Complete the following steps to change between completes or prescreens quota calculations:
Click on the desired project to create a new target group, or to edit an existing target group. The list of existing target groups for that project displays.
Skip to step 6 if you are editing an existing target group.
Select add target group.
Enter the required information in the following sections: basic settings, profiling, advanced settings, and finalize.
Turn off automated fielding in the finalize section.
Important: Automated field must be turned off to set your own quota calculation type (completes or prescreens).
Save or launch the target group. The target group details page displays.
Select the target group.
From here, select either the completes or prescreen button. The system will automatically update when you select a button.
The completes or prescreen buttons will not display if automated fielding is enabled. Use these steps to disable automated fielding in an existing target group.
Enter your goals and verify your changes.
Disable automated fielding
To disable automated fielding in an existing target group:
Click on the project where the existing target group is located. The target group details page displays.
Select the desired target group.
Select the automated fielding button.
Turn off all automated fielding settings:
Select save.
The completes or prescreen buttons appear.
Select the desired option, enter your goals and verify your changes.
Prescreen mode
You can run your survey in prescreening mode. The survey will automatically pause once the quota is met, preventing overfilling in high CPI or low LOI target groups.
While this option is enabled, you cannot manually pause the target group.
To enable the prevent overfilling option:
Run your survey quota calculation type in prescreen.
Navigate to the finalize section of the target group.
Under automated fielding, toggle the prevent overfilling option to "ON".
