> ## Documentation Index
> Fetch the complete documentation index at: https://docs.askverso.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Screener and quotas

> Qualify participants and balance the sample within the interview flow.

Verso can screen participants and manage quotas inside the study. This keeps recruitment rules connected to the questions participants actually answer.

## Screen for eligibility

Use a structured form question near the start of the guide. Mark answers that should qualify or disqualify someone, then send screened-out participants to the appropriate ending or panel redirect.

Keep screening criteria limited to facts that matter for the research. For a refill-pack study, that might include recent category purchase and responsibility for choosing household products.

## Balance the sample

Set quotas on answers to single-select questions when the study needs a defined mix of participants. Verso counts completed interviews against each quota and stops admitting new participants to a cell once it is full.

Test at least one qualifying route, one rejected route, and every quota-bearing answer before launch. Recruitment criteria and guide wording should match so participants are classified consistently.

<Card title="Links, panels, and targets" icon="link" href="/fielding/links-panels-and-targets">
  Connect participant sources, redirects, and the overall completion target.
</Card>
