When Quota Groups is selected on a Panel Survey, you can target various demographic data, as available per country. Depending on trait availability per country, you may be able to target respondents by Gender, Age range, Household Income, Race/Ethnicity, Education, Employment status, Career, Relationship status, Parental status, Child Age & Gender, and Location, per quota group. If no changes are made to the default setup, your survey will be organically fielded—there will be no balancing of any kind.
When Quota Balancing is selected for US-based surveys, you may balance your respondents by two to five traits, according to US census data. The number of traits you can balance by is affected by your sample size.
Learn more about adjusting demographics on the Target Market page in the Lighthouse Academy!
1. Using Quota Groups
- Click the respective drop-down menus and sliders to adjust the demographic traits of your target audience.
- Click Add at the bottom of the group to add an additional quota group, or select a set of pre-configured groups from the Custom Quota Groups drop-down.
- Click the N or % above the first Quota Group to toggle proportion View Mode.
- Click in the text box to the left of a quota group to adjust the proportion of responses desired from that particular Quota Group. As you change the percentage or number, the proportions of other Quota Groups will automatically adjust.
- Click the lock icon to reset quota group proportions.
Pro Tip: Quota Groups are not limited to the United States; you can create custom quota groups for any of the countries using the traits available for it.
2. Using Quota Balancing (US surveys only)
Balance your survey by the 2018 US Census at the total level in non-nested quota groups on up to six demographics: Gender, Age range, Income, Region (location), Race, or Hispanic Origin. With this Quota Balancing enabled, the system will try to achieve the percentages listed within an acceptable tolerance for each trait individually.
- Click the Demographic Quotas drop-down and select Quota balancing from the list.
- Click the checkmarks to select 2 or 3 traits to balance by. (For purposes of Race/Ethnicity classifications, Race and Hispanic Origin count as one trait.)
Note: If balancing by 4 traits, N must be at least 800. If balancing by 5 traits, N must equal at least 1,000.
If you would like to use Quota balancing for another country, or using other census data, please reach out to our support team.
Note: To use Quota Balancing you need a minimum of two demographics. If you only want to balance on one demographic use a preset Quota Group.
3. Important Considerations
- Quota Balancing requires a minimum of 400 respondents and can only be used when fielding surveys to US respondents.
- Quota Balancing should only be used on surveys in which your target market reflects the US Census, and has an incidence rate above 75%.
- To achieve the best fallout we recommend waiting until the survey completes to clean open-ended responses. You can wait until the survey completes to remove/reject and the survey will replace them automatically.
- If you are looking for something more customized, or exact balance in the intersection of demographic traits you will need to use the Quota Groups option.
- When you use Quota balancing for US sample, respondents who self-describe as non-binary will not be excluded from the survey; they will be able to enter based on other balancing criteria (e.g., age, income, region, or race).
- This set of features only creates quotas based on demographic traits. To learn more about setting a quota for a question in your survey, please reach out to chat or firstname.lastname@example.org for assistance.