Quotas enable you to automatically close the survey once the survey reaches a certain ratio of qualified responses.
You must have a GOLD or PLATINUM plan or an Enterprise subscription to use this feature.
Create Qualifying Questions
You should identify your key demographic before you launch the survey. Once you determine who you want to answer your survey, then make sure to add 1-3 close-ended questions that address each component of your target demographic. The Multiple Choice question type, which allows respondents to select an answer from a finite list of choices, is best.
You will base your quota off of these qualifying questions. You will need to specify which questions you want to use to determine the segments to limit the responses from. On a Simple Quota, you can only pick one question. On a Combination Quota, you can pick up to three questions.
Please note that you can only have one quota on a survey at a time, so be sure to finish adding all your questions and choices before creating your quota.
Simple Quota vs. Combination Quota
- Simple Quota — set limits for one or more answers to a single question. For example, your survey could close when 50 respondents answer that they are male. Or, your survey could close when 50 respondents answer that they are male, and 20 respondents answer that they are female.
- Combination Quota — set limits for one or more answers to multiple questions. For example, your survey could close when you reach 50 respondents who answer that they are male AND from Florida, which is qualifying information that would need to be collected through multiple questions.
Applying a Quota
Once your survey design is complete, the next step is to apply the quota.
To apply a quota:
- Click the Design Survey tab.
- In the left sidebar, click LOGIC.
- Click Quota.
- Choose between Simple Quota and Combination Quota.
- In the Quota Label field, enter a name that represents the type of demographic you wish to represent. For example. if you want to close the survey when 50 respondents answer that they are male, you could enter "Gender" as the Quota Label.
- In the Select a Question field, select the qualifying question and click Next.
- In the Answer Group Label field, enter a name that represents the type of respondent you wish to represent by the quota. For example, "Males".
- In the Quota field, enter the number of qualifying respondents you want to take your survey (the survey will close once that number is reached).
- Select the answer choice you wish to set the quota on. For example, Male.
- Click Save.
- In the Quota Label field, enter a name that represents the type of demographic you wish to represent. For example, if you want to close the survey when 50 respondents answer that they are male AND from Florida, you might enter "Gender and Location" as the Quota label.
- From the the Question 1 and Question 2 menus, select the qualifying questions. You must add a minimum of 2 questions, and a maximum of 3 questions, to a Combination Quota.
- Click Next.
- In the Answer Group label field for the first qualifying question, enter a name that represents the type of respondent you wish to represent by that part of the quota. For example, "Males".
- Below it, select the answer choice you wish to set the quota on. For example, Male.
- Click Save.
- Click +Add Answer Group for the second qualifying question.
- Enter an Answer Group Label and select the answer choice you wish to set the quota on and click Save.
- Once you are done adding answer groups, click Assign Values.
- Select the Answer Groups you wish to combine from the dropdown menus.
- In the Quota field, enter the number of qualifying respondents you want to take your survey. A response must meet both criteria in order to be counted toward the quota. Once the number is reached, the survey will close automatically.
- Click Save.
NOTE: When you apply a quota to a survey that has already collected responses, existing responses won't count toward the quota.
You can edit a quota on a live survey. However, if your survey closed because the quota was reached, you will need to reopen the collector after adjusting the quota.
When you configure the answer groups on both Simple and Combination Quotas, you will see the option to add an additional answer group. You can bundle multiple answer choices on a single question into an Answer Group and assign a quota to that grouping of choices. When your survey reaches those limits, the survey will close automatically when respondents use those answers.
This step will show on Combination Quotas only. This will allow you to select multiple answer groups from the different questions you've specified and assign a quota value to that combination of answer groups.
You can control what respondents see after the quota is fulfilled for an answer group or combination of answer groups. There's a number of options you can choose for how the survey will handle subsequent responses that use those fulfilled answers. By default, we will close the survey when they click the Next button on the page, but you can select the following options:
- End the survey - Over-quota respondents will proceed to the Survey End Page you configured in the collector options.
- Display a custom message - You will be prompted to enter a custom message. Over-quota respondents will see the message when they submit an answer that exceeds a quota limit.
- Redirect to your own webpage - You will be prompted to enter a URL. Over-quota respondents will be redirected to that URL upon submitting an answer that exceeds a quota limit.
- Close window - Over-quota respondents' browser window will close.