Standard vs. Custom | Adding Standards | Editing Qualifications | Deleting a Qualification
Qualifications are used primarily to target respondents and to set study quotas within the Marketplace.
Standard vs. Custom Qualifications
Standard qualifications are available to each Lucid Marketplace client. The majority of suppliers have profiled their panelists against the standard qualifications; therefore, including them in the study will help increase the incidence rate. For more information on incidence rate, see Lucid Marketplace Metrics and best practices. Best practice is to use as many standard qualifications as possible. See Standard Qualifications for more information.
Custom qualifications are unique qualifications created by users of the Lucid Marketplace Suppliers have not profiled against custom qualifications; therefore, including them in the study will not help increase the incidence rate. Typically custom qualifications are only used when building custom quotas or when balancing sample into a client-side study. For example, if a client only wants respondents who have worn Nike shoes to enter into the study, a custom qualification would be appropriate. Note: if you want your custom qualifications to be available for supplier integrations, best practice is to toggle "Expose Customs" on the top right into the "On" position. For more information on how to build a custom qualification, visit Custom Qualifications.
As a default for English-United States studies, the Marketplace will automatically add the most commonly used Marketplace Standard qualifications: AGE, ZIP, GENDER, HISPANIC, ETHNICITY, and STANDARD_HHI_US_v2. If the study does not require these qualifications, they can be inactivated. See the "Deleting a Qualification" section below for more information. Note, for legal reasons, the accepted conditions for the AGE qualification range from 13 to 99. The age range can be edited; however, respondents under the age of 13 in the US must be recruited through parents.
Adding Standard Qualifications
To add a standard qualification to the study:
1. Navigate to the Qualifications page.
2. Click Add Qualifications.
3. Use key words in the search box to search for a qualification by name. For a list of all standard qualifications within a specific category, use the drop down menu and select the category.
4. Click the qualification to add it to the study.
The qualification's conditions will open.
5. Select the qualifications for the study, and fill out the Advanced settings for that qual. In the example below, the study is targeting a specific gender. Select the appropriate conditions for your survey, then click Add to Survey.
Note: Best practice is to make the description as detailed as possible in order to keep the study organized and help with troubleshooting.
6. Repeat until add
To add additional qualifications, click the Add Qualifications button again. When finished adding qualifications click "Done"
Editing a Qualification
To edit an existing qualification:
1. Navigate to the Qualifications page.
2. Click .... icon, and select Edit.
3. Make the changes to the qualification, and update the description.
4. Click Save.
Deleting a Qualification
To delete a qualification:
1. Navigate to the Qualifications page.
2. Click .... icon, and select Remove.
3. Select Delete on the verification popup box.
