While it's likely that you've identified quota targets during the recruitment process, there are times when the participants that show up for the Conversation do not reflect those targets due to a first-click, first-admitted join process. Quota Targeting helps you get closer to meeting your audience segment goals by providing priority entry to participants that meet your set criteria. If the set targets aren't met, the system will always optimize for the N-size.
How it works
You can choose to add quota targets on a per Conversation basis. To create quotas using Quota Targeting:
- Navigate to the Build section in the Conversation and select the Quota Targeting tab.
- Click on Create Quota and choose one of the poll questions from the dropdown on the right.
- Set the desired ratios — these ratios should mirror the ones set during the recruitment process.
- Complete the step by clicking Save Quota.
You can also set a primary quota by checking the Primary Quota box above the Save Quota button. The primary quota serves as the tiebreaker when a participant meets one desired criteria but unbalances the second one.
Once the conversation is published, you will not be able to adjust quotas.
You want to recruit 100 participants for a session. During the recruitment process, you set a target quota of 70% female and 30% male. In the platform, you use the Quota Targeting feature to mirror that target quota breakdown. Before the start of the conversation, 150 people are in the waiting room:
Scenario 1: 75 participants are female and 75 are male. The algorithm will allow 70 females and 30 males to join the conversation, meeting your targeted split and sample size. The remaining 50 people will see a rejection message.
Scenario 2: 60 participants are female and 90 are male. The algorithm will allow 60 females and 40 males to join the conversation. In this scenario, Quota Targeting maximizes the number of females to get as close as possible to 70% and then allows additional male to enter to reach the sample size of 100.
Scenario 3: In addition to gender, you add a second quota for coffee drinkers and non-coffee drinkers with gender as the primary quota. You achieve a quota balance for gender but fall short with coffee drinkers. There are additional coffee drinkers in the waiting room, but they're all male. In this scenario, the system will reject the additional coffee drinkers to maintain the balance of the primary quota. At the start of the Conversation, you will have the target sample size of 100 and the gender split, but not the desired breakdown of coffee drinkers and non-coffee drinkers.
Moderators and Collaborators can use the audience side panel to see how the participants showing up to the conversation are tracking towards the set quotas. The data will begin populating as participants complete the onboarding poll questions. From this view, you're also able to see the breakdown for all onboarding poll questions.
Only Moderators and Collaborators can see how participants are tracking towards the set quotas.
Ready to access this feature?
Reach out to your Customer Success Manager, and they can provide an overview of how it works, and answer any questions you may have.