How Quotas Work: After a respondent answers screener questions, the platform checks whether admitting them would satisfy or violate your quotas. If they satisfy all requirements, they’re let in — otherwise they’re rejected. Think of quotas as a soft extension of the screener.
Quota Types:
- Maximum: “At most X participants from this segment.” Once the cap is reached, further candidates from that group are screened out.
- Minimum: “At least X from this segment.” When admitting a non-qualifying respondent would make the minimum impossible to reach, they’re rejected.
- Exact: Combines a minimum and maximum. Use only when the split is essential, as it increases screen-outs.
- Absolute: Fixed numbers (e.g., exactly 15 paid users)
- Relative: Percentages (e.g., 30%). The platform translates the percentage to an absolute figure based on your response limit — and scales automatically if you raise the limit later
Pro Tips
- Use maximum quotas when in doubt: They’re easier to understand and lead to fewer screen-outs than minimum quotas
- For multi-select questions: Minimum quotas can be useful to ensure coverage of all answer options
- Advanced segments with min-quotas: If combining multiple questions or URL parameters in an advanced quota, either use max quotas, or make sure correlated segments are in the same group
- If your study keeps pausing: Go to the Responses tab, filter for “Screened out responses,” and check the “Screen out reason” column to diagnose which quota is causing the issue
Quick Reference
| Quota Type | When to Use | Effect |
|---|---|---|
| Maximum | Cap a segment (e.g., ”≤ 30% under 25”) | Screens out once cap is reached |
| Minimum | Ensure coverage (e.g., ”≥ 10 ChatGPT users”) | Screens non-qualifiers when min is at risk |
| Exact | Require a precise split (e.g., exactly 50% women) | Highest screen-out rate — use sparingly |
How to Set Up Quotas in Listen
Step 1: Write Screener Questions First
Quotas reference screener question answers (or URL parameters). Before setting up quotas:- Write your screener questions with clear answer options
- Each answer option will become a potential quota segment
- Learn more about setting up screener questions
Step 2: Set the Total Response Limit
- Navigate to the Quotas tab in your study
- Set your Total Response Limit (e.g., 50 completes) — this is required before adding quotas
- This is the maximum number of completed responses your study will accept
Step 3: Add a Quota
- Click Add a quota (or Advanced Configuration for multi-question segments)
- Choose the screener question (or URL parameter) you want to quota on
- Define segments — the answer options that form each group
- Select a rule: Minimum, Maximum, or Exact
- Set the count or percentage for each segment
Step 4: Advanced Quota Configuration
For quotas based on a combination of multiple questions or URL parameters:- Click Advanced Configuration at the bottom of the Quotas tab
- Build segment combinations (e.g., “male & married”, “female & single”)
- Use maximum quotas when combining multiple attributes — minimum quotas won’t work as expected for complex combinations
Step 5: Debugging a Paused Study
If your study pauses automatically, it’s usually because:- Response limit reached: The study is full
- Too many screen-outs: 100 consecutive screen-out responses
- Low incidence rate: Less than 10% of responses qualify
- Go to the Responses tab
- Clear the “complete” filter
- Switch to “Screened out responses” on the left
- Check the “Screen out reason” column
- If screener rejection is too high: review and relax screening criteria, or contact support for a custom recruitment quote
- If quota limits are causing rejections: loosen quotas on less important segments, or update recruitment filters to match current quota needs (e.g., if your 65+ quota is full, set age filter in recruitment to ≤65)
Anything missing? Let us know at support@listenlabs.ai and we’ll help you out!