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Creating quotas for screened participants

Launch · Screening Participants
Updated 20 de julio de 2026

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"

The Project Screener Quotas panel: quotas cap how many participants qualify based on their screener answers, with a Create your first quota button

In the New Quota form, you will be able to set the

  1. Quota name

  2. Quota limit

  3. Screening criteria — select the question responses that fall within the quota

Choose "Add Quota" to continue.

Screenshot — ExpiWell Project Screener Create Quota

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

Screenshot — 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.

Video demo — Creating Quotas for Participants who passed the Project Screener (coming soon)
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