Audience and quotas
After saving Project Details, continue through Audience Sourcing, Audience, and Quota Allocation. These controls decide who can enter the survey and how many completes each segment and supplier can deliver.
Audience Sourcing
Choose the source types that may deliver respondents. Depending on your account, connect your own panel or app and select external suppliers. Review the connected sources before proceeding. Use only sources approved for your survey's country, language, consent terms, and device support.
The selector currently lists RapidoReach Panel, Ad Hoc Supplier, Own Panel, and Specific Panelist. Selecting a source type does not automatically create a usable supplier connection. For Ad Hoc Supplier or Own Panel, confirm the connected record in Connected sources before allocating quota. A Specific Panelist selection is appropriate only when you have the intended test or targeted panelist identity and the account permits it.
Audience
The Audience step contains three sections:
- Profiling Questions narrow respondents using existing profile data.
- Respondent Targeting creates campaign quotas for the groups you need to fill. Set target completes for each quota and check that the total matches the study design.
- Custom Screening Questions can qualify respondents before the external survey. Write unambiguous questions, choose the intended answer rules, and test both accepted and rejected paths.
Keep country, language, demographic filters, screeners, and quotas consistent. Overly narrow combinations may yield little inventory; broad rules may spend on respondents your survey rejects. Do not ask for sensitive personal information in a screener unless your survey and account terms allow it.
Design a quota before adding it
For each segment, write its name, target completes, qualification rule, and eligible suppliers. For example, a 100-complete study could use two 50-complete segments if the survey platform truly needs that split. Add the corresponding respondent quotas in Respondent Targeting, save, and read them back before assigning supply. A quota target is a complete count; it is not a supplier budget. If a rule is enforced only inside your questionnaire, make sure the pre-screener and survey platform agree on who qualifies.
The custom question editor creates answer options separately. Review the saved wording, option order, and qualifying answers; a default blank question or option should never be used to screen live respondents. Test at least one accepted and one rejected answer path using the Test step.
Quota Allocation
The next step distributes quota completes across suppliers. Create at least one quota in Audience → Respondent Targeting before submitting for review. Inspect each quota's target and supplier allocation, then use the bulk actions only when the same setting genuinely applies to every quota. Confirm the total available allocation supports the desired completes and does not exceed the intended spend.
After using a bulk allocation action, reopen several quota rows and verify it changed only the intended quotas. Revisit allocations if you change quota targets, selected sources, or field dates.
Next: test survey links and redirects, then fund and manage the campaign.