Skip to main content
A screener tells you who qualifies. Segments and quotas control the mix — say, half iPhone users and half Android users, or a minimum of five participants per age bracket. You set targets per segment, and recruitment fills them.

​
Why it matters

Without quotas, recruitment fills with whoever passes the screener first — and that’s rarely a balanced sample. Quotas guarantee the composition you designed for. And because segments carry through to analysis, your results show where groups agree and where they genuinely split.

​
Setting up segments

Segments are built from your screener answers. Set them up in the study builder, right after the screener, or later from the Recruitment tab.
  1. Under Segments, click Add segment.
  2. Name the segment, for example “iPhone users”.
  3. Choose all of or any of to match every rule or at least one.
  4. Click Add rule.
  5. Pick a screener question and the answers that qualify. For example, people who chose iPhone for “Which phone do you use?”
  6. Click Create segment.
Segments come from single- and multi-select screener questions. If the attribute you want to segment on isn’t in your screener yet, add the question first.

​
Setting up quotas

In the study builder:
  1. Below Segments, expand Quotas.
  2. Click Add quota group.
  3. Add the segments you want to balance.
  4. For each segment, set a minimum, a maximum, or both. Use a number of participants or a percentage of your sample.
The builder's Segments section with one segment, and Quotas expanded with a minimum of 3 and a maximum of 4 participants for that segment
To change quotas later, open the Recruitment tab. Expand Quotas if it’s collapsed, then click Edit quotas. The same editor opens in a side panel. Click Save quotas when you’re done. On a live study, Recruitment-tab changes apply as soon as you save. Builder changes apply the next time you publish.

​
How quotas fill

During recruitment, each segment shows a progress bar against its target. When a segment hits its maximum, new applicants who match it are screened out automatically. They’re told the study has received enough responses. On a premium panel, they wait instead, and get an invite if a place in their segment opens. Everyone else keeps flowing through. Quotas apply per recruitment round, so a new round starts fresh against that round’s targets.

​
Segments in your results

  • Segments section — your Summary shows how each segment was defined and who fell into it, with per-segment findings where the groups genuinely diverged.
  • Quote attribution — with segments, quotes are attributed by segment and age (“Lapsed user, 38”) instead of a participant number, so you can read a finding and see which group it came from.
Segments with too few participants are excluded from comparisons (the report says which), so a single loud voice doesn’t get presented as a group pattern.
Two segments is the sweet spot for most studies. More segments means fewer participants per segment, and comparisons need a handful of people on each side to mean anything.