All frameworks and cheat sheets

Reference table

Who often cannot accept a research incentive

The rules that most often block gift cards for interview participants, and what to offer instead

Table of participants who often cannot accept a personal research incentive, the typical rule that applies to them and what to offer instead
Ask before you invite: the rule depends on the employer, not on your study Source: 5 CFR 2635.204; UK Department for Education user research guidance

A reference table for researchers and customer success teams inviting people who may not be allowed to accept gift cards: US federal employees, UK civil servants, staff under corporate gifts policies, B2B customers and friends of the team. It sets out the usual rule and a fair alternative, from a donation option to no incentive at all. In Koji, participants can claim a reward as a gift card, a prepaid card or a charity donation.

Where this appears

What's in this reference table

ParticipantTypical ruleWhat to offer
US federal employeesGifts up to $20 per occasion and $50 a year from one source, never cashNo incentive, or what their ethics office approves
UK civil servants, contractors and suppliersDfE research guidance says not to use incentivesNo incentive, and a summary of what changed
Staff under a corporate gifts policyGifts from vendors capped or needing approvalAsk first, then a choice of reward or donation
Your own B2B customersOften bound by their employer rules on vendor giftsA modest thank-you with a donation option
Friends and family of the teamDfE research guidance advises against paying themThanks, not money

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Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:

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<a href="https://www.koji.so/visuals/who-cannot-accept-research-incentives-table"><img src="https://www.koji.so/visuals/who-cannot-accept-research-incentives-table/who-cannot-accept-research-incentives-table.png" alt="Table of participants who often cannot accept a personal research incentive, the typical rule that applies to them and what to offer instead" width="1200" height="823" /></a>
<p>Source: <a href="https://www.koji.so/visuals/who-cannot-accept-research-incentives-table">Who often cannot accept a research incentive</a>, Koji</p>