Define your target segments, see progress in real time, and let automations keep your study balanced as it fills.
Monitor recruitment targets and tracking directly in your workflow to achieve a balanced sample. No spreadsheets or guesswork.
See exactly how participants are distributed across each quota as they apply, qualify, and move through your study.
Filter participants by quota to focus on the segments you need most—approve strategically to keep each target on track.
Let us manage quota targets for you. We handle all the scheduling, notifications, and waitlist logistics.
Note: Automations are available for paid subscription teams
When enabled, automations prevent participants from scheduling or starting a task when a quota is already full.
Participants are automatically added to a waitlist and notified when spots open, so you never lose qualified candidates.
Keep your participant mix on track with quotas. No manual work required.
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See real research examples of how teams use quotas. Quotas support any study, and become essential as your research grows in size, speed, or complexity.
Keep high-volume recruiting balanced without manually tracking every response.
Example: Set quotas on device usage
Ensure the right mix across age, gender, region, and other demographic segments.
Example: Manage demographic distribution
Balance participants across personas, customer types, or geographic markets.
Example: Set quotas on persona & customer type
Ensure a representative mix of professionals across company types, roles, and industries.
Example: Manage balance across company type & role
Quotas allow you to define your target segments and track progress in real time so you can ensure a balanced, representative sample throughout your study.
Quota tracking lets you define your target segments and gives you visibility into how your quotas are filling in real-time. It’s helpful if you want the control of manually approving and managing the recruitment pipeline.
Quota automations enforce your targets for you by preventing participants from scheduling or starting a task when a quota is already full. Instead, they’re added to a waitlist and notified if a spot opens up later.
Researchers often aim for a balanced or representative sample, but manually tracking who fits which group can be time-consuming, error-prone, and is often managed in spreadsheets or ad hoc notes. Quotas remove this overhead by handling the tracking automatically in-app and lead to more representative, well-balanced research outcomes.
Quotas can help you run more efficient, representative research at any scale—and they become essential when managing high-volume, multi-segment, or high-frequency studies. Some common use cases include:
Quotas are often based on demographics, participant characteristics, and screener questions responses. For example, you might want a balanced mix of different age groups, representation across regions, or a 50/50 split of Android and iOS users, just to name a few. Some additional examples:
Demographics
Device & Platform Usage
Customer or Product Segments
Quota tracking (which includes targets and visualization) is available to PayGo and paid subscription teams. Quota automations are only available to paid subscription teams. Please check our pricing page for more details.
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