Skip to main content
Xoxoday Plum supports bi-annual panelist reward cycles through a self-service dashboard where clients upload participant data and configure incentive allocation rules manually or automatically.

Managing Panelist Data at Scale

Xoxoday Plum provides a centralized self-service dashboard for uploading and managing panelist information. Administrators can add, update, or remove participant records directly—without raising support tickets or waiting on vendor intervention. Whether you’re onboarding a new cohort of research panelists or refreshing an existing group ahead of a scheduled reward window, the data management layer keeps everything in sync. For organizations running HR systems like Workday or SAP SuccessFactors, Xoxoday Plum supports integration-based data sync so panelist records stay consistent across platforms. This removes the manual effort of maintaining duplicate participant lists in separate tools.

Configuring Bi-Annual Incentive Allocation

Incentive allocation in Xoxoday Plum runs on a rule-based engine that triggers on a defined schedule. For bi-annual reward cycles—common in panel research and employee engagement programs—administrators configure the rules once, and the system executes each allocation automatically at each interval. No repeat setup is required between cycles. Rules can be based on participation milestones, point thresholds, or custom criteria specific to a program’s design. For example, a research panel running two reward windows per year can assign a fixed point value per completed survey, with automatic distribution firing at the close of each cycle.

Manual and Automated Allocation Modes

Xoxoday Plum gives program managers the flexibility to choose between manual and automated allocation. In manual mode, an administrator reviews and approves each distribution before points are issued—useful when allocation decisions require human judgment or an internal sign-off step. In automated mode, the rule engine handles distribution entirely, reducing administrative overhead and ensuring consistency across every cycle. Both modes operate within the same dashboard, so switching between them requires no additional configuration or training.

Security and Compliance

Xoxoday Plum handles participant data under controls aligned with ISO 27001 and SOC 2 Type II standards—certifications that enterprise procurement and security teams typically require before storing panelist records or processing incentive payouts at scale. Access to uploaded data is governed by role-based permissions, ensuring only authorized users can view or modify participant information. Learn more: Xoxoday Plum Help Centre — Point-based System

How does rule-based reward automation work in Xoxoday Plum?

Learn how Xoxoday Plum’s rule engine automates point allocation based on custom triggers, schedules, and participation criteria.

How do you upload and manage participant data in Xoxoday Plum?

Understand how the self-service dashboard handles bulk uploads, record updates, and data governance for reward program participants.