Setting up a Quota Plan

The Dynata API provides you the ability to define a quota plan that makes targeting easy and efficient for your research needs.

Our JSON structure has been designed to support the following:

  • Non Interlocked Targeting (aka layered)
  • Interlocked Targeting (aka nested/cross)
  • Hybrid Targeting - Combination of Non Interlocked and Interlocked

You could build the Quota plan in the following ways:

  • Build a custom quota plan using the targeting you desire for a line item
  • Leverage Quota Plan Templates
    • Utilize Dynata managed Quota Plan templates like Census Rep
    • Utilize your custom created Quota Plan templates

This guide expects the reader to understand the Research Now SSI Demand API documentation, and have familiarity with market research industry terms. To illustrate the different types of quota plan, this guide will provide examples and explain the logic with common use cases.

Quota Plan Object
object

Defines the type of respondents you want to invite for the survey

filters
array[object]

Filters are minimum set of targeting that every respondent must have in order to qualify for the study. Only attributes that have isAllowedInFilters = true is allowed to be used in filters

quotaGroups
array[object]

Quota groups define the allocated targeting attributes for panelists within this line item. Only attributes that have isAllowedInQuotas = true is allowed in quotaGroups.

Rules for Respondent Filling a Quota Plan

  1. Respondent must qualify the filters
  2. Respondent must qualify for all quotaGroups
  3. Within each quotaGroup Respondent must qualify for any 1 quotaCell
  4. Within a quotaCell respondent must qualify for all the quotaNodes

Examples

Example 1: Non Interlocked Quotas only

Let’s take a simple example for a non interlocked quota with distribution on gender as defined below.

Quota Group Name Quota Cell 1 Quota Cell 2
Gender Distribution Male: 30 Female: 70
Non Interlocked Quota
Request
{
  "quotaPlan": {
    "filters": [
      {
        "attributeId": "13",
        "options": [
          "18-99"
        ],
        "operator": "include"
      }
    ],
    "quotaGroups": [
      {
        "name": "Gender Distribution",
        "quotaCells": [
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "1"
                ],
                "operator": "include"
              }
            ],
            "count": 30
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "2"
                ],
                "operator": "include"
              }
            ],
            "count": 70
          }
        ]
      }
    ]
  }
}

Example 2: Non Interlocked Quotas with 2 attributes

Let’s take a more advanced example for a non interlocked quota with distribution on gender, and distribution on marital status as defined below.

See how we have grouped multiple options (married, unmarried) together

Quota Group Name Quota Cell 1 Quota Cell 2 Quota Cell 3
Gender Distribution Male: 30 Female: 70
Marital Status Distribution Married, Unmarried: 60 Divorced: 30 Widowed: 10

In this case the respondent coming in would need to qualify for at least 1 cell in both ‘Gender Distribution’ and ‘Marital Status Distribution’

Non Interlocked Quota Example 2
Request
{
  "quotaPlan": {
    "filters": [
      {
        "attributeId": "13",
        "options": [
          "18-99"
        ],
        "operator": "include"
      }
    ],
    "quotaGroups": [
      {
        "name": "Gender Distribution",
        "quotaCells": [
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "1"
                ],
                "operator": "include"
              }
            ],
            "count": 30
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "2"
                ],
                "operator": "include"
              }
            ],
            "count": 70
          }
        ]
      },
      {
        "name": "Marital Status Distribution",
        "quotaCells": [
          {
            "quotaNodes": [
              {
                "attributeId": "22557",
                "options": [
                  "1",
                  "2"
                ],
                "operator": "include"
              }
            ],
            "count": 60
          },
          {
            "quotaNodes": [
              {
                "attributeId": "22557",
                "options": [
                  "3"
                ],
                "operator": "include"
              }
            ],
            "count": 30
          },
          {
            "quotaNodes": [
              {
                "attributeId": "22557",
                "options": [
                  "4"
                ],
                "operator": "include"
              }
            ],
            "count": 10
          }
        ]
      }
    ]
  }
}

Example 3: Interlocked Quotas on Gender and Marital Status

Let’s take a look at an interlocked quota with gender and marital status. Let’s say you want to interlock the distributions in the previous example, the final structure after interlocking that you get, is as below:

Quota Group Name Quota Cell 1 Quota Cell 2 Quota Cell 3 Quota Cell 4 Quota Cell 5 Quota Cell 6
Gender Marital Status Distribution Male and (Married or Unmarried): 18 Male and Divorced: 9 Male and Widowed: 3 Female and (Married or Unmarried): 42 Female and Divorced: 21 Female and Widowed: 7

In this case the respondent coming in would need to qualify for at least 1 cell in the ‘Gender Marital Status Distribution’

Restriction

We only support having one interlocked quota group in the quota plan.

Interlocked example 3
Request
{
  "quotaPlan": {
    "filters": [
      {
        "attributeId": "13",
        "options": [
          "18-99"
        ],
        "operator": "include"
      }
    ],
    "quotaGroups": [
      {
        "name": "Gender Marital Status Distribution",
        "quotaCells": [
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "1"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "1",
                  "2"
                ],
                "operator": "include"
              }
            ],
            "count": 18
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "1"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "3"
                ],
                "operator": "include"
              }
            ],
            "count": 9
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "1"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "4"
                ],
                "operator": "include"
              }
            ],
            "count": 3
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "2"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "1",
                  "2"
                ],
                "operator": "include"
              }
            ],
            "count": 42
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "2"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "3"
                ],
                "operator": "include"
              }
            ],
            "count": 21
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "2"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "4"
                ],
                "operator": "include"
              }
            ],
            "count": 7
          }
        ]
      }
    ]
  }
}

Example 4: Hybrid Quotas - Interlocked Gender and Marital Status, non interlocked Region

Let’s take a look at a hybrid targeting with one interlocked targeting on gender and marital status, and one non interlocked targeting on region

Quota Group Name Quota Cell 1 Quota Cell 2 Quota Cell 3 Quota Cell 4 Quota Cell 5 Quota Cell 6
Gender Marital Status Distribution Male and (Married or Unmarried): 18 Male and Divorced: 9 Male and Widowed: 3 Female and (Married or Unmarried): 42 Female and Divorced: 21 Female and Widowed: 7
Region Distribution Northeast: 20 Midwest: 30 South: 25 West: 25

In this case the respondent coming in would need to qualify for at least 1 cell in the ‘Gender Marital Status Distribution’ and 1 cell in ‘Region distribution’

Restriction

We only support having one interlocked quota group in the quota plan.

Hybrid Quotas
Request
{
  "quotaPlan": {
    "filters": [
      {
        "attributeId": "13",
        "options": [
          "18-99"
        ],
        "operator": "include"
      }
    ],
    "quotaGroups": [
      {
        "name": "Gender Marital Status Distribution",
        "quotaCells": [
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "1"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "1",
                  "2"
                ],
                "operator": "include"
              }
            ],
            "count": 18
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "1"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "3"
                ],
                "operator": "include"
              }
            ],
            "count": 9
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "1"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "4"
                ],
                "operator": "include"
              }
            ],
            "count": 3
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "2"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "1",
                  "2"
                ],
                "operator": "include"
              }
            ],
            "count": 42
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "2"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "3"
                ],
                "operator": "include"
              }
            ],
            "count": 21
          },
          {
            "quotaNodes": [
              {
                "attributeId": "11",
                "options": [
                  "2"
                ],
                "operator": "include"
              },
              {
                "attributeId": "22557",
                "options": [
                  "4"
                ],
                "operator": "include"
              }
            ],
            "count": 7
          }
        ]
      },
      {
        "name": "Region Distribution",
        "quotaCells": [
          {
            "quotaNodes": [
              {
                "attributeId": "61961",
                "options": [
                  "1"
                ],
                "operator": "include"
              }
            ],
            "count": 20
          },
          {
            "quotaNodes": [
              {
                "attributeId": "61961",
                "options": [
                  "2"
                ],
                "operator": "include"
              }
            ],
            "count": 30
          },
          {
            "quotaNodes": [
              {
                "attributeId": "61961",
                "options": [
                  "3"
                ],
                "operator": "include"
              }
            ],
            "count": 25
          },
          {
            "quotaNodes": [
              {
                "attributeId": "61961",
                "options": [
                  "4"
                ],
                "operator": "include"
              }
            ],
            "count": 25
          }
        ]
      }
    ]
  }
}

Restrictions on Quota Plan

When defining the quota plan for a line item, some restrictions apply as below:

Interlocked targeting is allowed in any one quota group only

Nesting is only allowed for any one quota group. This validation is in place, as targeting setup becomes complex with multiple nested quota groups.

Targeting cannot span quota groups and filters

Targeting for Gender, Age Range, Income Range, etc, cannot span multiple quota groups and filters. This is to ensure that quota groups are not not structured to exclude all respondents.

E.g. Specifying Male in one quota group and Female in a different quota group would be invalid, since to be eligible to participate in the Survey, a panelist must match at least one quotaCell in each quota group. Given that a respondent can’t e.g. be both male and female, such a quota structure would not allow any respondent to participate.

Options within quotaNodes must be unique and not overlap

Options defined within the quota of a quota group must be unique, and not overlap. E.g. Specifying age range targeting from 18-24, and 20-30 is invalid, since these options overlap and are not unique

Please check attribute properties when setting up the quota plan

Only Attributes that have isAllowedInFilters property as true can be used in Filters. Only Attributes that have isAllowedInQuotas property as true can be used in Quota Groups