is below.

Once you’re in the available tab, you can claim or request any job you want to do.

request.

If you’re looking for jobs to do in that instant, go to the filters icon on the bottom right, and click on it. Once you’re in the filters page, select Project and Claim & Go, and hit apply filters.

Once you’ve filtered your view, you can select any job to read the project details. This is extremely important and the details tell you what the job requirements and objectives are. It’ll tell you how long it’ll take you to complete the project, the payout, the attachment you will have to print out before your visit etc. As you scroll up, the available stores will display the distance from your current location as well.

Once you’ve checked the project details, and store details. You can select Claim. When you select claim, you will get three options, to claim directly, preview the project, and get directions from your location.

If you’re all set, and want to go ahead and claim it, there will be a reminder message letting you know that you have 6 hours to complete the job. If you are positive that you can, go ahead and claim the job.

If you have any questions, please submit a

When you’re on the app, click on the map icon to see a map view of the jobs around you.

request

The blue dot shows your current location, and these other pins show the payouts for jobs at locations near you. The multiple numbers mean there are more jobs available in that store.

By tapping on a location, you will be able to see the projects available in that store. For more project details, click the project.

If you have any questions, please submit a .

Welcome to Survey! Please read this guide because it answers the most common questions we get. Understanding how everything works from day one will make your experience much better.

Getting Paid for Your Work - How It Works and How Long It Takes

Visits are approved on a fixed schedule. Assuming the information and pictures you uploaded are accurate and complete, and there are no revisions outstanding, your visit will be approved eight business days from when you upload it.

More info:

Visits are approved* eight business days from when you upload them (business days do not include holidays or weekends)

Once approved, you must request a payment through the app

The payments get made in the next available payment processing period

Payment request periods end at 11:59pm EST on the 1st, 10th, and 20th of each month

Here's an example:

If you uploaded a visit on 5/14, it would be approved on 5/24. If you requested it that day, it would be part of the payment request period ending 6/1. Those payments get made on 6/3, 6/4, and 6/5.

Here is a link to a page with more information and a table showing when your visits will get approved and paid based on when you upload: Visit Approval and Payment Schedule

Here is a link to the main Payment Support Page where you can browse the other articles.

* Not all visits get approved. If your visit is missing information, or if the instructions were not followed, we will message you about it. In some cases you may need to return to the store. In some cases, the visits will not be approved.

How Do I Get Paid?

We pay via PayPal. That is the only way. We do not offer direct deposits, Venmo, paper checks, Western Union, or anything else.

When you have a balance that you can request (remember, visits are approved eight business days from when you upload them) you request the payment through the app.

What Kind of Projects Do You Offer?

The most common projects are:

Audits: Enter data and take photos of our clients’ products and promotions you find in stores.

Merchandising: Set up promotional displays, restock shelves, add stickers to products, and more. Some of these require us to ship materials to you.

Resets: Remove old products and replace them with new ones during your 4-8 hour shift

Product Demos: Complete 3-5 hour product demonstrations.

Brand Ambassador / Sell-Ins: Build brand and product awareness and help store managers place orders. These usually require you to print materials.

The app shows the available locations, requirements, deadlines, and pay. You get to choose which ones you’d like to do.

Are There Instructions?

We publish easy-to-follow instructions in the app. Instructions include reference photos, diagrams, examples, and other details you might need.

How Do I Get Assigned To Projects?

Three ways:

1. Claiming:On the Available list, look for "Instantly Claim and Go". Stores listed there are yours for the claiming. You sign up and have to complete the store visit by the deadline. Deadlines vary by project and are always clearly stated.

2.Requesting: You can find projects by going to the Available section of the app. When you’re interested in a project, open it in the app, choose a store, and select Request.

3. Direct from Survey: Survey reps will message you about available assignments. These may be in the form of "Offers", which are a group of stores you can complete over several hours or days.

How Can I Get Started Today?

Go to the Available tab in the app, find a project, and claim or request a store. If you don’t see anything available, please contact us at [email protected] and we’ll help you find something.

If we have reason to believe you’ve violated any of the expectations described in the Survey.com Code of Conduct, your account may be placed on probation.

What it Means For You

When your account is on probation, you can still use the app, but with the following restrictions:

You cannot claim stores, you can only request them

You will not be granted extensions

You will not be eligible to complete demos

You will not be eligible to complete projects that require the shipment of materials

While on probation, continued violations of the guidelines described in the Code of Conduct may lead to account deactivation.

We're Here to Help

We take the Code of Conduct seriously and expect you to do the same. Our goal is to help you understand the expectations and improve so that your account can return to a normal status.

FAQ

How can I find out why my account was placed on probation?

When you're account is placed on probation, we send an email with the reason. The reason can also be found in your profile in the app:

Code of Conduct

If you have more questions, contact [email protected]. We will reply within one business day.

How long is the probation period? How do I get off probation?

Your account will be eligible to be removed from probation after you've completed ten (10) consecutive problem-free visits.

That means no expired assignments*, no cancellations**, no incomplete visits, no visits that need to be re-done (all or partially), and no continuation of actions that led to being placed on probation. To be sure that the visits are problem free, they will need to be reviewed, and the review process takes eight business days.

*Sometimes assignments inadvertently expire while you are waiting for materials from us, because the project ends, a store quota is reached, or other reasons beyond your control. These will not count against you.

**Depending on the reason, cancellations may not count against you. We will evaluate each cancellation on a case-by-case basis. And if a client cancels a shift, that will not count against you.

I disagree and do not think my account should be on probation. What can I do?

Contact [email protected] to share your side of the story. Again, we want to help you. If there is a misunderstanding, we’re interested. We will reply within one business day.

Will being on probation affect my ability to get assignments?

Yes. When your account is on probation, you cannot claim stores. You have to request assignments and wait for our staff to assign them to you.

You are also ineligible for demos and projects that require shipping.

Where can I learn more about your policies so I can keep my account in good standing?

Make sure you're familiar with the Survey.com .It explains the basic expectations and discusses how to handle yourself in stores. If you want just the basics, see the next question.

What are some examples of things that may get my account placed on probation?

The following is a list of things that can lead to having your account placed on probation, suspended, or deactivated. This list is not all-inclusive. This is also in the app in the Learning Center. Look for FAQ.

Complaints from store managers about your behavior

Abusive behavior to Survey.com staff, either through our systems or on third party forums

Fraudulent activity, including, but not limited to:

Using the same photos for multiple visits

Creating multiple user accounts

Spoofing your location

Submitting false information through the app

Self-referrals

Consistently poor store visit response quality

Frequent missed visits

Excessive deadline extension requests

Holding assignments open for excessive periods of time

Sharing a device with another registered user

Contacting a Survey.com client for any reason

Contacting the corporate office of a retailer unless specifically told to do so by us

Failure to pick up materials shipped to you

Here at Survey.com, we offer many types of projects, including Sell-In’s. The purpose of a Sell-In is to educate store managers and decision makers about new products and promotions in the market and talk to them about placing an order! The first step to a Sell-In involves printing a sell sheet, which will be presented to a manager later on in the visit. Once you arrive at the store, you will complete a quick audit, in which you check if the products on the sell sheet are available in the store. Then, you will speak to the manager about specific products and try to persuade them to place an order. At the end of the visit and you will have the manager or decision maker initial your sell sheet.

Sell-In’s are great because they are fast, fun and there is usually a bonus attached if the manager ends up placing an order! Here are some tips on how to complete a successful Sell-In visit from real Survey.com merchandisers!

Bring a pen! Especially if the store is busy, carrying your own pen may help expediteyour visit.

Keep your visits short and sweet. Look at the supplemental materials and memorize three to five selling points. Writing a script for yourself will help you avoid any nervousness or uncomfortable silence.

Be mindful of your appearance. Be tidy and dress appropriately for the weather.

If you encounter a manager or decisionmaker who is rude, do not lose your temper. Try to remain positive and stay calm. You are not responsible for their behavior and the only thing that you can do is be is respectful and patient. If the manager or decision maker continuesto exhibit curt or impolite behavior, simply thank them for their time and leave the store.

Assure the managers or decision maker that by initiating your sell sheet that they are not agreeing to order anything. The sell sheet is used to show that you spoke to the decision maker and educated them on the product.

Be confident! The worst thing that can happen during a Sell-In is the manager says no, so give it a shot! Managers are used to having vendors going into their stores to speak to them about new products all the time. Your job is to educate them on new products/promotions and be respectful, the rest is up to them!

Remember thatthe most important factors in completing a successful Sell-In is to be patient, understanding, and work around any obstacles that you encounter. Educating yourself about the product by reading the sell sheet will also aid you when speaking with store managers and decision makers about the product.

If you are in a store working on a project and need help or have questions, you can contact us through our In-Store Support channel in the Messages section of the app.

How to Access In-Store Support:

Open the menu by pressing the button at the top left. If you are in a project, you will have to go back to the app's home screen

Select Messages

Press + New Message

Choose the option at the bottom, "In-Store Support (9am-9pm EST)"

Q&A:

Is live in-store support available at all times?

No. It is available between 9am-9pm EST during the week. Weekend coverage will vary based on expected visit volume but we will try to answer your questions as fast as possible.

What is the difference between In-Store Support and regular Support?

In-Store Support is ONLY for problems or questions you have while in a store working on a project.

Regular Support is for everything else. General questions, feedback, etc. If you ask a general question, you will not get an answer right away.

How fast will I get an answer?

We will get back to you as soon as possible. Our goal is to reply within one minute. Actual times will vary based on volume.

Again, if your question is not actually about a problem you're having in a store, then it will not be answered as quickly. It will be answered, just not immediately.

Anything else I should know?

Yes. Please don't abuse this system. It's designed to make help you and everyone else get support while out in stores. It is the fastest way to get an answer, but please make sure you're using it only for problems or questions you're having in stores.

All Survey.com reps can access their account on the web. Go to app.survey.com and login with the same credentials you use to login to the app.

The web version lets you do many of the things you can do with the app. You can:

Request payments

Update your profile information

View message history

View store visit history (less detailed than in the app)

Request a password reset

View and download project docs (the attachments from your assignments)

Why Would You Want to Access Your Account on the Web?

The main benefit of using the web version is accessing docs for your assignments. You can much more easily view your projects' Letter of Authorization (LOAs), sell sheets, instructions, and so on. You'll be able to view these docs in full resolution and on a larger screen, letting you be better prepared for your visits.

For many people, it's much easier to print from their computer than from their phone. Your project docs can be downloaded and printed.

You can also view and export your complete payment and visit history.

What Can't You Do From the Web?

At this time, you can't view available assignments, claim or request store visits, or otherwise manage your schedule. You can view messages, but can't send them. You can't update visits that require additional information. And your views into payment and visit history is pretty limited.

That said, if there is demand for any of the above, we would consider adding some or all of those features.

What If I Don't Have a Computer?

Many reps access their account online at the library or other places where they can get on a computer. You can also login on a mobile browser, which can make it easier to download files that need to be printed.

What Does it Look Like?

Login at app.survey.com

Once you've logged in, you'll be in the Payment Center, and can navigate using the links in the menu at the left of the screen:

When working on a reset, or any retail services gig offered by Survey.com, you'll come across words that you may be unfamiliar with. This glossary defines the most commonly used retail jargon words:

The glossary is in alphabetical order...with one exception: The Planogram. That's because it's the most important part of the reset.

The Planogram, or POG, is basically a "shelf map". It's a picture or layout plan describing where merchandise is to be placed on the fixtures. Some are graphic-based, and others are in spreadsheet format (often a mixture of both).

A POG shows:

The overall store layout

The detailson the placement of every product in the store

The aisle and shelf each product should be located

The number of facings allocated for each SKU

Why is the POG so important for resets? Because the purpose of a reset is to change the store from one POG to a new one.

Other Common Retail Terms:

Adjacency:

The layout of the store that shows how each planogram or rack is set next to each other.

Backroom:

Stockroom or receiving area where reserve product is stored.

Back tag:

A printed card used to hang from a peg hook showing that a product is out of stock, the number of facings, SKU and description.

Base:

The bottom flat part of each gondola section.

Category:

Refers to the section in the store; for example Hardware, School Supplies, Cosmetics, etc.

Cut In:

When a new product is introduced, the manufacturer usually likes to “cut-in” the new product into the existing planogram via a revision or update.

Display:

An entire gondola side, counter, category set complete with product and point of purchase materials.

Divider:

Used along with fencing to separate product on the shelves.

End Cap:

A 3 or 4 foot section located at the end of a gondola used to merchandise seasonal, temporary or promotional product.

Facing:

The number of times a product is merchandised on the shelf or peg hook. Some better selling products have more than one facing.

Fast Back Hook:

A two prong hook that attaches into the pegboard. Some are designed as two part pegs for easy removal.

Fixture:

A display furnishing to hold merchandise.

Fixture Accessory:

Shelves, Peg Hooks, etc.

Front Runner:

Plastic strips that attach to the pegs to hold the labels.

Gondola:

A type of free-standing shelving unit where products are merchandised.

IRC:

Abbreviation for “Instant Redeemable Coupon” or “Instant Rebate Coupon”

J Hook:

A hook so called because of its “J” shape. Placed on a shelf used to merchandise impulse products

Label:

Contains price information for the consumer. Labels are placed in the shelf channels to the left of the product or on the front runners for pegged items.

Mapping:

The process of determining locations and adjacencies of departments and merchandise inside a store.

Peg Board:

The backing on many fixtures where hooks are inserted to display product.

Peg Hook:

Metal or plastic hooks that fit into the pegboard to hold product.

Planogram / POG:

A schematic drawing of fixtures that illustrate product placement. Picture or layout plan describing where merchandise is to be placed on the fixtures. Also known as a POG.

Profile:

The height of the gondola. Also, the amount of distance from one shelf to another shelf.

Riser:

Shelves above the shoppable portion of a gondola.

Schematic:

Line-art drawing of the planogram, showing how many shelves or peg hooks to use.

Shelf Channel:

The indented front of the shelf where labels or plastic label strip holders are placed.

Shelf Label:

The indented front of the shelf where labels or plastic label strip holders are placed.

SKU:

Abbreviation for “Stock Keeping Unit”. Some SKU’s have more than one facing. Each SKU is associated with a different product on a planogram (POG) and is a number assigned by the retailer to keep track of the type, color and size of a product.

UPC:

Standard for encoding a set of lines and spaces that can be scanned and interpreted into numbers to identify a product. A sequence of numbers and bar code on the back of each product. Also called a barcode.

Wing Display:

A display that flanks an end cap.

While the Reset Team Lead will assign you your specific tasks and supervise your help, you have to document your work with the Survey Merchandiser app. Need the app? Get it here.

Before you leave to go to the store, make sure that the store appears in your Assigned list. If you are unsure how to check, please refer to this article, specifically this section.

**Important** If the store you're about to go to is not in your Assigned list but you think it should be, then you should contact us. If the store is not in your Assigned list, then it is not assigned to you,and you should not just show up and work. If you complete a reset that was not assigned to you, you might not get paid.

Step 1:Start the Assignment

Sign in to the app go to the Assigned tab.Find the store and tap Start. Please be aware that your shift has a preset start time, and you cannot tap Start until that time, usually 15 minutes before the shift starts.

After you tap Start, this is what you'll see.

Under the heading Projects Steps are what we call "Sections". Each Section is titled in GREEN ALL CAPS. Each section contains the specific instructions, questions, and other ways for you to document your reset.

Step 2: Tap "On Arrival"

This section asks you to do things before you start the visit. In fact, some of these steps should be completed before you enter the store.

Step 3: Follow the directions. Take the photos.

Continue working through each section. Each one has its own instructions. At one point you will be told to put your phone away until the end of the day.

Step 4: Ending of the Day

At the end of the day, the most importantsection is "After the Reset":

Step 5: Finishing up.

Once you're finished, keep tapping Done. The app will ask you if you're ready to upload your response. You can do this right then and there, or you can wait until you are on a wifi connection.

If you wait, you can find your completed reset visit by opening the menu (button, top left) and choosing Upload Assignments.

Tap the UPLOAD button at the bottom of the screen.

In this article, you will learn:

How to get qualified to get reset assignments

How to find and request a reset assignment

What happens after you request a reset assignment

How to know if you have a reset assignment

How to know if you DID NOT get assigned

How to confirm or decline your reset assignment

What to do if you are running late or need to cancel your assignment

Overview: How to get a reset assignment

The only way to get assigned to a store for a reset is for a Survey.com project manager to assign you. That means you cannot sign up for a store on your own. And before you can get assigned, you must complete the Reset Qualification project in the app. (See below).

There are two ways you can let a Survey.com project manager know you're interested in a store:

Request the store through the app (most common)

Respond to a message from a project manager about a specific store

Also, to be assigned, you must have the Survey Merchandiser app. Click here for more info and download links.

Important:

The number of reset reps needed for each shift is limited. In many cases, the number of people requesting a shift exceeds the number of available spaces. That means not everyone will get assigned. You will not get every shift you request.

How Do I Get Qualified to Get Reset Assignments?

To be considered for resets, you will have to complete and pass the Reset Eligibility project in the Survey Merchandiser app. This project is a survey, so you can review the material and answer the questions from anywhere.

The Reset Eligibility survey explains the terms of service and policies specific to Survey's reset projects. Your answers will determine whether you are qualified and eligible to be considered for reset assignments. Topics include:

Basic requirements needed to be able to complete a reset, including

Past reset experience

Successful completion of training modules

Reliable transportation

Ability to lift 25lbs

Ability to work on your feet, including standing, bending, squatting, and crouching, for the entirety of your shift

Device and app usage policy while working in a store

Professionalism policy

How to work with Survey's scheduling and support team

Attendance policy

Survey's approval and payment policies

Cancellations

The project is available in the app. If you don't see it or have questions, please message Survey Support through the app or by emailing [email protected].

How to find and request a reset assignment in the app

Step 1: Go to the Available tab

Step 2: Scroll down until you see projects with Store Resets in the name.

You may have to scroll quite a bit because the list begins with the Claim and Go assignments. Resets are in the Merchandising section.

If you're only interested in Resets, you can create a view to see only Resets. To do that, click the filter button (green circle at the bottom right of the Available list) and choose Resets, then Apply Filters at the bottom. This will show you only resets.

Step 3: Tap the Stores & Info Button to see the stores available to request.

You'll have to scroll down to get past the project details to see the available stores.

Step 4: Tap the Request button

You'll know you requested a store correctly because you'll get a confirmation message at the top of the screen.

If you go back to the main screen, you can see stores you've requested by going to the Requested tab.

What happens after you request a reset assignment

Survey.com has a team of reset project managers who review the requests and assign the stores. Requesting does not guarantee you'll be assigned. In almost every case, the project manager will reach out to you to go over the details, such as:

The hours and days of the reset

Store locations

Pay rate

The project manager may also confirm you know what to expect, have reliable transportation, and will answer any questions you have.

How to know if you have a reset assignment

Requesting an assignment does not mean you have been assigned. A Survey.com project manager must still assign the store to you.

Please note that you will NOT get assigned to every store you requested. Before you go to the store, please confirm that the store is in your Assigned list.

To check if the store is in your Assigned list, tap the Assigned tab. If you have an assignment, it will look like this:

If you have other assignments, they will also appear on that list.

Again: If you do not see the store you requested on this list, it is not assigned to you and you should not go to the store.

How to know if you did not get assigned

After you request an assignment, the store appears in your Requested list. The status will show as Requested. If you get assigned, the store will move to your Assigned list and you'll be notified.

If you do not get assigned, the status will change to "Filled - Waiting in Line". This means that the store is fully assigned to other reps (that's what "filled" means in this case) but we will contact you if space opens up (that's what "Waiting in Line means in this case).

Unfortunately, space is limited so you will not get ever assignment you request.

How to confirm or decline your reset assignment

We will ask you to confirm or decline your assignment. This lets us make sure that you will be completing the reset and that we don't have to send someone else.

Here's what it looks like in the app. If you get your message via text (SMS) or email, you can just reply. You don't need to go to the app.

Tap Reply and the app will ask you to choose a category. Choose Assignments

Then type confirm or decline and send. Feel free to add details if needed.

What to do if you are running late or need to cancel your assignment

If you are running late for some reason, please let us know through the app. Here's how:

Open the app and go to Messages by tapping the menu button (top left) and choosing Messages.

Tap + New Message

Choose In-Store Support or Support

Type your message

If you need to cancel, please reply to the person who scheduled you.

If you communicate with us via email or text, you can message that way as well.

Summary:

To get paid, your visits must be approved, and you must request the payment through the app's Payment Center.

Assuming the information and photos you upload are accurate and complete, and that there are no revisions still outstanding, visits are approved eight business days from when you upload them.

Remember that business days do not include holidays or weekends.

Once your visit is approved, you can request a payment in the app's Payment Center. Survey has three pay periods each month. Payment request periods end on at 11:59pm EST on the 1st, 10th, and 20th of each month. Payments requested by those dates are paid over the next three business days.

Click this link to see a table that shows when visits will be approved and paid based on upload date.

Full Explanation

To understand when you'll be paid, you have to understand three things:

How the visit review and approval process works

How to request a payment

How the payment schedule works

Payment schedule - visual

These three things together determine when you'll be paid. That's because you can only get paid for visits that have been approved for payment, you can only get paid by requesting a payment through the app, and payments get made based on a payment schedule.

This article explains the process and gives a few examples.

How the Visit Review and Approval Process Works

After you upload a store visit, it must be reviewed and approved for payment by our Quality Assurance (QA) team. They check each upload for accuracy and completeness. If everything is correct, the visit gets approved. If something is missing or needs clarification, they will contact you by email.

How Long It Takes To Review / Approve a Visit

Visits are approved on a fixed schedule.

Assuming that the information and photos you submitted are accurate and complete, and that there are no revisions still outstanding, your visit will be approved eight business days from when you upload it. Business days do not include holidays or weekends.

How To Request a Payment

Once your visit is approved, you can request a payment. There is only one way to do this, and that is to do it through the app's Payment Center. Here's how:

Login to the app and tap the menu button (top left)

Choose Payment Center

Enter your Paypal email (if needed, will be pre-filled if you had already entered it)

Tap Request Payment

Review the information shown on the popup and confirm if it's correct

Important Information About Payment Requests:

You can only request a payment through the app

We do NOT use Paypal.me so do not enter that in the Paypal Email field and do not send us payment requests via Paypal.me. This will delay your payment.

Make sure the Paypal email you enter is correct. Check for typos, make sure it's the one listed in your Paypal account, make sure your account is set up.

Payment Schedule

Payments are processed over a three business day period. The order of payments is largely based on your reliability rating. The better your reliability rating, the better the likelihood that you'll be paid earlier in the pay period.

Payment Schedule Summary:

Survey processes payments three times each month, and these are called Payment Periods

Each Payment Period spans three business days (business days do not include weekends or holidays)

Each Payment Period begins one business day after the Payment Request Deadline

Payment Request Deadlines are always 11:59pm EST on the 1st, 10th, and 20th of each month.

Payments are processed throughout the day on all the days of a Payment Period, including the final day, until they are done, which is usually in the evening on the final day.

Things to know before you contact us:

We cannot tell you the specific day or time you will be paid - just that it will be paid by 11:59pm EST on the last day of the pay period

The date you request payment does not affect the specific date / time you will be paid

Payments are not made in order of request or alphabetical order

Payment order is largely determined by reliability rating, though other factors may apply

Payments made on the final day of the pay period are not late

11:59pm EST is at night. It is not just before noon.

Please note that questions about the specific timing of payments will not be answered. You should only email us if you don't see an expected payment hit your account by 11:59pm EST on the last day of the pay period.

Approval and Payment Calendar

In a few special cases, some users are not paid via the app. If you don't have the payment center option or if you were redirected here then this applies to your account.

If you are unclear why your account is configured this way, please reach out to support.

Note that only this article only applies to a few users.

Visits are approved on a fixed schedule. Assuming that the information and pictures you submitted are accurate and complete, and that there are no revisions outstanding, your visit will be approved eight business days from when you uploaded it. Business days don't include weekends or holidays.

Depending on the volume of visits that need to be reviewed, the complexity of the projects that are being reviewed, and the overall quality of the responses, it can take longer than eight business days, but this is rare.

Related Questions:

Why does it take eight business days?

We process thousands and thousands of visits each pay period. Each visit needs to be checked for accuracy and completeness because we must be sure that we can bill our client for the visit.

Could it ever take longer than eight business days for visits to get approved?

YES. Yes it can. If we need more information for you, that can make things take longer. For example, if you have to go back to the store, we have to wait for you to do that and then upload. That visit then re-enters the queue.

Also, not all projects are the same. Some are much more time consuming to review. If there are a lot of challenging projects being processed, that can slow down the review process for all reviews, even simpler projects.

What should I do if I have visits that are more than eight business days old but still Pending?

First, make sure you are counting correctly. Business day 1 is the business day after your upload. Holidays and weekends do not count as business days. To make this easier, please view this table that shows when v isits will be approved and paid based on upload date.

If you need help, contact [email protected] and we'll help. Make sure you include the name of the project so we can look it up easier.

We pay reps via Paypal. If you don't have a PayPal account, you can create one for free by going to PayPal.com.

If you do not have PayPal account account, and are unwilling or unable to get one, you cannot use our service because we will not have a way to pay you.

To request a payment:

1. Tap the menu button (top left) and select Payment Center

2. If your Available for Payment balance is $5 or more, there will be a field where you enter your PayPal email*

3. Tap Request Payment, and select Yes from the popup.

*Your Available for Payment balance must be at least $5 in order to get paid. If it is below $5.00, you will not see the field for the PayPal email.

We have three pay periods each month. Here's the Payment Schedule

Welcome to Survey.com's guide to resets!

This introductory article covers the following topics:

What is a reset?

What do reset merchandisers do?

What are the requirements?

Is there a dress code?

After you've read this article, please read the other articles in our Reset Support section by clicking the links to the right (PC) or bottom (mobile device) or clicking here. You can also use the search function or ask us a question through the app.

What is a reset?

A reset is a large-scale rearrangement of a store's products. Resets are completed by teams of merchandisers and can take hours to several weeks to complete. Most stores conduct resets 2-4 times per year. Resets are done to keep things fresh for shoppers and maximize sales.

What do reset merchandisers do?

Each reset has a designated Reset Team Lead who will assign you your tasks. The Team will explain how each task should be done and will check your work when you're done. It is crucial that you follow the Team Lead's instructions.

While each reset is different, common tasks reset merchandisers complete include:

Moving products to new locations within the section or store

Tearing down and rebuilding entire sections

Removing old products that have been discontinued

Adding new products / new product lines

Changing or adding new price tags

Changing fixtures

Changing graphics

Adjusting shelving

If you don't understand the terminology or are unclear about what you should do, make sure you ask the Team Lead for clarification. The Team Lead is responsible for getting the reset done on time and correctly, so they will help you with whatever you need.

What are the requirements?

Please read these requirements carefully to make sure resets are for you.

Must have access to reliable transportation. Most jobs are not on bus or other public transportation lines and you will be expected to be punctual.

Must have an iOS or Android device that can run the Survey Merchandiser app ( get it here ) and must have an active account in good standing.

Be able to follow instructions and work efficiently

Must be able to lift at least 25 lbs.

Ability to work on your feet for the entirety of your shift (6+ hours) including crouching, repeatedly lifting objects, moving boxes, etc.

Work well with others

Must be able to communicate in written and spoken English (to work with your Survey.com schedulers, use the app, etc.)

Be able to maintain a professional appearance and attitude throughout your shifts

Reset experience is preferred but not required

Is there a dress code?

The basic dress code is business casual:

Black or khaki pants

Solid colored polo (no logos)

Solid colored, closed-toe shoes are preferred. Tennis shoes are acceptable as long as the color is solid.

Black or brown belt for men

Absolutely no tank tops, sandals, open-toed shoes, shorts, printed shirts, or dirty clothes.

More info:

Now that you know the basics, please read the other articles in our Reset Support section by clicking the links to the right (PC) or bottom (mobile device) or clicking here. You can also use the search function or ask us a question through the app.

Below is a list of all the the support articles about resets. The links in the large text are the articles and the smaller text (bullet points) are sections within the article. You can also search this page or use the search function if it's easier.

What is a reset?

What is a reset?

What do reset merchandisers do?

What are the requirements?

Is there a dress code?

How to Get Reset Assignments

How to get qualified to be able to get reset assignments

How to find and request a reset assignment

What happens after you request a reset assignment

How to know if you have a reset assignment

How to know if you DID NOT get assigned

How to confirm or decline your reset assignment

What to do if you are running late or need to cancel your assignment

How to Use the App to Complete Your Reset

Professionalism and Conduct During Your Reset

Getting Paid for your Reset

Survey.com's payment schedule / when you'll get paid

A reset I completed says "Pending". What does that mean?

Help! The Pending amount is WRONG!!

How to request a payment

The payment methods

Answers to frequently asked questions about pay

Frequently Asked Questions About Resets

How do I get paid?

When do I get paid?

Do I have an assignment? Was I assigned?

What does "Filled - Waiting in Line" mean?

Why can't I start my assignment?

The team lead / manager said they don't need me...

Why does the app show a payment range?

Does Survey pay mileage?

The Pending Payment amount is wrong!

I uploaded my reset visit...what happens next?

Where do I enter my Paypal email?

Do you use Paypal.me?

Do I get a referral fee?

My referral isn't appearing on my list

Can I complete resets for other agencies?

Planogram and Other Common Retail Terms

Here is are answers to the most common questions. Included in this section are:

How do I get paid?

When do I get paid?

Do I have an assignment? Was I assigned?

What does "Filled - Waiting in Line" mean?

Why can't I start my assignment?

The team lead / manager said they don't need me...

Why does the app show a payment range?

Does Survey pay mileage?

The Pending Payment amount is wrong!

I uploaded my reset visit...what happens next?

Where do I enter my Paypal email?

Do you use Paypal.me?

Do I get a referral fee?

My referral isn't appearing on my list

Can I complete resets for other agencies?

How do I get paid?

See the main article about how to get paid.

When do I get paid?

See the main article about the payment schedule.

Do I have an assignment? Was I assigned?

If you have an assignment for a reset (or any other Survey.com project), it will appear in your Assigned list.

To get to your assigned list, go to the main projects page in the app and tap Assigned. This shows you all of your active assignments. If you don't see the store in question, then it is not assigned to you. If you think this is incorrect, please message us through the app or email [email protected].

For more information, please review the main article about reset assignments, specifically this section: How to know if you have a reset assignment.

A store I requested says "Filled - Waiting in Line". What does that mean?

Reset shifts have limited availability. There are a fixed amount of spaces available. In many cases, the number of people requesting a shift exceeds the number of spaces available, so not everyone who requests a shift will get assigned.

If you get assigned, we'll let you know and the store(s) will appear in your Assigned list.

If you don't get assigned, the store(s) will show as "Filled - Waiting in Line". That means all the spaces for the shift you requested are filled, but we will contact you if space becomes available.

The app is not letting me start my assignment. Why?

Each reset assignment has a specific day and time that it can be started in the app. If you go to your Assigned list, you'll see this information. The app will not let you to start the assignment until the time you see on the screen. The start time is generally 15 minutes before the start of your shift.

The Team Lead or Store Manager said the reset is cancelled, completed, not scheduled, or that they don't need me. What do I do??

We are a third party provider of reset services. Sometimes the schedules or store needs change and we receive short notice, or no notice at all. Reasons include:

Reset finishes earlier than expected

Scheduling mishap

More people showed up than expected

We will let you know about schedule changes as soon as possible, but we often find out about it from our reps. These changes are beyond our control.

In many cases, you will still get a partial payment...but only if you follow the instructions in the app.

Here's what to do in order to get partial compensation (details about partial compensation are always in the app).

Contact us through the app.

Remain on or near the store until you hear back from us regarding the status of today's reset. We will contact our client.

*IMPORTANT* Start the reset in the app and follow the instructions. There are specific instructions about how to handle this.

Why does the app show a pay / payment range?

Resets are hourly pay projects. The pay range shows the expected range of pay based on the expected hours in the shift. You will be paid for your actual hours (unless the shift is cancelled etc.; see below).

Does Survey pay mileage?

Survey does not pay mileage as part of its standard operating procedure. If mileage is to be paid, it must be agreed upon, in writing (through the app or by email), before your shift.

The Pending Payment amount is wrong. Why?

The dollar amount showing as pending is based on the initial shift estimate. The Quality Assurance team will adjust the payment based when the review it. See next question for more info.

I uploaded my reset assignment. What happens next? When do I get paid?

Resets (and every other type of visit) must be approved by Survey before you can request a payment.

Visits are approved on a fixed schedule. Assuming the information and pictures you uploaded are accurate and complete, and that there are no revisions outstanding, your visit will be approved eight business days from when you upload it.

Business days do not include holidays or weekends, and business day 1 is the business day after you uploaded your visit.

Here is a table that shows when your visit will be approved and paid based on upload date.

https://support.survey.com/hc/en-us/articles/360027748592-Visit-Approval-and-Payment-Calendar

Where do I enter my Paypal?

You can enter it in your profile (Menu -> Profile) or in the Payment Center (Menu -> Payment Center). Please note that the field to enter your Paypal email will only appear at the Payment Center when you have a balance you can request. Once it's entered there, it is saved.

Do you use Paypal.me?

No. Please do not send us a payment request via Paypal.me. We will not honor requests made that way. The only way to request a payment is through the Payment Center in the app.

For more information, please go to the main article about requesting payments.

Do I get a bonus or referral fee if I refer someone?

Yes! Survey has a great referral program:

You earn a bonus of 10\% of what each person you refer earns, up to and until you earn $100 from each person

There is no time limit - you will continue getting the 10\% bonus until you hit $100, whether that takes a week, a month, or 10 years.

There is no limit to how many people you refer. The more you refer, the more you can earn.

How it works:

The person you refer must enter your referral code when they register their account in the app.

You can find your referral code, share your code, and track your earnings in the app by going to the Menu -> Refer a Friend

You get paid for your referrals the same way you get paid for your visits.

Terms apply. For more information, visit the main article about referrals.

I referred someone but they're not showing up in my list. What can be done?

Simply contact us through the app (Menu -> Messages -> + New Message -> Support) and let us know. You can also email [email protected] and we'll help. Make sure you tell us the person's name and/or email.

You will get credit for all their work, even the work done before we added the person to your account.

Can I complete resets for other agencies?

You are only allowed to attend reset assignments on behalf of one third party agency per day. If you accept a reset assignment from Survey for a certain day or set of days, then you may not accept assignments for the same day or days from another agency.

Likewise, if another agency assigns you to a reset also offered by Survey for a day or set of days, you may not also accept assignments for those days from Survey.

Accepting assignments for the same day from Survey and any other third party may result in account deactivation.

You can enter or change your PayPal at any time in your profile.

To find your profile, open the menu by tapping the button at the top left. Tap "My Profile". Scroll down to where it has your address information. The last field is your PayPal address.

You can also enter it in the in the Payment Center - but only if your Available for Payment balance of $5 or more. If it's less, you can change it in your profile.

Please note that your PayPal email does not have to match the email you use to login to the app. Changing your PayPal email will not change your login email.

Summary:

Survey.com processes payments three times each month. Each pay period begins the business day after the Payment Request Deadline and spansthree business days. (Business days do not include holidays or weekends.

Payment periods are occasionally extended due to volume. If the payment period is extended we will let you know by email.

Deadlines:

The Payment Request Deadlines are 11:59pm EST on the 1st, 10th, and 20th of each month. Those dates and times are the deadline even if they happen to fall on a weekend or holiday.

Payment Processing Time:

We process paymentsthroughout each day of the pay periods, right up until 11:59pm EST on the end date.We're unable to providethe specific date or time that the payment will transfer - just the three day window.

Schedule:

The schedule below shows when visits will be approved and when you can expect payment for the end of 2019 and beginning of 2020.

Here are answers to the three most common questions people have about requests and assignments:

How Requests and Assignments Work:

Reps can request storesuntil the work in the store has been completed. That means stores that are already assigned are still available for request.

The project manager responsible for the project reviews the requests and assigns stores. Assignments are NOT first-come, first-served.

Because multiple people request each store, we try to spread the assignments around so that as many people as possible get a chance to participate. That means you won't get every store you request.

If you aren’t assigned to a store, you get added to the waitlist. If there’s a cancellation, we’ll reach out and let you know.

How Long It Takes to Find Out:

The amount of times it takes for us to make assignments depends on the type of project.

We usually assign audit projects within one or two business days. Projects that require us to ship materials take a bit longer because of the extra coordination involved.

How Will I Know if I’ve Been Assigned?

We send a push notification when you get assigned.

However, it's easy to miss a push, so if you are unsure if you have an assignment, there's a way to check in the app. Open the project and select a store. If you have the option to start the visit, then it’s yours. If not, you’re either on the waitlist or it’s still unassigned.

Visits that have "Pending" as the status are ones that have not been approved yet.

Visits are approved on a fixed schedule. Assuming that the information and pictures you uploaded are accurate and complete, and that there are no revisions outstanding, your visits will be approved eight business days from when you upload them.

As soon as yourvisits are approved, the earningsappear in the Payment Center asAvailable for Payment. Earnings from visits that are waiting to be reviewed show up as Pending Approval.

**Important**

Business days are Monday through Friday. Business days donot include weekends or holidays.

The first business day is the day after you upload your visit.

Accurate information and clear photos speed up the review process.

Thanks!

If you want to view your complete store visit history and payment history, log in to your account online (not the app) by going to app.survey.com. Login with the email and password you use for the app.

The first thing you'll see is the Payment Center. If you're not on the payment center, just click the link on the left menu.

Scroll down until you see a table called "Completed Visit History". The table includes every assignment you've ever uploaded. You can sort by project name, date, status, payment amount, and payment date.

You can also export your history, and you can choose the start and end date. The export controls can be found at the bottom of the page.

Important:

If you see "N/A" in the payment date, that means you haven't been paid for the visit. A few reasons for that:

If the assignment was approved, you either:

Haven't requested the payment

Have requested, but the payment hasn't processed yet

If the assignment is Pending or Needs Senior QA, that means you uploaded it but we haven't finished the review process yet

The assignment may have been for $0 (e.g. training surveys, brand ambassador registration)

The assignment was Disqualified or Invalidated

Please let us know if you have any questions by reaching out to Support in the Messages feature of the app.

By default, you should receive push notifications when you've been assigned a location.

If you're not receiving these notifications then it's likelythat your notifications are disabled for your app. You may turn these notifications back on by using the following steps:

Open the Settings on your android phone.

Tap "Apps" or "Applications" to view a list of installed applications on your phone.

Find and tap the "Survey" or "Retail" app.

In the app settings page that appears, tap the "Notifications" category.

Next, make sure the "Block All" setting is turned off.

Many projects have attachments that you need to print out in order to complete the store visits. Others have attachments that you're not required to print, but you might want to print so you can be better prepared for your visit.

There are several ways to get the docs to a printer. But first, here's how to know if you are required to print.

Check the Project Attributes. If printing is required, it will say so there.

To get to the Project Attributes, tap the project name to view the details and scroll down. In most cases, the project description will also tell you if printing is required.

This information is available before you're assigned, so if you're unable or unwilling to print, those types of projects are probably not for you.

To access the documents you need to print, tap the Attachments button. The documents you need to print are called out.

If you don't see printing required, then you don't need to print. See the following example. It has attachments, but there is no Project Attributes section because there are no special requirements.

Four Ways to Print:

There are four ways to print:

1) Print from your device

2) Send it to yourself or someone with access to a printer

3) Access the docs from app.survey.com

4) Send it to a Fedex and pick it up.

1) Print from your device

After you open an attachment, you'll see two icons at the top right of the screen. Tap the one on the far right (printer icon) to open a dialogue. This should only be used if you're device and printer are able to communicate with each other via wifi.

2) Send it to yourself or someone else with access to a printer

Tapping the icon to the left (sharing symbol) will open up a sharing dialogue that lets you send the attachment somewhere. Choose the way you want to send (e.g. email, text, etc.), choose the recipient, and send.

This is a great way to get it onto a PC that is connected to a computer that is connected to a printer.

3) Login to your account on a PC and access the docs there.

If you have access to a computer that's connected to a printer, you can login to your account by going to app.survey.com. Use the email and password combination you use to login to the app. Choose "Project Docs" from the left menu to access the documents.

**Important** You can only access documents for projects from the web that have been assigned to you. You won't be able to find ones that are available or requested.

4) Send to FedEx

To print to a local FedEx, tap the Print to FedEX button at the bottom of the attachment and follow the instructions. You can view the locations on the map. Please note that you are responsible for the printing expenses.

Visits are approved on a fixed schedule.

Assuming the information and photos you submitted are accurate and complete, and that there are no revisions still outstanding, your visit will be approved eight business days from when you upload it.

If there's a problem with your visit, or if we have questions, we'll reach out through the app and/or email. This can also slow down the approval process for you and for the rest of the people on our platform because it increases the work load for the QA team.

As soon as yourvisits are approved, the earningsappear in the Payment Center asAvailable for Payment. Earnings from visits that are waiting to be reviewed show up as Pending Approval.

Important

*Business days are Monday through Friday. Business days donot include weekends or holidays.

The first business day is the business day after you upload your visit.

There are many business day calculators online you can use to figure out when you can expect your visits to be reviewed.

Thanks

If the password you're entering doesn't work, please use the "Forgot Your Password?" option to initiate a password reset.

If you're on the page that requests you to "Enter your email to begin" and are wondering where the option to enter your password is - Simply enter your email, tap "Begin", and the app will then determine if you need to login with a password (existing account) or if you need to register your email (new account).

When you enter your email on the first page of the app (that asks "Enter your email to begin") and then tap "Begin", the app will automatically determine whether or not there's an account associated with the provided email.

If you're forwarded to page that asks you to "Enter your password", enter the password that you remember being associated with your account. If you can't remember your password, tap the "Forgot Your Password?" option on this page.You will then be presented with an option to initiate a password reset.

However, if you're instead forwarded to a registration page, this means we have no account on file for the email that was provided. Please check the spelling on the email that you entered and consider any other email address that you may have used.

Summary

Survey.com will not send you a 1099-MISC.

Youmightreceive a 1099-K from the third party (PayPal) from whom you received payments. Whether you do or don't depends on your personal circumstances and the third party's specific policies.

Either way, you are responsible for reporting the income you made bycompleting visits on behalf of Survey.com on your tax return.

For the details, please read the official answer from our legal team below.

If you have questions, email [email protected].

How To Figure OutYourIncome

Your complete income history can be found in the Payment Center in the Merchandiser and Retail apps.Use the amounts from your Payment History when you fileyour taxes.

Here's how to get the the Payment History:

Open the Menu panel by tapping the top-left icon

Select Payment Center

Your payments are found in the Payment History and broken down by month

RelatedResources

Requesta 1099 from PayPal

Information regarding aSchedule C (1040 Form)

PrintableSchedule C

Official Answer

The responsibility for providing IRS Form 1099 informational returns with respect to payments made to a payee via a third-party payment network (such as but not limited to PayPal) lies with that third-party payment network.

According to Department of Treasury regulations, the recipient of the goods or services that such third-party payment network is making the payment on behalf of is relieved of any obligation to file an IRS Form 1099-MISC with respect to such payments.

Therefore, Survey.com will not be issuing IRS Form 1099-MISCs to payees in respect of income from services facilitated between the payee and Survey.com's clients.

Third-party payment networks must generally provide informational returns on IRS Form 1099-K setting forth the gross amount of payments made to a payee during the course of a calendar year.

However, third-party payment networks are only obligated to report such payment transactions on an IRS Form 1099-K with respect to payees who (i) receive gross payments in excess of $20,000 in a calendar year from such third-party payment network and (ii) receive such payments over the course of more than 200 transactions. You can read more about PayPal's policy on issuing 1099-k's here: https://paypal.com/webapps/mpp/irs6050w

Whether or not you receive an IRS Form 1099-K with respect to payments you received for the you performed for Survey.com's clients, you are still obligated to include such amounts received in your gross income on your personal tax return.

The above information is based on the current guidance issued by the IRS, and we will seek to inform you if there is any change to such reporting requirements.

NOTE: The information above is based on current IRS guidance. We are not tax experts. Please consult your tax advisor or the IRS if you have further questions.

The most common questions we get, by far, are how do I get paid and when do I get paid.

This article explains:

Survey.com's payment schedule / when you'll get paid

A reset I completed says "Pending". What does that mean?

Help! The Pending amount is WRONG!!

How to request a payment

The payment methods

Answers to frequently asked questions about pay

When will I get paid?

The main article on this topic can be found here. It has a table that shows when you'll get paid based on when you request your payment, a payment calendar, and printable versions of each view.

To get paid:

Your visits must be approved by Survey's review team

You must request the payment through the Survey app

Once requested, payments get made based on our payment schedule

Approval Times: Visits are approved on a fixed schedule. Assuming that the information and pictures you uploaded are accurate and complete, and that there are no revisions outstanding, your visit will be approved eight business days from when you uploaded it.

(Business days do not include holidays or weekends). Approval times can sometimes take more than eight business days, but that is rare.

Payment Dates: Survey has three payment periods each month. Payment periods are when we process payments that have been requested through the app. Payments are processed on business days.

The payment request deadlines are at 11:59pm EST on the 1st, 10th, and 20th of each month. Whatever you have requested by the deadlines will be paid over a three business day period beginning the business day after the deadline.

Estimating When You'll Get Paid: The best way to estimate when you'll get paid is to add eight (8) business days to the day that you complete your reset and assume that's when your reset will be approved for payment and when you can request it. Then you can look at the payment calendar and see when you'll get paid based on that request day.

Or visit this page to see when visits will be approved and paid based on the visit date.

Example: A visit uploaded on March 22, 2019, would be approved on April 2, 2019 (eight business days later). April 2 is part of the payment request period that ends on April 10, so that payment would be expected by the end of the day on April 15, 2019.

To better understand when you'll get paid, please see the main article.

A reset I completed shows as Pending. What does that mean?

When you upload a reset, its status will be Pending. That is because the reset is pending approval. Our Quality Assurance (QA) team reviews every single visit uploaded by Survey reps.

Visits are approved eight (8) business days from when you upload your reset. Missing information (such as missing logbook pictures) can make the process take longer, so please make sure you follow all the instructions in the app and take clear photos.

See the main articles here and here.

The Pending amount is WRONG!

If the Pending pay for a reset you completed is incorrect, don't worry. It gets adjusted during the review process to reflect the hours you worked.

When you complete a reset, the amount shown in Pending is not always correct. That's because the pending amount is based on the expected number of hours you worked, not the actual hours you worked.

Each reset has a certain amount of hours it's supposed to take. You get paid for the hours you work (minimum payments apply in certain circumstances). When the QA team reviews your reset, they will enter in the hours you worked and approve it. There's no reason to be concerned by unless the Approved amount is different from what you expected. If it is, just contact us and we'll explain and fix if needed.

How do I request a payment?

There is only one way to request a payment, and that is to request it through the app's Payment Center. Here's how:

Step One: Tap the Menu button and choose Payment Center

[email protected]

Step 2: Request Payment

This screen shows you your balance that is available to request as well as the balance that has not been approved yet. (Every reset has to be approved before you can request payment. Assuming you have satisfied all the requirements, your resets are approved eight business days from the visit day. Learn more here ).

To request your payment, simply tap the Request Payment button. If it's your first time, you may have to enter your Paypal email. See below for more details.

Step 3: Review the message, and Confirm.

Please note that the popup tells you when your payment will be made at the latest. It will be paid based on the payment schedule you can find here. Payment Schedule.

After you've requested your payment, it will appear in the Payment History section and it will include the estimated payment dates.

What are the Payment methods?

We pay reps via Paypal. It is the fastest and easiest way to get paid. Don't have an account? You can set one up in minutes. See below.

Many people are concerned about Paypal fees. Survey.com pays the fees. If you earned $120, request $120, you receive $120.

About PayPal

PayPal is 100\% free. You can link your bank accounts to it, change them, etc. without sharing ANY of that information with us. Here's a link to where you can set up an account: www.paypal.com

If you don't have a bank account, you can order a FREE debit card to get instant access to your PayPal cash: https://www.paypal.com/us/ webapps/mpp/debit-card

Frequently Asked Questions about Payments:

I think I was incorrectly credited or paid for my reset. What should I do?

Please contact us through the app (go to Messages, + New Message, choose Support, and explain) and we'll help you. You can also email and include the email you use to login to your account, the store, the date of your reset, and a summary of the situation.

Some of my resets are still pending so I can't request them. What can I do?

Resets are approved eight (8) business days from the day you complete the visit.

I don't want to get paid via Paypal. What other options do I have?

We only pay via PayPal.

I know the payment periods span three days. Is there a way to know more specifically when I'll get paid?

Not really. Payments are processed in order by reliability score and other factors. The better your reliability score, the better the likelihood you'll be paid earlier in the process.

It's day three and I haven't been paid!! What's going on?

Payments are made each of the three days, including the final day. Payments are made on the final day until they are done, which is sometimes not until late in the evening. Payments are not late if they are made on the third day, even if it's past 5pm EST.

You are expected to conduct yourself with a high degree of professionalism. Much of what follows may seem like commonsense -- as it should -- but please read it carefully to make sure you're clear on the expectations.

In addition to the expectations explained in the Survey.com Code of Conduct, here are a few guidelines to follow during your reset.

Always follow the instructions from your Reset Team Lead

Be respectful and maintain a professional and courteous demeanor at all times:

Do not argue with your Team Lead or the other team members

Do not talk back to your Team Lead

Do not roll your eyes or demean your Team Lead or other team members

If you are unsure what to do, or don't understand the terminology, ask your Team Lead for help or clarification.

Do not text or use your phone for anything other than work purposes.

A few other things:

What you should do if you find yourself in a confrontational situation:

Excuse yourself for a moment, step away, and contact us immediately. Make sure you include a description of what happened in the comments section at the end of the project.

What you should do if you need to leave the store (for an emergency, etc.)

Inform the Reset Team Lead and contact us immediately.

If this happens, you still have to finish completing the in-app documentation. Make sure you explain when you left and the reason in the comments section at the end of the project instructions.

When you open your profile (tap the menu button and choose My Profile), you may see a section called "Ratings". If you don't see this section, it is because you have not been active enough to generate ratings.

Survey merchandisers have three ratings: Reliability, Experience, and Quality. Ratings are on a 1-5 scale, with 5 being the best. Here are the details about each rating, beginning with the most important one, Reliability.

Reliability

This rating is based on your past assignments. Missing assignments lower your rating, completing assignments improve your rating.

Missed assignments include:

Letting assignments expire

Removing assignments you claimed or that were assigned to you

The best way to maintain a strong Reliability Rating is to complete your assignments. If you are going to miss one, you should let us know, because if we remove your assignment, your score will not get affected. We will not always prevent your rating from getting affected. That is handled on a case-by-case basis.

If we cancel an assignment for some reason, that will not affect your rating.

If you think that an assignment is hurting your score but shouldn't be, please contact us by emailing [email protected] or messaging us in the app. If you message us through the app, choose the Support option.

Consequences:

If your Reliability Score drops below 2.5, you will not be able to claim stores. You will have to request stores and get assigned by someone from Survey. Please note that while you are waiting to hear from Survey, the stores may get claimed by reps with better ratings and no longer be available.

Experience:

This rating is based on the types of projects you've completed. The more types you've completed, the higher your score.

Response Quality:

This is an experimental rating that does not currently factor into the assignment process. It measures the overall quality of the responses based on the following factors from each individual response you upload:

Completion Percentage: Missed steps or unanswered questions will lower your response quality.

Changes: If our Quality Assurance team has to change any information you uploaded (e.g. fixing typos, entering information you omitted by finding it in the photos, moving information entered for the wrong product to the correct one, etc.) that lowers your score

Having to return to a store to complete requirements will lower your score.

If you don't have a rating...

If you don't see your rating on the profile page, it is because you haven't completed enough assignments recently for us to calculate the rating accurately. To have a rating, you must have been assigned fiveor more stores.

If you have any questions about your rating, contact us by emailing [email protected] or messaging us through the app (choose Support).

Below is a quick guide to using the Survey Mobile Merchandiser Application.

Download the App & Login

[email protected]

Download the app from the iOS AppStore or Google Play Store

Say Yes when prompted for Push Notifications, Locations, and other permissions

Enter your Survey.com email from the Login Page and select Begin

If you are already a part of the Merchandising team, you will be taken to a screen where you can enter your password and Login or reset your password

Once logged in, you can access any page in the app from the menu icon located at the top left of the screen

Performing your Visits

From the Available tab on the Projects page, you can see all of the projects that you have access to

You can also filter projects by tapping the filter icon at the bottom right of the page

Click on a project to read an overview and see the list of locations

From the Assigned tab of the Projects page, you can see all projects you have started or that are assigned to you

You can go to the Map (accessible via the icon at the top right of the page) to see a map of your location and projects that are available to you nearby

Choose a place from any page and you can get started or view the location in the Maps app / get directions

Once you are in a project, you will see a list of questions and tasks, please answer these questions in any order that makes sense

Only answer questions that are relevant to your visit (questions can be skipped / ignored unless they are marked as "Required")

If a project has an inventory component, you will be able to access the component just as you would any other question/task

From the inventory screen, click on any item to answer the questions for that particular item

To find an item in the list by scanning the barcode of the item on the shelf, click the "laser" icon in the top right of the inventory screen (if available)

You can also find items by searching for the item name from the search bar at the top of the page

Project work is 100\% offline, so the app will work if you don't have signal or have spotty signal.

However, that means you have to upload your work when you are finished...

Once the project is complete, select done from the project page where you will be prompted if you would like to upload the project now or wait until later

Project work is automatically uploaded in the background when you mark the project as Do

Uploading Your Work

Once you have completed your work and are in an area with good signal (ideally WiFi) you need to upload your work

Projects that are marked as complete will automatically be uploaded in the background when you go away from the app, you also have the option of uploading projects manually

From the Upload Projects page, select the items that you want to upload, then press the upload button

You will be notified if the projects selected were uploaded successfully or if there was an error in the process

If the upload fails, please try again

You can click on an item in the list to see details or edit the data

Once you upload your data, that project/visit is complete

You can view the history of your completed projects from the Assignment History page (accessed from the menu). This page contains a list of all of your projects as well as the current status

Any recently uploaded assignments will show on this page and will be available to re-download and edit

You can view payment information from completed projects in the Payment Center page

Troubleshooting

If you are having trouble logging in, you can tap the "Forgot Your Password?" button and select how you would like to receive the password reset information

You must authorize access to your location so that we can properly validate your data

You should review any project attachments and/or example responses prior to your first visit to familiarize yourself with the project

If uploads fail, keep trying, your signal might be weaker than it appears

To update your account information such as name and password, go to the My Profile page from the menu

To access debugging information and the app version, select Help from the menu

If the data will not upload after repeated tries, select Help from the menu, and then select the "Send Emergency Diagnostics" button

If all else fails, please contact support using the "Contact Support" button or email

To logout of the application, tap the settings/gear icon in the menu, and tap Log Out

The Survey Merchandiser and Survey Retail applications use push notifications to alert you when new projects are available in your area, when your assignments are approaching their end date, or give you other project related updates.

The applications will prompt you to enable these notifications when you first download them. If for some reason you didnot enable push notifications when you first opened the app, here's how you can enable them from your settings:

Open the app on your device

Tap the menu icon on the top left

Tap "Settings"

Tap "App Settings (For Device)" on the bottom of the screen, this will open up your iPhone Settings app to our app's settings

Tap "Notifications"

Toggle the "Allow Notifications" setting to the on position

Our QA team may sometimes request additional information about your visits that is needed before they are able to approve the visit and allow the payment process to start. This article will explain how to revise your answers to these visits and re-upload them so that they may be reviewed again.

QA Requested Response Revisions

When your response needs a revision, you should receive an email notification with information about which store and project needs to be revised and a short description of what the problem was. This response/visitshould automatically be downloaded back into the application and be visible from the "Assigned" tab on the home page with the short description of what needs to be changed showing.

You can continue this responseand update the answers by tapping on it just as you would with any other response.

Once you have corrected the existing answers and added any additional required answers,all you need to do is upload the changes. You can do this from the "Upload Projects" page just like a regular response. Once uploaded, the response should be removed from the app and no longer show on the "Assigned" tab. If any additional information is needed, you will be contacted again by the QA team.

Manual Response Revisions

You are also able to manually pull back recently uploaded visits from the "Visit History" page in the application. You can use this feature if you need to addor updateany answers on a visit that has already been uploaded. Once the response has been downloaded onto your device again, all you need to do is make the changes that you want and then upload the response again from the"Upload Projects" page just like a regular response.

Once you have completed a project at a particular store, the last step is to upload that project to us so that we may review it. This article explains the upload process.

Marking "Ready for Upload"

Once a project is complete, you should tap the "Done" button on the main response page and mark the project "Ready for Upload". To do this, simply tap "Yes" on the pop-up that shows after you tap the "Done" button. This will automatically archive a copy of the project for us in case any issues happen while uploading. It will also let our automatic background uploader know that this project is available to be automatically uploaded (don't worry, the background uploader is smart in the way that it uploads so that it doesn't upload large files until you are on a WiFi connection). The background uploader should take care of uploading the project for you.

Manually Uploading Projects

If you would rather not have the background uploader upload your project for you, you can always manually upload the project at any time from the "Upload Visits" page in the app. When on the page, simply toggle any projects you wish to upload to the "on" position and tap the UPLOAD button. From this page, you can see the estimated size of the upload for each visit. Visits larger than 10MB in size will be highlighted in red. When the total upload size of your projects is large and you are not on a WiFi connection, a pop-up will show after you tap the UPLOAD button to confirm that you want to upload those projects over a cellular connection.

If you need to remove a request for any reason -- maybe you requested the store on accident, maybe your schedule changed, maybe you ran into car trouble -- you can do that like this:

1. Find the request in your Requested list.

In the example below, I requested a store for Kicking Horse, but I want to remove it.

2. Tap anywhere on the project to show the details and tap the Remove Request button

If you don't see the Remove Request button, scroll down. Depending on your screen size and your settings, it may require a scroll.

3. Confirm on the popup

Make sure you choose No if you don't want to remove the request!

4. You'll see a confirmation at the top of the screen

5. Refresh the Requested list and you'll see that the requested project / store is no longer there.

In my example, I only had one project with a request. You may have more. If you need to remove other requests, simply repeat the process.

If your assignments aren't showing up in your app, please follow these troubleshooting tips:

Make sure you have the latest version of the app installed. New versions often contain fixes that might help with the issue that you are having. TheMerchandiser appis available on the Google Play Store and iTunes. The Retail app is also available on Google Play Store and iTunes.

Make sure you're logged in with the account our agent contacted you with (or with the email that they specify).

Try to refresh your Projects list - This can be done by pressing the refresh icon in the top right of the projects page within the app, or by using a "pull-to-refresh" gesture on your projects list.

Log out and then log back in. Sometimes this is the best way to determine if you're actually receiving a new, correct, project list.

If these steps do not resolve the issue, please contact the agent that assigned you the locations, and/or submit a help ticket.

The Payment Center screen shows two balances: Available for Payment and Pending Approval.

Available for Payment means exactly that. It's the pay from store visits that we've approved.

Pending Approval shows you the earnings from visits we haven't yet approved. Visits are approved on a fixed schedule. Assuming everything you submitted is correct and that no revisions are still outstanding, your visits will be approved eight business days from when you upload them.

About the Review Process:

After you upload a visit, our Quality Assurance team reviews the data and photos you submitted for accuracy. Assuming everything checks out, your visit will be approved eight business days from when you upload it.*

Please note that it can take longer for visits to be approved. The volume of visits pending approval, the complexity of the projects that need to be approved, and the overall response quality all factor into the time it takes. The eight business day period is about how long it takes in general but is not guaranteed.

As soon as your visits are approved, the earningsappear in the Available for Payment section.

*Business days are Monday through Friday. Business days donot include weekends or holidays.

The first business day is the day after you upload your visit.

Accurate information and clear photos speed up the review process.

Thanks!

You can change this in your Profile. Click the menu button at the top left of the screen and choose My Profile. Scroll down to the Email section and tap the Update Email Address button.

If you don't remember your login email (the one you want to change), please contact [email protected] and we will help you.

We take great pride in the work we do and the work YOU do in stores on behalf of our clients. Without you, our company could not exist. We thank you for your hard work and commitment and look forward to continuing working with you.

This document explains the basic policies about scheduling and completing product demos for Survey.com. It is a companion to our Code of Conduct, so please make sure you’ve read and understand that document. As long as you follow these guidelines, you’ll do a great job.

Overview

As a Survey.com Brand Ambassador, you are representing Survey.com and our clients to retailers and shoppers. During your store visit, you should always be professional, polite, and courteous when interacting with store personnel, other product demonstrators, and most importantly, with the shoppers.

Assignments, Schedules, and Cancellations

When you confirm a product demo assignment, you are committing to completing the visit. You are expected to arrive on time, with the necessary materials, dressed as specified in the project description, and ready to do a great job. We take the schedules very seriously and expect you to do the same.

Unless it’s an emergency, canceling or missing a scheduled assignment may result in your removal you from the Brand Ambassador group. Your account may even be completely deactivated.

Further, if we have mailed you a demo kit and you cancel or miss your assignment, we reserve the right to hold you liable for the cost of the kit and the shipping charges.

Phone Policy

Almost every store has a strict no-phone policy for product demonstrators. However, because you must use our app to check in and out of stores, enter information, take photos, and sometimes interact with your Project Manager, you can use your phone, but only to use our app.

That means no texting, using the internet, or phone calls (unless there’s an emergency). If you use your phone for non-Survey.com purposes, you will be no longer be able to be a survey.com Brand Ambassador and your account may be completely deactivated.

Questions or Concerns

If any issues arise during your demo visit, let your Project Manager know as soon as possible. If you are not sure who that is or you are not getting a response, contact [email protected].

Thank You

Thanks in advance for agreeing to follow these rules. Again, you are representing Survey.com and our clients, and we trust that you will do a great job.

Someone once said that pictures are worth a million words and here at Survey.com we stand behind that statement. Capturing a clear and crisp image is vital to your success as a retail merchandiser. Here are some tips for capturing the perfect image, the first time around.

Utilizing Your Phone’s Camera

If your storage capacity allows you, utilize your phone’s built-in camera app. By using your phone camera you will have more controls, such as a zoom feature and the ability to focus on a specific subject. You will also have the added protection of having the photos saved to your phone is case anything goes awry with your survey and you lose your data such as your phone dying before you could save a specific section.

Follow Instructions

There is nothing more frustrating than having a project invalidated because you missed a step. To avoid this, read the instructions provided in the survey carefully. We understand that not all stores are built the same and some directions may be hard to follow. If for any reason you are unable to comply with the instructions make sure to note what your limitations were on the subject to help expedite the QA process.

Understanding Angles

For some surveys, we ask for medium angle photos. Medium angle photographs should be taken 3 to 4 feet away from the items. When you taking a closeup of a product, make sure you tap on your screen to focus the image. If you find that the passageways of the store are to narrow to capture a shelf from top to bottom, split the image into two and note that the passages were too small to capture the shelf entirely.

Connectivity Issues

If you ever find yourself with a shaky connection, we recommend waiting to get to a location that has Wi-Fi. This will resolve the issue of having your pictures not loading onto your survey completely and it being sent back to you. When a survey is submitted with a fragile internet connection, it leads to the images showing up blank on the survey, thus they quality assurance team cannot assess your work.

Many projects now ask you to scan barcodes on the shelves or on products. This article explains how to use the app's scanner and gives some troubleshooting tips.

Prefer video? Click here to what the how-to video.

How to Use the Barcode Scanner

When you get to the part of the project that asks you to scan barcodes, tap SCAN BARCODES to activate the scanner.

Live In-Store Support.

Next, move the your phone so that the red line goes over a barcode.

Your phone will vibrate each time it scans a bar code. If it doesn't vibrate, then it didn't scan. (See Troubleshooting for more info). There is also an on-screen count of your scans.

Important Things to Know

You can scan the products in any order.

If you accidentally scan the item twice, our system filters out duplicates.

If you accidentally scan a product that you shouldn't have (a nearby one, for example), just let us know in the comments. You DON'T have to clear the list.

Reasons Why Barcodes Don't Scan

Most barcodes will scan, but if they don't a few common reasons are:

The barcodes are damaged

The barcodes are partially obstructed

Poor lighting in the store

The barcode's format is not recognized by our app

Troubleshooting Tips

Have an Android device? Click here for specific instructions :

If the scanner isn't working:

Make sure that you have the latest version of the app. Go to the app store and check if there are updates available.

NEVER delete the app and then re-download it. This will delete your work.

Reach out to the through the Messages feature in the app.

Reach out to your other Survey.com contact(s).

Straighten out the package if needed.

Use your hand to block the overhead light if it's causing reflections on the barcode.

If none of the above helps, or if we can't resolve the problem for you, then complete the rest of the project and explain what happened in the comments section of the project. If you can, include some close up photos of non-scanning barcodes in your upload to help us diagnose the problem.Our tech team will reach out to help you.

If you're experiencing issues with the in-app barcode scanning on Android devices, please follow these troubleshoot-tips.

If these steps do not resolve your issues with the barcode scanner, please reach out to our tech support by navigating to the "Messages" section of the mobile app and choose the message category "App Issues".

Try the barcode scanner test from the "Help" page:

This feature will run an automated test to determine if the barcode detection is working correctly on your device. You will also be able to run the barcode scanner from this page for testing purposes.

Force close the app:

The initial run of the barcode scanner may require internet connection for its initial run. Try force closing the app by tapping your phone's "Overview" button (the button which runs across the bottom of your phone's screen which displays all running apps).

Swipe the Merchandiser app to force close it.

Restart the app once you have internet connectivity and try the scanner once more.

Clear data on "Google Play Services":

The barcode scanner relies on third-party files provided by Google. In the chance these files aren't correctly loaded (likely because of internet connectivity), it may be necessary to clear these third-party files and allow your device to re-download them (which will automatically occur when you run the Merchandiser barcode scanner).

Open your device's Settings and navigate to the Applications list.

Locate "Google Play Services"

Select "Storage"

Tap "Clear Cache", then navigate to "Manage Space"

Choose "Clear All Data"

Restart the app once you have internet connectivity and try the scanner once more.

Projects with the word "buyback" in its title require you to purchase specific items from a store during your visit. You will pay for the product with your own money, and Survey.com will reimburse you.

In order to get reimbursed, you must include a picture of your receipt with the word "VOID" written on it. Your receipt must only include the items you were required to purchase. If you buy other items while at the store, make sure you divide the order so that your personal purchases are on their own receipt.

Other projects, such as demos, will often require you to purchase items, and these will be reimbursed as well.

FAQ:

How do I request my reimbursement payment?

You request a reimbursement payment the same way you request a regular payment. The reimbursement must be approved by our QA team, and when it is, you will request it through the app in the Payment Center.

Please note that all payment requests trigger an automatic popup message that tells you went to expect your payment. Reimbursement payments are handled differently so you can disregard the time frame from the popup.

When do I get reimbursed?

The project description will explain when you'll be reimbursed. It is typically within 48 hours of approval.

What should I do with the products I purchased?

You can discard them, consume them, or give them away. The only thing you cannot do is sell them.

Can I sell the items I purchased?

No. You may not sell or list for sale the items you purchased during a buyback visit, or any other visit that requires you to purchase products. To be specific: You cannot sell or attempt to sell the items you purchased on Craigslist, eBay, Facebook Marketplace, or any other online, mobile, or offline platform.

If you attempt to sell the items, your account may be placed on probation or deactivated.