Courses & Certifications

Course

10

Quotas & Participant Targeting with User Interviews

7 lessons | 1h30 to complete

Course Creators:

Begin the course >

Who is this course for?

UX researchers and people who do research (PwDRs)
Research Ops
New or experienced users of User Interviews

What you’ll learn:

How to manage participant quotas in User Interviews
The difference between quota tracking and quota automations
How to use quotas to scale recruitment with less manual oversight

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Overview of Quotas

Learn what quotas are, why they matter, and how they help you recruit a balanced set of participants without relying on manual tracking.

Last updated: May 08, 2026 | Duration: 3 mins

Setting Up Quotas in User Interviews

Get started with quotas by defining targets, choosing the right criteria, and setting up quotas for your study.

Last updated: May 08, 2026 | Duration: 5 mins

Tracking & Managing Quotas

Understand how quotas update in real time and how to monitor progress as participants move through your study.

Last updated: May 08, 2026 | Duration: 5 mins

Filtering & Managing Your Recruitment Pipeline

Use quotas to guide approvals, prioritize underfilled segments, and make smarter recruitment decisions.

Last updated: May 08, 2026 | Duration: 3 mins

Quota Automations

Learn how to enable quota automations to automatically prevent overfilling quotas and reduce manual effort.

Last updated: May 08, 2026 | Duration: 5 mins

Managing Quotas & Automations Mid-Study

Understand how to edit quotas, toggle automations, and handle changes after your study has launched.

Last updated: May 08, 2026 | Duration: 3 mins

Best Practices for Effective Quotas

Avoid common pitfalls and learn how to design clear, effective quotas that align with your research goals.

Last updated: May 08, 2026 | Duration: 3 mins

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