What are Quotas?
Adding quotas to your survey can help you close your survey automatically when you've reached the maximum number of qualified respondents. For example, if you were running a customer feedback survey and wanted to ensure that you heard from exactly 50 people who had purchased products more than once, you can add these parameters to your questionnaire so that the survey closes when this is met.
Quotas are also used for researchers looking to obtain a sample that is statistically significant to the population they're analyzing. An example of this would be if a researcher wanted to hear from as close to exactly 25% of freshmen, sophomores, juniors, and seniors in college; even taking response rates into account. This feature adds a valuable capability to drill down to your target demographic audience's responses with precision and minimal effort.
How to Apply Quotas to Your Survey
You'll want to identify your key demographic before you launch your survey. You'll want to have a question that addresses each component of your target, so be sure to include close-ended questions on 1-3 areas of interest.
Create your close-ended questions in the body of your survey that confirm the demographic parameters you're seeking.
- Close-ended questions qualify as multiple choice single-answer or multiple-answer question types.
- Click Survey Options on the left-hand side within the Design Survey page.
- Scroll down to the Add Quotas to Your Survey header, and click Add Quotas.
- Click Add Group and choose a question to target a certain attribute. Enter a title for your reference on the question you're drilling down on. The labels you enter here will be the titles of the automatically created filters when you create a quota.
On the next drop-down menu, pick the answer choices you're targeting:
- Pick a single answer choice: You can choose a single answer if there's a standalone answer choice that applies to the trait you're looking for.
- Pick multiple answer choices: You can tick the checkboxes for multiple answer choices if there is more than one answer choice that will be suitable for the target demographic.
- Click Apply and you'll see your first Group with the labels you've assigned; and an ability to add another group (Click Add Group if this is the case. In our continuing example, we'd create a group for each question on grade level, gender, and course enrollment.)
- Click Next, and under the drop-down menus pick the label corresponding to the answer choices you've chosen.
Under the Set quota to... column, enter the number of respondents you'll need. Note that this is a maximum, not a minimum.
NOTE: If you receive a message that "An Error Occurred" when trying to save a quota, ensure that no answer choice combinations have been selected that would be otherwise impossible due to existing Skip Logic combinations or disqualification configurations. For example, if a "No" answer to the first question should disqualify the respondent from taking the survey, the tool won't allow a quota combination to be set for a "No" response linked with later survey questions.
- Click Next, and the Customize Over Quota Page follows.
Pick from the following options when a respondent tries to proceed in the survey and it's over quota:
- No, don't display Over Quota page after a respondent exceeds your quota: Respondents will see your Thank You message when they attempt to proceed after selecting a quota-specific answer; and then be redirected to a SurveyMonkey-branded landing page.
- Yes, display Over Quota page after a respondent exceeds your quota: Respondents will see either our default "Thank you for taking our survey" message, or you can customize the message on the over-quota page in the dialogue box.
- Redirect, to your own webpage after a respondent exceeds your quota: Send respondents to a webpage of your choice when a respondent proceeds in the survey after submitting a choice pertaining to the full quota.
- Close Window: You can have the browser window simply close if a respondent tries to proceed in the survey after you've reached your quota.
- Click Save and the pop-up will close, then click Save Changes from the Survey Options page.
Combined Quotas vs. Single Question Quotas
Single question quotas can entail a maximum of 6 groups of answers (for example, if using the United States, you could create a group for Northwestern states, Southwestern states, Northeastern, etc. wherein each group is made up from a few state selections).
Combination quotas are those that utilize answer choices from multiple questions. You can select up to 3 questions to include in a combined quota. Continuing on the above example, you could create a combined quota for Northwesterners that incorporated their gender and registered voting status. You can use 6 groups per question; and 24 total combined quota values for a single survey.
When the Quota is Reached
When the quota is reached on your survey, it will automatically close the survey to prevent collecting additional responses. However, you can edit the quota from the Analyze Responses page. A quota is considered reached when the target respondents match the quota number and finish the survey (get to the last page and click Done).
Using Quotas in Analysis
As your survey collects responses, you can track its progress in the Analyze Results section, at the top of the page. For further details about using quotas in analysis, see our help article here.