Quotas

Overview

You can set quotas in a Live or Flex Conversation, each operates uniquely. Live Conversations have the option to set Quota Targeting, which provides priority entry to participants that meet your set criteria. Flex Conversations allow you to set Quota Capping which would turn away participants after your set quotas have been met.

Included in this Article

1. Quota Targeting - Remesh Live
   
   • Overview
   • How it Works
   • Example Scenarios
   • Live View
2. Quota Capping - Remesh Flex
   • Overview
   • How it Works
   • Monitoring Caps
3. Frequently Asked Questions

Quota Targeting - Remesh Live

Quota Targeting Overview

Quota Targeting can be thought of as a soft quota. Without Quota Targeting participants enter your Live conversation on a first click, first admitted basis.  Quota Targeting helps you get closer to meeting your audience segment goals by providing priority entry to participants that meet your set criteria. If the set targets aren't met, the system will always optimize for the maximum number of participants set.

Quota Targeting How it Works

You can choose to add quota targets on a per Conversation basis. To create quotas using Quota Targeting:

1. Quota Targeting is based upon Onboarding Poll questions. Before you can set up Quota Targeting you will need to first create Onboarding Polls.
2. Navigate to the Build section in the Conversation and select the Quota Targeting tab. 
3. Click on Create Quota and choose one of the poll questions from the dropdown on the right. 
4. Set the desired ratios — these ratios should mirror the ones set during the recruitment process. 
5. Complete the step by clicking Save Quota.

You can also set a primary quota by checking the Primary Quota box above the Save Quota button. The primary quota serves as the tiebreaker when a participant meets one desired criteria but unbalances the second one. You can create up to two quotas per Live conversation.

Quota Targeting Example Scenarios

You want to recruit 100 participants for a session. During the recruitment process, you set a target quota of 70% female and 30% male. In the platform, you use the Quota Targeting feature to mirror that target quota breakdown. Before the start of the conversation, 150 people are in the waiting room:

• Scenario 1: 75 participants are female and 75 are male. The algorithm will allow 70 females and 30 males to join the conversation, meeting your targeted split and sample size. The remaining 50 people will see a rejection message. 
• Scenario 2: 60 participants are female and 90 are male. The algorithm will allow 60 females and 40 males to join the conversation. In this scenario, Quota Targeting maximizes the number of females to get as close as possible to 70% and then allows additional male to enter to reach the sample size of 100. 
• Scenario 3: In addition to gender, you add a second quota for coffee drinkers and non-coffee drinkers with gender as the primary quota. You achieve a quota balance for gender but fall short with coffee drinkers. There are additional coffee drinkers in the waiting room, but they're all male. In this scenario, the system will reject the additional coffee drinkers to maintain the balance of the primary quota. At the start of the Conversation, you will have the target sample size of 100 and the gender split, but not the desired breakdown of coffee drinkers and non-coffee drinkers.

Quota Targeting Live View

Moderators and Collaborators can use the audience side panel to see how the participants showing up to the conversation are tracking towards the set quotas. The data will begin populating as participants complete the onboarding poll questions. From this view, you're also able to see the breakdown for all onboarding poll questions.

Quota Capping Overview

Quota Capping can be thought of as a hard quota. When Quota Capping is set, participants will enter the conversation until the Quota Caps have been met. Once a Quota Cap is met, any participant who would fall into that quota will be turned away. 

Quota Capping How it Works

You can choose to add Quota Capping on a per Conversation basis. To create quotas using Quota Capping:

1. Quota Capping is based upon Onboarding Poll questions. Before you can set up Quota Targeting you will need to first create Onboarding Polls.
2. Navigate to the Build section  in the Conversation and select the Quota Capping tab. 
3. Click on Create Quota and choose one of the poll questions from the dropdown on the right. 
4. Set the desired ratios.
5. Complete the step by clicking Save Quota.

You can create up to five quotas per Flex conversation.

Quota Capping Monitoring Caps

You can monitor quotas from the Summary Page of your Flex Conversation. 

Frequently Asked Questions

• Who can see track how quotas are progressing in Live and Flex Conversations?
  Only Moderators and Collaborators can see how participants are tracking towards the set quotas, observers cannot.
• Can I adjust quotas while the Conversation is collecting data?
  Once a Live Conversation is published, you will not be able to adjust Quota Targeting settings. You are able to adjust Quota Capping settings throughout the course of your Flex Conversation.
• Does Quota Capping cap at the percentage programmed or the number of participants programmed for each quota?
  Flex Quota Capping will cap at the number of participants, not the percentage of participants.