How do I create a quota in a power survey based on a profile variable?

To set a quota in a power survey based on a profile variable, you will need to pass the profile variable data to a hidden question in the power survey. This can be done by appending the profile variable data to the activity link. You can then use the hidden question when setting up an in-survey quota.

Example

You have a power survey that requires 100 participants, 50 male and 50 female. The gender data is stored in the Gender profile variable.

Detailed Steps

Create a hidden question

1. In Power Survey Authoring, go to the Questionnaire tab.
2. Create an Open End question.
   Example: Gender_Flag
3. Hide the Open End question.

Create an in-survey quota

1. Create a Quota Check action.
2. Click New.
3. Enter the information in the quota fields.
   Example for Male In-Study Quota:
   Quota Name: Male_Quota
   Target Count: 50
   Check For: Full
4. On the Questions tab, select the hidden Open End question.
5. On the Include tab or the Exclude tab, add the filter conditions for your quota.
   Example filter for Male In-Study Quota:
   Gender_Flag IS Male
   Note: The Open End text in the filter condition must match the choice option in the Gender profile variable.
6. Add a Termination Point within the quota check.
7. Save and Validate the survey.

Set up the email invitation

1. Go to the Distribute page.
2. Click New Invitation.
3. Go to the body of the invitation.
4. On the email editor toolbar, click Insert Variable > Activity Link with Variables. 
   Result: The following code phrase is inserted in your email:
   [%ActivityLink%]&[%url(QuestionName,TypeProfileVariableHere)%]
5. Replace QuestionName with the exact name of the hidden Open End question.
6. Replace TypeProfileVariableHere with the exact profile variable name as it appears.
   Example:
   [%ActivityLink%]&[%url(Gender_Flag,Gender)%]
7. Edit the remaining email body so all the activity links references this pipe.
8. Set up filters and other invitation settings.
9. On the Schedule tab, under Send Date, select Now or Later. If you chose Later, set a date and time.
10. Click Review and Send to review the details of your communication, and then click Send Now or Schedule Send.

More Information

• Create an in-survey quota
• Append member IDs or profile variables to the [%ActivityLink%] pipe
• Add a termination point
• Create an invitation