Custom Quotas: A Step-by-Step Guide

Ready to set up a custom quota? Let’s get started!

Setting Up a Custom Quota:

  1. Click the quotas button within the targeting bar
  2. Select the type of quota (interlocked or non-interlocked) and the desired quota metrics (Age, Gender, Region, or Ethnicity).
    • Census Age Breaks (15-24, 25-34, 35-54, 55+)
    • Suzy Standard Age Breaks (13-17, 18-24, 25-34, 35-49, 50-64, 65+)
    • *If you need a custom age bracket, please let your CSM know!)
    • For Age you can pick from the following preset age brackets:
    • When creating Ethnicity quotas, no other quota metrics can be added! 
  3. Specify the desired percentages for each quota. Reminder, quotas must add up to 100% in order to proceed!
    • When specifying percentages for quotas, percentages can only be entered in .5% increments. Any other percentages entered will be rounded to the nearest whole percentage.
    • Total response count may adjust (normally increase) as percentages are updated. This ensures the platform matches percentages as accurately as possible. 
  4. Click save!
  5. After adding custom quotas, users can layer in previous action targeting! Please keep in mind that when using quotas in conjunction with previous action targeting, actions may take longer to field.

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Editing a Custom Quota:

  1. Go to the survey details page
  2. Click the edit button
  3. Edit quotas as needed
    1. Please note- you cannot add any additional quotas after an action has gone live! You can only modify existing quotas. 
    2. Example: If you’ve put a 0% for a quota, indicating that you do not need any respondents from that quota, you cannot modify that quota in the editing process
  4. Click ‘Launch Action’ to relaunch the survey!

When a survey is targeted to custom quotas, you cannot download the data/summary deck until the survey closes!

Have any questions about custom quotas? Reach out to your CSM or head over to our FAQ Guide!