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How to create a balanced random sample for polling list
How to create a balanced random sample for polling list
Autumn Dorsey avatar
Written by Autumn Dorsey
Updated over a week ago

An additional option for creating a random sample poll is to create a balanced random sample. This list export allows you to create a sample list of voters and balance the list based on different demographics (age, modeled party, ethnicity, registered party, and sex). That list can then be reuploaded into Numinar as a tag and applied to your sample survey list!

💡Want to target 50% of voters under the age of 55 in your IVR poll for example? Easily do so with the balanced random export! See below.

Step 1/15: Click on Lists and open desired list

Step 2/15: Add filters

In this case, it's for an IVR poll, so land line and landline reliability were added in addition to targeting voters in a particular county!

Add filters

Step 3/15: Click on three dots

Click on three dots


Step 4/15: Click on Download

Click on Download


Step 5/15: Select Random Sample Export and click continue

Select Random Sample Export and click continue

Step 6/15: Type in your desired sample size

Note, this list is already includes voters who have a landline!

Type in your desired sample size

Step 7/15: Select your list balancing option

In this case, I want to balance age demographics

Select your list balancing option


Step 8/15: Select your desired percentages per slider and export

Once you hit 100%, the option to export the sample button will turn blue from grey. Note, each slider has a limit based on the actual number of voters that meets the criteria of that segment.

Select your desired percentages per slider and export

Step 9/15: Click on Data

After you export the list you will need to reimport it in as a tag if you want to use in your survey list. First step is to create the tag name for the balanced random sample export.


Step 10/15: Create Tag

Create Tag

Step 11/15: Click on Uploads

Next step is to upload the export with the tag back into Numinar. Check out this article for how to upload data into Numinar for more info.

Step 12/15: After the tag upload finishes, it will show as completed here

Step 13/15: Go back to lists and add the uploaded tag into the list

Go back to lists and add the uploaded tag into the list

Step 14/15: Check total counts and see you have 20k voters w/landlines

Check total counts and see you have 20k voters w/landlines


Step 15/15: Click on Save

Click on Save

💬Frequently Asked Questions

Can I update the tag used for the advance random sample?

Sure! You should use the same list and exclude voters already contacted and re do the process.

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