Assessment Settings: Pricing Tab

The Pricing tab manages credit card payment settings for your assessment, including payment requirements for individual responses and cohort initiations. (See different ways to monetize your assessment here: Monetization Overview: Ways to Charge Your Assessments)

Pricing Settings

1. Credit Card Payment Required. If Credit Card Payment is required to respond to this assessment or to create a Cohort, select this indicator. (If Iterations are in use the Credit Card information is entered on the Iteration.)
   • This is one of the two options for Credit Card Processing. This option is the only available option for Cohorts and is best for single response assessments when there is a single assessment.
   • Available Assessments is also available when you have a list of single respondent assessments.
   • Credit Card Processing is integrated with Stripe. Enter your Stripe details into the Settings Form.

The following fields only appear if Credit Card Payment Required is selected.

2. Price Per Person. Only applicable for Cohort Initiation Process. If selected, pricing is calculated based on the number of raters.
3. Currency. The currency of the charge or Price Per Person.

Charge (not shown in screenshot) - The amount to charge if pricing is not Per Person.

Phase (not shown in screenshot) - If Credit Card Processing is selected for a phased assessment you can select the phase (1 or 2) that the credit card processing applies to.

The following fields only appear if Price Per Person is selected.

4. From / To / Price. Only applicable for Cohort set up process and appears if Price Per Person Selected.
   • Enter price per person based on ranges of respondent counts. You can have multiple prices based on ranges of people counts.
   • The respondent charges are specified on the Assessment Role (you can have roles that are not charged for).
   • If a count (number) does not appear in any range, it cannot be selected. For example, you may have a minimum or maximum number for a cohort.
   • The price charged will be calculated by multiplying the number of respondents of Roles that are charged for by the rate on that respondent count range (i.e. it is not cumulative).
5. Allotment Pricing - Pricing is by Cohort. Select if allotment pricing is in use, and the price is per cohort rather than per response.
6. Add Cohort Price. (See below.)
7. Save / Save and Close / Save and go to Assessment Builder.

Allotment Pricing

When you sell responses to partners (set up as Organizations in the system) the Price List specifies the applicable price. You can have separate prices for individual or groups of partners, date ranges, and currencies. It only appears on the menu if Response Allotments are enabled in the Site Settings.

1. Price Name. For identification purposes only.
2. Price Description. Notes on the price are displayed when making a purchase. Maybe additional conditions for the price.
3. Organizations. Lists the Organizations that this price is available to. Only Organizations that purchase responses will be listed. Prices may be linked to an Organization here, or, from the Organizations screen, Organizations may be linked to Prices.
4. From Date. The date the price is available from. It will not be visible until then.
5. To Date. The expiry date for the price. This does not affect the responses purchased, it only applies to the allotment availability. If it has no limitation, enter a future date like 31/12/2099.
6. Currency for the price.
7. From / To / Price. Specify the range of responses that each price is applicable to. If the price applies regardless of the number purchased - enter a To value of 9999 (or similar).
8. Save / Cancel.