Quotas Management: Ensure Qualified Participation

Creating Quotas for Participants who passed the Project Screener

How to Create Quotas 

Often, you will want to not only screen out participants but also set quotas on the number of participants in a specific category. For instance, you may wish to have 100 participants who are aged 40-60 and 100 participants who are aged 61 and above. This can be helpful in limiting the number of participants based on your project budget.

Creating Quotas

You can create different quotas for participants who passed the Project Screener questions in the "Project Screener" tab. Click on "Add Quota"

ExpiWell Project Screener Add Quota

In the Quota Screen, you will be able to create the
  1. Quota Name
  2. Quota Amount
  3. Select the question responses that fall within the quota
Choose "Add Quota" to continue.

ExpiWell Project Screener Create Quota

Afterward, you should be able to see the quota you created.

ExpiWell Project Screener View Quota


Based on this quota, the Project Screener will prevent additional participants from joining the project once the quota number is reached.




    • Related Articles

    • Project Screener Survey

      Create Your Project Screener When you are recruiting participants from a panel, from a community, or from an online ad, it is important to create a project screener to screen participants for the right attributes. One functionality of the "Project ...
    • Screener Questions

      Learn the Screener Question Feature The "Screener Question" feature is used to screen out participants DURING the project. In other words, while they are participating in the experience sampling or ecological momentary assessment project and ...
    • Creating an EMA and ESM Project

      How to Create Your EMA and ESM Project Begin by logging into your ExpiWell account on the web. Once logged in, click on the '+New' button to initiate the project creation process. Enter the title of your project and customize the access code if ...
    • Providing Feedback to Screened Out Participants

      Providing a Feedback When you have a Project Screener in place, you will want to also provide feedback to participants who were screened out. This will enable participants to know why they were excluded from the project, or to simply know that they ...
    • Creating Temporary Participant Accounts

      How to Create Temporary Participant Accounts With your ecological momentary assessment (EMA) and experience sampling method (ESM) projects, you may want to create temporary participant accounts. This is useful in several scenarios. Your research uses ...