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Setting up quotas

Learn how to set up quotas.

Cameron Gavin avatar
Written by Cameron Gavin
Updated this week

In this article:


What are quotas?

Quotas help ensure your audience sample specifications are met during study fielding. For instance, if your study requires higher sampling within a specific subgroup e.g. gender (male, female) or age (Gen Z, Millennials, Gen X or Boomers) so that an industry-specific consumer demographic is accurately captured then it's helpful to set up quotas to ensure your custom audience has correctly profiled respondents and hasn't over or under-sampled specific groups.

Quotas are available on standard demographics such as age, gender, region, and income, but not on custom targeting.


How do I set up a quota?

You can set up quotas on in Audience Marketplace on both Demographic Groups and on Single-Select Screening Questions:


Quotas in Demographic Groups

To add quotas to Demographic Groups, select the Demographic Group you want to add quotas to and you will be taken to this page:

  1. To enable quotas, select the options from the demographic drop down list

  2. Edit the % amount of the Quota by typing in the box

  3. Distribute the quotas evenly by selecting this button

  4. If the total quota amount adds up to more than 100%, it will count as a soft quota.


Quotas in Screening Questions

To add quotas to screening questions, select the Screening Question* from the Launch view and it will bring you to this page:

  1. Distribute the quotas evenly by selecting this button

  2. Edit the % amount of the Quota by typing in the box

*Quotas are only available on Single-Select Questions

When using screener quotas in a weblink audience, you will need to define a completes goal by setting a Link Expiry to ensure quotas are followed. You can learn more about setting a Link Expiry through here.


Interlocking Quotas

What are interlocking quotas?

Interlocked quotas guarantee that you will recruit people from every possible combination of your set quotas. This helps ensure an even balance of respondents. Quotas can be interlocked based on demographic quotas and screener quotas.

See the example below of a common use of interlocking quotas.

To interlock your quotas select the 'Interlock Quota' in the top right corner of your demographic group:

Select 'Add Dimensions', and choose which quotas you wish to interlock:

This will show you the breakdown of the interlocked quotas:

Adjust your quotas by clicking into the percentage boxes, or distribute them evenly across demographics:

The column on the right will show the quota for each distribution. This number cannot be lower than 3%.

Once you have set up your distribution to your liking, select 'Save' in the bottom right corner.

You will be able to see which questions are included in your interlocked quotas indicated by this button here:

Should you need to make changes to your quotas, simply click on this button and it will bring you to the Interlock quotas page. Here, you can edit answer options, adjust quota percentages, and add or remove questions altogether.

Once you are done making your changes, click 'Save'.


Soft Quotas

What are Soft Quotas?

A soft quota is where the total quota adds up to more than 100%. This allows you to have a quota that is based on a range rather than a hard quota that requires all quotas to hit a particular number.
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This is very useful if you are hoping to get a mostly representative set but are okay with some flex - e.g. if you had a soft quota on gender - Male=55% & Female=55% and Other 10% (120% total) this would give you a range for both Male and Female of somewhere between 35%-75%, and other 0%-20%, or a 20% flex.
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Using soft quotas can speed up your research by making it less likely that it will get stuck waiting for responses and stopping your study from completing.

To use soft quotas, you simply need to add quotas in your audience and add quotas that have a total of over 100%:


Partial Quotas

What are Partial Quotas?

A Partial Quota is where you set quotas on one particular group. This is a way to ensure you get a certain number of responses for a demographic but are flexible about the fallout for the rest of the groups. A partial quota is a hard quota, meaning you will get exactly the percentage you set, no more or less.
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For example, if you wanted to make sure you had 30% of respondents be 18-29 and 30% be 30-44, but are not concerned about the fallout of the older age groups, you would set partial quotas.


FAQ

  • What is the smallest % you can have as a quota?

    • Quotas can not be split to be less than 3%

  • Can I change quotas after my study is live?

    • Yes! You can soften your quotas after you launch your study - just be careful, you can only make your quotas softer, and you cannot lower the quota once you have increased

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