Ho do segments work?

Sampling & Quotas
1

How can I setup segments to manage my quotas?

2

Segment assignments are used to group respondents for quota and stratificaiton control

For example you might segment by gender as below.

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What this achieves is the following

  • You can now control quotas in the live screen
  • any deck allocations will be independent by segment
  • this includes experiments

This means that random-without-replacement allocations in one segment won’t cannibalise the other.

3

Thanks, but how do I set up quotas in Survey engine? For e.g. postcode screen-out: that when after a certain number of people from one postcode area, new people from the same postcode will be screened out.

4

For a manageable number of segment, say 20-30 you would set up a segment per postcode. Just add a segment assignment after where you collect the postcode.

Say the postcode question has the label pcode

Then each segment would be assigned with the relevant display_condition e.g the bondi beach segment would have display condition:

($pcode eq ‘2026’)

In practice you can do this for every postcode.

Then (after publishing) each segment defined can have it’s own quota.

1 Like
5

Thank you, this helps me to continue!