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Adding a Quota

PAID FEATURE: The Quotas feature is only available on some paid plans—see if it's on your plan.

A quota limits the number of targeted respondents who can take your survey. It helps you get a balanced respondent sample and the exact amount of data you need.

Once the survey receives the number of qualified responses you defined in your quota, the collector closes.

You can easily view the complete results of your quota from the Analyze Results tab.

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Designing Qualifying Questions

Before adding a quota, create the survey questions you want to use to qualify respondents. We suggest building 1–3 closed-ended questions with answer choices that help you identify the target respondent base you want to get responses from.

We suggest using the Multiple Choice question type, so respondents can select answers from a finite list of choices. Check out the bottom of this page for some examples.

 

Terminology

Get to know some of the terms you'll encounter when building your quota.

TermDefinition
Simple QuotaA type of quota. A Simple Quota lets you use 1 qualifying question in your survey to set limits for how many respondents can answer with specific answers. You can set limits for one or more Answer Groups from any 1 question.
Combination QuotaA type of quota. A Combination Quota lets you automatically close your survey once you receive a specific combination of responses across 2 to 3 questions in your survey.
Quota Label FieldThe field where you name your Simple or Combination Quota. The label could be representative of your desired target respondent base.
Answer Group LabelYou can name each Answer Group you create for your quota. This label represents how a respondent will answer your qualifying question(s).
Answer GroupsThese are the qualified answer selections you need respondents to select when taking your survey. Answer Groups can include a single answer choice or multiple answer choices on any single question. A quota can have 1 or more Answer Group(s). Each Answer Group limit needs to be met before your quota is met.
Assign ValuesYou Assign Values to combine Answer Groups from your 2–3 qualifying questions in a Combination Quota. Once the Answer Groups are selected, you'll set the limit of responses needed with that exact Answer Group combination. You can't Assign Values on a Simple Quota.
EquationsYou can add additional equations, which allow you to Assign Values to other Answer Groups in your Combination Quota. Equations aren't used on a Simple Quota.
Quota OptionsYou can control what the over-quota respondent sees after answering your qualified questions.

 

Adding a Quota

Once your survey design is complete, you're ready to add your quota. If you're not sure if a Simple Quota or Combination Quota is best for you, check out the definitions in the Terminology section above.

Adding a Simple Quota

To apply your Simple Quota:

  1. Go to the Design Survey section.
  2. Click LOGIC from the left sidebar.
  3. Click Quota.
  4. Choose Simple Quota.
  5. Edit the Quota Label field.
  6. Select a Question. Pick the page and qualifying question that you’ll base your quota on.
  7. Click Next.
  8. Edit the Answer Group Label. Choose a label that represents the answer choice or choices you’re setting the limit for.
  9. Select your Answer Group.
  10. In the Quota field, edit the number of qualifying respondents you want to take your survey and respond with the selected answer(s).
  11. Click Save. Your Answer Group Label displays with a summary of the number of collected response and the number of desired respondents.
  12. (Optional) If you want to add additional Answer Group limits to your Simple Quota, click + Answer Group and repeat steps 8–11.
  13. Once you have your target demographics captured by your Answer Group(s), click the Options button.
  14. Select what respondents see after the quota is met and click Save.
  15. Click Done.
Adding a Combination Quota

If you are basing your Quota on multiple qualifying questions, you’ll apply a Combination Quota.

To apply a combination quota:

  1. Go to the Design Survey section.
  2. Click LOGIC from the left sidebar.
  3. Click Quota.
  4. Choose Combination Quota.
  5. Edit the Quota Label field.
  6. Select Questions. Pick 2–3 qualifying questions that you’ll base your quota on.
  7. Click Next.
  8. Edit the Answer Group Label to your first qualifying question—choose a label that represents the answer choice or choices you’re setting the limit for.
  9. Select Answer Group.
  10. Click Save.
  11. Click + Answer Group to your second and third qualifying question. Add at least 1 answer group for each question in your Combination Quota. You can add more than 1 answer group to any qualified question.
  12. Once all Answer Groups are created for each question, click Assign Values.
  13. Choose the answer groups you want to combine and edit the number of qualifying respondents you want to take your survey in the Quota field.
  14. Click Save.
  15. (Optional) Select + Add Equation to create any other set limits for your survey. Click Save.
  16. Your Answer Group Label displays with a summary of the number of collected responses and the number of desired respondents.
  17. Once you have your target demographics captured by your Answer Group(s), click the Options button.
  18. Select what respondents see after the quota is met and click Save.
  19. Click Done.
Buying SurveyMonkey Audience Responses? You can’t add a quota if you’re using SurveyMonkey Audience. Instead, use multiple Audience collectors to reach the respondent sampling you need.

Quota Options

You can edit the quota options to change what the over-quota respondent sees.

OptionDescription
End the surveyOver-quota respondents proceed to the Survey End Page you configured in the collector options.
Display a custom messageOver-quota respondents see a custom message when they submit an answer that exceeds a quota limit. When you select this option, you can type a custom message.
Redirect to your own webpageOver-quota respondents are redirected to that URL upon submitting an answer that exceeds a quota limit. When you select this option, you can enter a URL.
Close windowOver-quota respondents' browser window closes.

Live Surveys

If your survey is live—meaning it already has responses—you can still edit or apply a quota. When you apply a quota to a live survey, existing responses don’t count towards the quota, only new responses do.

If your survey closed because the quota was met, you can adjust the quota to accept more qualified responses, but make sure to reopen the collector so new respondents can take your survey.

 

Viewing Quota Results

When you're ready to view your quota results, head over to the Analyze Results section.

Saved Views

When a quota is applied to a survey, a saved view is created for each set of qualified responses. When you activate a saved view, it displays a filtered view of only the Complete responses within that quota limit. If you have more than one limit set up on your quota, you'll have multiple saved views.

To activate a saved view:

  1. Locate the view in the SAVED VIEWS section of the left sidebar. The name of the view will match the name of the quota's answer group label.
  2. Click the name of the view.

A green bar at the top of the page indicates that the quota filters have been applied.

Don't edit the filters in these saved views, since there isn't a way to revert back to the original saved view. If you want to add additional filters, use the Original View and build your filters from scratch.

Exporting Quota Responses

To export quota responses:

  1. Locate the quota SAVED VIEW you want to export.
  2. Click the down arrow to the right of the view.
  3. Choose Export view.
  4. Choose the preferred export format.
  5. Click Export.

Response Status

In the Individual Responses tab of the Analyze Results section, you'll see the Response Status for each respondent.

Only Complete responses count towards your quota and are included in your Saved View(s). Over Quota and Incomplete responses aren't included in your Quota.

 

Examples

Check out these examples to better understand when to use a quota, how to set one up, and how to look at the results.

Example 1: Simple Quota

Let’s say you're creating an ad campaign targeted at people who love trucks. You need data about 200 truck-loving respondents to help you create your ad campaign. Here’s how to set this simple quota up on your survey:

  1. Add a closed-ended qualifying question to your survey identifying the target demographic—people who love trucks:

    What type of auto do you like the most?

    • Sedan
    • Sports car
    • SUV
    • Truck
  2. Set up your Simple Quota:

  3. View your quota results in the Analyze Results section by activating your Saved View:

Example 2: Combination Quota

Let's say you're creating two ad campaigns targeted at parents who love trucks and parents who love SUV's. You need responses from 100 truck-loving parents and 100 SUV-loving parents to help you create your ad campaign. Here's how to set this combination quota up on your survey:

Are you a Parent?

  1. Add two closed-ended qualifying questions to your survey identifying the target demographics:

    What type of auto do you like the most?

    • Sedan
    • Sports car
    • SUV
    • Truck

    Are you a Parent?

    • Yes
    • No
  2. Set up your Combination Quota:

  3. View your quota results in the Analyze Results section by activating your Saved Views:

 

Quotas enable you to automatically close a survey once it reaches a certain ratio of qualified responses.

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