Overview:
This article will cover how to set-up, edit, and monitor quotas in Survey Builder.
Setting-up a quota:
Quotas can be found, by clicking on the “+” in the top left of the Build > Editor page:
Step 1: select Quota from the menu (pictured above). This will open a window where you can select the variable(s) that you want to quota on. Users can currently select up to two variables to interlock**.
Step 2: Once you’ve selected the variable(s) that you want as part of your quota, click “next” and then you will a screen where you can set the sample sizes for each row in the quota that you want to capture:
Fill-in your target sample as per the below and then click “Finalize”:
Your quota will now appear on the left-hand side:
**Users can get around the limit of two interlocking quotas by creating a hidden question that captures all of the information that you’re looking for. For example: age, gender and region. You would then select this variable as the variable you want to use in your quota. See the <<Additional Tips and Tricks for setting up a hidden variable>>
Quota Stop:
You can use quota stops to ensure that you don’t exceed your quota targets.
Step 1: To add a quota stop, select “Quota Stop” from the “+” menu:
Step 2: Select the quota where you want to put a stop in place and give it a label:
Monitoring and editing your quotas:
Once your survey is live you can monitor the progress via the Overview tab:
If you need to make changes to your quotas (such as opening a quota) go into Build, select the quota you want to adjust, and change the target number. Your survey will then update automatically to reflect the changes you made.
