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Adding a Quota

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

Once your quota is met, the collector closes so no one else can take your survey. Then you can see the complete results of your quota in your results.

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Video Overview

 

Designing Quota Questions

First, create the survey questions you want to add a quota to using only these supported question types:

  • Multiple Choice
  • Checkboxes
  • Dropdown Menu

We suggest adding 1–3 questions with answer choices that help you identify who you want to get responses from. Check out the Video Overview for 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 people 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 someone will answer your qualifying question(s).
Answer GroupsThese are the answer selections you need people 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 Groups. 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 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 survey takers see after answering your quota questions.

 

Adding a Quota

Once your survey design is complete, you're ready to add your quota. There’s a limit of one quota per survey. If you're not sure if a Simple Quota or Combination Quota is best for you, check out the Terminology section above.

Adding a Simple Quota

To apply your Simple Quota:

  1. Go to the Design Survey section.
  2. In the left sidebar, click the @Logic icon.
  3. Click Quota.
  4. Click Simple Quota.
  5. Edit the Quota Label.
  6. Select a Question. Pick the page and 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 people 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 responses and the number of desired responses.
  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 Answer Group(s) set up, click the Options button.
  14. Select what survey takers see after the quota is met and click Save.
  15. Click Done.
Adding a Combination Quota

If you're basing your quota on multiple questions, you’ll need a Combination Quota.

To apply a Combination Quota:

  1. Go to the Design Survey section.
  2. In the left sidebar, click the @Logic icon.
  3. Click Quota.
  4. Click Combination Quota.
  5. Edit the Quota Label.
  6. Select Questions. Pick 2–3 questions to base your quota on.
  7. Click Next.
  8. Edit the Answer Group Label for your first question—choose a label that represents the answer choice or choices you’re setting the limit for.
  9. Select choices for the Answer Group.
  10. Click Save.
  11. Click + Answer Group to your second and third questions. Add at least 1 answer group for each question in the Combination Quota. You can add more than 1 answer group to any question in your quota.
  12. Once all Answer Groups are set for each Quota question, click Assign Values.
  13. To make an equation, choose the Answer Groups you want to combine and edit the number of people who you want to take your survey in that answer group 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 survey takers 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 choose what survey takers see after submitting an answer that exceeds a quota limit. You can also edit the survey closed message for people who try to take the survey after it's closed.

OptionDescription
End the surveyThey proceed to the Survey End Page.
Display a custom messageThey see the custom message you entered.
Redirect to your own webpageThey are redirected to the URL you entered.
Close windowTheir 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. You also need to reopen the collector so more people can take your survey.

 

Viewing Quota Results

When you're ready to view your quota results, head over to the Analyze Results section. The Quota status bar lets you know how close your quota is to being met.

Saved Views

When a quota is applied to a survey, a saved view is created for each set of qualified responses. If you have more than one limit set up on your quota, you'll have multiple saved views.

When you select a saved view, it displays a filtered view of only the Complete responses within that quota limit.

To select a saved view:

  1. Go to the Analyze Results section of your survey.
  2. In the left sidebar, click E Saved Views.
  3. Click the name of the view.

A green check mark 2 next to a view means the view is selected. You can toggle a view on and off by clicking its name.

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. Go to the Analyze Results section of your survey.
  2. Click E Saved Views.
  3. Click the More icon . next to the quota view you want to export.
  4. Select Export view.
  5. Choose Summary data or All responses data.
  6. Select the file format and settings you want.
  7. 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. Over Quota and Incomplete responses aren't included in your Quota.

Deleting Responses

If you delete an individual response that counted towards your quota, the quota is still considered met. If you want to collect more qualified responses, increase your quota.

 

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

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