When you select Set Recruitment Quotas from the Data Management menu, you'll be taken into the Settings screen, and the Quotas tab will already be selected for you.
Set Recruitment Quotas tab options
When you select the Settings & Defaults icon from the main ComQuest screen , you'll see the Quotas tab where you Set Recruitment Quotas first.
Set Recruitment Quotas screen
The Defaults screen (Utilities/Defaults) contains the 6 primary stations and demo breaks in your system. These rarely, if ever, will change; unless a new competitor comes on the air (or goes off the air), or your station shifts format or direction.
The Recruitment Quotas, however, might change more often... perhaps each week, or even change slightly within the week or research cycle.
Recruitment Quotas allow you to select which of the Default demos and stations you're interested in including in your sample. When you begin a new research week, you must set the specs for that week's testing. While these specs (desired stations, demos, gender and ethnicity) may be changed at any time during the week, they at least must be set initially, so that the system will know which respondents qualify for testing this week.
When the Research Week Begins date at the top is changed, all incidence counters are automatically zeroed out. That is, the number of Attempts, Completes, Terminates, etc. are all reset to 0, and ComQuest is ready to begin the counting process for the new week. No data is lost or deleted; the Incidence counting merely begins again, as you have now started a new research cycle.
As the test week progresses, and the quota for each attribute is reached, that attribute is turned off; that is the check mark is automatically removed from that attribute.
So, as you begin each research week, you will need to (at least) complete the following tasks in the Set Recruitment Quotas screen:
1. Enter the start date for the new week.
2. Turn on each desired station/demo/gender/ethnic attribute. Be sure there is a check mark in each desired attribute, and that there is not a check mark for those attributes you don't wish to include.
You can copy the Quota Defaults setting to Quotas each week, simply by clicking the Reset To Defaults button at the bottom of the screen.
3. Put a number in any demo/gender, ethnic and station partisan cells that you want to cap. If you want pure random sampling, leave each cell set at 0. (On this screen, as in many screens throughout ComQuest, 0 does not really mean none; it means infinity; you are bypassing the functionality of this feature when you leave it set to zero). Otherwise, putting a number other than 0 in a cell will cap that cell, and not allow more than the number of respondents indicated to come from that cell.
4. Click the Save button to save these settings. Each tier must be saved individually (they don't get saved automatically when you exit from the screen when you only click OK, but not Save).
You can allow respondents from any or all of the default demo and gender cells into your music test. As you see in the screen shot above, in this example Females in the first four demo cells (18-20, 31-23, 24-28, and 29-32) are qualified to take the music test (as long as they also meet all other qualifying criteria). Even though this station has demo ranges in the last cell (33-44), that cell is not going to qualify respondents for the music test, as it doesn't have a check mark beside it.
In addition to specifying which demo/gender cells will qualify for your music test, you may also set a cap for each of the cells. This will prevent giant swings in your recruitment from week to week, and eliminate the chance that one or two demo cells will have more than their fair share of respondents influencing your test results. In the example above, the station has set a cap of 30 for the first three cells, and 35 for the 29-32 Female cell. These are real numbers; not percentages. As soon as ComQuest has recruited 30 Females between the age of 21-23, the check mark will automatically be removed from that cell, and no more 21-23 Females will qualify for your music test. You can always override this behavior while a test week is underway, by simply putting the check mark back into that cell, and raising the cap limit for the cell. (If you want to override the cap setting permanently, you should change the value in the Quota Defaults screen; the template from which these settings are copied each week when you click the Reset To Defaults button).
The sum of the caps must be greater than your Maximum Target!
If you leave any active (qualifying) cells capped at 0 (zero), this actually means unlimited. There is no real limit to how many people with this attribute can be recruited for any cell that has a cap of 0 (this is also true for the Station and Ethnicity caps). However, if you have a cap in all active cells, as in the example above, the sum of all those caps must be equal to or greater than the Maximum Target you specify at the top of the screen! In this case, the sum of the caps is 125, which is of course greater than the 100 Maximum Target. If the caps, for example, only added up to 80, there would be no way you would ever get to 100 completes! As each cell filled, they would be turned off (inactivated), and eventually, after hitting 80 (the sum of the caps), there would be no cells left open! Nobody would qualify, even though you only have 80 completes, not the 100 total you were hoping for.
We recommend that the sum of the caps be at least 20% more than your Maximum Target.
This way, there will almost always be at least two or more caps open at the end of the week. If not, you might spend the last 8-hours of your research cycle searching for that elusive 29-32 Hispanic Female who prefers KHHT, as those are the only cells left open!
To the right of each of the radio stations displayed is a Caps field and a Demo field (only the first six stations have this feature). The Caps field, much like the Caps for each demo/gender and ethnic cell, allow you to specify a maximum number of respondents with this attribute. For example, in the screen shot above, KPWR has a Cap of 20. This means that once 20 respondents who said their favorite station was KPWR have been recruited, the check mark beside that station will be removed, and no more respondents that name that station as their favorite will be allowed to qualify for your music test. This feature prevents one component of your weekly sample from overly influencing your results. What we're saying in this example is, out of the 100 target respondents we're going to recruit (the Maximum Target number at the top of the screen), we don't want any more than 20 of them to be partisans of KPWR.
Switching Between Cume/Pref Settings
Based on the qualifying logic you are using (Preference Only, Only Cume, Fave 1/ Fave2, etc.) you may need to set which stations qualify respondents on either the first box (usually cume), the second box (usually preference), or possibly both boxes (if you're using the Combine Cume/Pref qualifying option).
To switch between the two groups of settings, simply click the arrow to the right of the drop box directly above the list of radio stations in the Set Recruitment Quotas screen.
Quota Cume/Pref drop box
The actual terminology may differ from what you see in the screen shot above; the words used to describe the meaning of the two station listening boxes in Make Calls are what get displayed in this drop box, and those are easily changeable by you (on the Defaults / Stations screen, also in Settings & Defaults).
Keep in mind, if the qualifying logic you have selected does not require settings for one (or the other) of these station listening boxes, it will simply be ignored. For example, if you are using Preference Only, but you have stations checked on the Listened Past Week (cume) settings, those settings are not even considered when ComQuest determines whether a particular respondent will qualify for your music test. (Same thing if you are using Only Cume, but you have stations selected on the Favorite Station list). Only the settings that are relevant to the qualifying logic you have chosen will be utilized.
Similarly, you can limit respondents from particular stations to only those that are within a specific demo range. This demo range can be one or more contiguous cells that you're testing.
Station Demo setting for WCCC
In the screen shot above, we're only allowing WCCC respondents into the test, if they're from either the third or fourth demo group we're testing, 24-28 or 29-32 (the entry in the Demo field is 24-32, which is all-inclusive for these two demo groups). Note that it's not possible to stipulate whether these respondents are Male or Female; you would have to do that with the individual demo/gender cells to the far left. This feature is designed to merely filter a more narrow subset of respondents into your sample from specific competitive stations. Also, the Station Demo attribute is only applied to the preference choice(s) respondents give; that is why you select the first listening box (generally cume), you do not see fields for the Station/Demo attribute.
Much like the demo/gender and station parameters, you can also specify which ethnic groups are included in your sample, and place a Cap on any or all ethnic groups. You can enter and change the actual 6-character text for each ethnic group on the Defaults/Ethnicity tab.
You can skip asking ethnicity by checking the Don't Ask Ethnicity box.
When you Skip Ethnicity, that field is not displayed on the interviewers' screen, and the script takes them directly from the second-station box (usually partisanship) into the demo/age question.
Ethnicity setting in Recruitment Quotas
In the screen shot above, we are allowing only African-American and Hispanic respondents into the test (the two ethnic groups with check marks), however we have placed a cap of 25 on the Hispanic group. Keep in mind, this is a real number (actual count), not a percentage. The 0 (zero) in the African-American field actually means infinity, or unlimited (in other words, there is no cap, or maximum number of African-American respondents that can be included in the sample).
If you choose to put a cap on ALL demo, ethnic or station cells being tested, the sum of all the caps must be greater than the Maximum Completes number you've entered.
For example, say you're testing just three female cells, and you place a cap of 20 on each cell. There is no way in this example, to get 100 completes, because after each cell is filled with 20 completes, it will shut down, resulting in a maximum of 60 completes, not the 100 you were hoping for. In this example, you should probably put a cap of about 40 on each cell. This gives you a little leeway within each cell, and there will always be (at least) one cell still open until the time you reach the 100 completes. We recommend that you set the caps for each attribute (demo/gender, ethnicity and station partisanship) so that the sum of all the caps is about 20% higher than your Maximum Target. This will ensure that at least one of the cells in each attribute remains open until you've reached your Maximum Target. If the sum of all the caps for an attribute equaled exactly what your Maximum Target was, you would most likely spend several hours at the end of your test cycle searching in vain for that one person that meets the only open quota for each attribute. And of course, as explained earlier, if the sum of all your caps for a particular attribute is less than your Maximum Target, you will never hit that goal.
You must enter a number in the Maximum Target box. This is an overall target you are telling the system you want to hit. When either:
|•||This total target has been hit,|
|•||All the cells have been turned off,|
your interviewers will see a screen telling them All Calls Are Done For The Week.
All Call Are Done screen
The reason(s) why the All Calls Are Done box is coming up will be detailed in the red line of text. In the example screen shot above, it's because there are no demo/gender cells open. No matter who the interviewer attempts to recruit, they won't be qualified if there's not at least one demo/gender cell open at all times. If there are multiple reasons why productive screening can not be done, successive All Calls Are Done windows will be displayed, and the various reasons (the message displayed in red text) will be shown.
While they can continue making calls after this point, interviewers won't be able to qualify any new respondents if all the cells for demos, stations or ethnicity are turned off. In effect, they won't be able to qualify anyone, if there is not at least one demo cell, one station and one ethnic group (if you're using that attribute) still checked on in Quotas.
These incidence counters (for demos, gender, ethnicity and partisan stations) get updated as each respondent completes the Interactive music test. Those that finish will increment their respective demo, gender, station and ethnic groups (if you have Completes Only on), or any that are transferred to take the test will do the same (if you have Completes Only turned off - not checked).
If you are conducting callout research for more than one radio station in this database, you will be able to switch to the other station(s) quotas by clicking on the drop box in the upper left corner of the Quotas screen, and selecting the desired station. If you wish to save any changes you may have made on the current Quotas screen, be sure to click the Save button at the bottom of the screen. Unlike most other screens in ComQuest, where you need only click OK to save your changes, on the Quotas screen, you must explicitly click Save in order for your changes to be saved.
Selecting A Perceptual Survey
You select a perceptual survey (or, No Perceptual Survey, if you desire), from a picklist on the Quotas screen. All of the surveys that are currently in this database are displayed when you click the drop box in the Perceptual Survey portion of the screen.
Selecting A Perceptual Survey
If you have more than one tier in your database (conducting callout for multiple stations in the same market at the same time), you may have different surveys linked with each tier you're testing. This way, for example, interviewers could ask one survey of your female Top 40 respondents (tier 1), while asking a different survey (or no survey) for the male Rock respondents on tier 2.
If you have multiple tiers and all tiers are not using the same survey, you can not set When To Qualify to Perceptual!
This is simply because when you set When To Qualify Respondents to Perceptual, the system does not decide whether the respondent is qualified for your music test until after they have completed the perceptual survey (their responses to specific perceptual questions can be used to decide if they're qualified). But, if you have more than one tier, and each tier is linked to a different perceptual, it is logically impossible to wait until after the perceptual, to decide which perceptual to give them! (Think about it.)
Perceptual logic error
In this case, ComQuest will warn you when you exit the Settings screen, that your settings will not work properly. You must either use the same perceptual for all tiers, and/or change when respondents are disqualified from Perceptual, to either Immediately or Screener.
If you're not ready to begin a new test cycle, but you still have some more hours of dialing to complete with your interviewers, you may choose to switch to Prequalify mode. By checking this option on the Set Recruitment Quotas screen:
Prequalify Setting in Set Recruitment Quotas
You can allow interviewers to continue dialing and qualifying respondents. However, the final scripts, describing the scoring options and the transfer procedures, will not be displayed. Instead, interviewers will see scripts that ask qualified respondents if it's OK for them to call back in a few days, so the respondent can score some song clips. This allows you to continue calling (presumably new, first-time respondents), and lining up many that are qualified for the next test cycle. Then, when you begin the next test cycle, simply print a list of the Take Tests in Scores Integrity, give it to one of your interviewers, and have them try to re-connect with the already pre-qualified respondents. At that point, the interviewer merely needs to get the qualified respondent on the phone, and then transfer them to the Fileserver to take your music test.
When prequalifying respondents, all Quota settings are disabled.
This is because you're not really getting any completes; you're only prequalifying respondents in the hopes that they'll complete a music test sometime in the near future. For this reason, Quota caps are not relevant and are disabled until you uncheck the Prequalify setting, and revert to normal callout.