Segments and quotas

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.

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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.

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Setting up segments

Segments are built from your screener questions. From the Recruitment tab, click New quota:

1. On the Segments tab, click New segment and name it (e.g., “iPhone users”).
2. Drag answer options from your screener questions into the segment. Participants whose answers match belong to that segment.
3. On the Quotas tab, give each segment a minimum and/or maximum participant count.

Quotas display as “exactly 10” when min and max match, or “min 5, max 10” when they differ.

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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. Everyone else keeps flowing through. Quotas apply per recruitment round, so a new round starts fresh against that round’s targets.

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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.
• Theme tags — themes are labeled with the segments that drove them.
• 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.