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Quota Element

 

1:  About Quotas

The quota element creates respondent flow management by restricting the number of respondents allowed through the survey.

Requirements:

  • There must be a page break before the quota element.
  • Respondents must pass through the quota element in order to be counted in the quota. If a skip element is added in the survey do not skip around the quota if you want the respondents to be included in the quota. For example, if a skip element is added that skips some respondents from the screener questions to the end of the survey and the quota element is placed somewhere after the screener questions, the respondents that are skipped to the end of the survey would not be counted in the quota. In this case, you could place the quota element immediately after the screener questions and place the skip element after the quota element.

2:  Adding a Quota Element

To add a quota element, click "+ Add Survey Element." Select "Structural," click on "Quota," then click "Insert."

Add a title to describe the quota, then click "Edit Quota" to add cells.

Define the top level quota settings, shown and described below.

2.1:  Maximum Number of Respondents

Enter a numeric value that defines the maximum number of respondents for this quota.

For example:

1000 means that a maximum 1,000 respondents can qualify for the entire quota

* (an asterisk) means the limit is infinite, or "open quota"

2.2:  Maximum Number of Cells to Assign

Enter a numeric value that defines how many quota cells an individual respondent can qualify for.

For example:

A quota collecting age groups should only allow respondents to qualify for one cell in the quota. In this case, enter 1 maximum number of cells to assign.

A quota with cells based on a multi-select question that asks which activities the respondent enjoys should allow the respondent to qualify for more than one cell. If the quota has 11 cells, enter 11 maximum number of cells to assign.

2.3:  Add Quota Cells

Next, click "+ Row" to add cells to the quota.

3:  Methods for Creating Quota Cells

3.1:  Create Quotas From Question Answers (Quick Quotas)

Quick quotas allow you to select from the 1-dimensional questions in your survey (excluding text and comment elements). Quota cells are created for each answer option in the question selected.

Select "Question Answers (Quick Quotas)" from the dropdown menu and click on the question you want to use to create the quota cells. Then click "OK."

Next, set up your cells to represent your "Maximum Number of Respondents."

  • Infinite (*): The cells split the maximum equally
  • Limit: Enter a number to define the maximum number of respondents for the cell. E.g., 500

For number elements, you must specify the number or range for the cell in the field provided. The following entries may be used to set the cell limits:

  • Single number - e.g., 25
  • List of numbers (comma-separated, no spaces) - e.g., 25,26,32
  • Range of numbers - e.g., 25-49
  • Inequality signs - e.g., <50
  • Combination of above - e.g., >25,30-50,75

Cells names are created using text from the the answer options.

Once the quota is defined, click "Save."

3.2:  Create Quotas From Logic Conditions

This option allows you to select from existing logic conditions or create new conditions for the quota cells.

Select "Logic Conditions" from the dropdown menu. Choose from existing logic conditions or click "+New Condition."

In this example we are adding a new logic condition based on a number element. Select the question you want to use for the logic from the dropdown menu, select "is" or "is NOT" from the dropdown menu, then enter the number or range for each response that will define the logic. Then select "Save," or "Save As..." if you wish to name the condition for later use in the survey builder.

Repeat for each additional cell. Next, set up your cells to represent your "Maximum Number of Respondents."

  • Infinite (*): The cells split the maximum equally
  • Limit: Enter a number to define the maximum number of respondents for the cell. E.g., 500

The default labels for each group are named based on the text provided in the element.

3.3:  Create Quotas From Randomly Assigned Quotas

This option allows you to enter quota cells that respondents will be randomly assigned to.

Select "Randomly Assign Quotas (+Quotas)" from the dropdown menu. Enter the quota cells in the area provided and click "OK."

Next, set up your cells to represent your "Maximum Number of Respondents."

  • Infinite (*): The cells split the maximum equally
  • Limit: Enter a number to define the maximum number of respondents for the cell. E.g., 500

By default the cells will split the maximum equally (if * is left in place), or you can specify the limit for each cell. The default labels for each group are named based on the text provided in the element. Click "Save" once the limit for each cell is set.

3.4:  Create Quotas from Sample Source

To create a quota based on sample sources, select  "Question Answers (Quick Quotas)" from the dropdown menu and click sample sources to create the quota cells. Then click "OK."

A cell is created for each sample source specified in the builder.

Next, set up your cells to represent your "Maximum Number of Respondents."

  • Infinite (*): The cells split the maximum equally
  • Limit: Enter a number to define the maximum number of respondents for the cell. E.g., 500

By default the cells will split the maximum equally (if * is left in place), or you can specify the limit for each cell.  Click "Save" once the limit for each cell is set.

Additionally, click "col" to create a 2-dimensional quota that further defines the respondents in your survey.

3.5: Create Quotas from Languages

Note: The language option for defining a quota is available only when 1 or more language is added via the language manager.

To create a quota based on languages, select  "Question Answers (Quick Quotas)" from the dropdown menu and click languages to create the quota cells. Then click "OK."

A cell is created for each language specified in the language manager.

Next, set up your cells to represent your "Maximum Number of Respondents."

  • Infinite (*): The cells split the maximum equally
  • Limit: Enter a number to define the maximum number of respondents for the cell. E.g., 500

By default the cells will split the maximum equally (if * is left in place), or you can specify the limit for each cell.  Click "Save" once the limit for each cell is set.

Additionally, click "col" to create a 2-dimensional quota that further defines the respondents in your survey.

4:  Setting Limits for Cells

This section describes the options for defining the limits for cells in a quota.

4.1:  Hard Quotas

Hard quotas allow you to specify the exact number of respondents required to satisfy the cells in a quota.

Enter an integer for the "Maximum Number of Respondents" and each cell.

In the example below, each cell has a hard quota of 400 and the total quota is 800. In other words, each cell must collect 400 respondents in order to satisfy the quota.

This is how our example appears in the quota sheet in the field report:

4.2:  Soft Quotas

Soft quotas allow you to set minimum and maximum limits on cells, leaving a cushion.

If you're using a soft quota for a cell, all cells in the quota must either be a range (e.g., 100-200) or an integer.

The "Maximum Number of Respondents" must be an integer, and cannot be a number less than the sum of the minimum number of completes for all cells, plus the maximum for the cell with the highest limit. This will provide the float, which must allow the total of any of the cells to be met, in addition to the minimum required for each of the cells. The maximum number of respondents cannot be a number greater than the sum of the top limits of the cells.

In the example below, each cell has a soft quota of 200-400 and the total for the quota is 600. In other words, 400 is needed to satisfy quota, 600 is the max, and there are 200 floating respondents that can be used beyond the soft quota.

This is how our example appears in the quota sheet in the field report:

4.3:  Percentage Quotas

Percentage quotas allow you to split the cells by percentage. If you're using a percentage for a cell, all cells must be a % (e.g., 25%) or 0, and the sum of the percentages must equal 100%. The total for the quota must be an integer.

In the example below, each cell has a limit of 50% of the total. In other words, 800 is needed to satisfy the quota and 50% of the total will be males (400 respondents), and 50% females (400 respondents).

This is how our example appears in the quota sheet in the field report:

4.4:  Open Quotas

Open quotas allow you to track cells in the quota sheet without placing a limit on the quota. If you'd like to create a standard open quota, enter an asterisk (*) in the total field and for each of the cells.

If a quota has an integer specified for the "Maximum Number of Respondents" and each cell is set to (*), the maximum will be respected and qualifying respondents will be distributed equally amongst the cells.

"inf" (i.e., infinite) can be used to create an open cell. If a quota has an integer specified for the "Maximum Number of Respondents" and "inf" has been entered for any of the cells, the "infinite" cell overrides the total to allow it to be truly open. Any limits set for other cells in the quota will still be respected.

In the example below, the quota contains asterisks (*) in all fields, so it does not have a limit that's required to satisfy the quota.

This is how our example appears in the quota sheet in the field report:

4.5:  Setting Priorities

Placing priorities on cells can be useful for soft quotas, or if a respondent can qualify for more than one cell in a quota.

In this example we have a 2-dimensional quota that includes the outdoor activities males and females enjoy. The question that asks which activities the respondent enjoys is a multi-select, therefore respondents can qualify for more than one cell.

We want to set priorities on the cells, so that for females, camping has top priority , next hiking, then kayaking, with the lowest priority on mountain biking. What this means is that if a female enjoys both hiking and kayaking, the quota will fill for the hiking cell.

The priorities on the cells are entered in this order:

  • Top priority: Camping (100:4)
  • Hiking (100:3)
  • Kayaking (100:2)
  • Lowest priority: Mountain Biking (100)

The higher number gets first priority.

The males in this example do not have a priority specified. If no priority is set and respondents can qualify for more than one cell, the respondent will fall into the cell with the lowest percentage of completes.

This is how our example appears in the quota sheet in the field report:

5:  Renaming a Quota

To modify the labels to be easier to understand or shorter, click "Edit Quota."

Click on the text for a cell.

In "Logic Conditions Setup," click "Save As..." Then enter an alternative name, and select "Save."

Once updated, save the quota.