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Create an in-survey quota

Lisa Wong
Updated

To create in-survey quotas for a specific survey, create a quota check and then add quotas to it.

The application does not support more than 50 in-Survey quotas, so you may experience performance issues if this limit is exceeded.
  1. In Power Survey Authoring, click the Questionnaire tab.
  2. Click Folder and then select Quota Check.
  3. In the New Quota Check dialog, type a name for the quota check and then click OK.
    Note: This is the name for the quota check, not for the in-survey quota.
  4. Create or select a quota.
    • To create a new quota, click New.
    • To use an existing quota, select a quota from the Quota list and then click Edit.

      If the survey does not contain any quotas, the Edit button does not appear.

    Note: If you edit an existing quota in a quota check, that quota is changed in all other quota checks that contain it.
    The Question Editor opens and displays an editing area for the quota check.
  5. Enter or edit the information in the following fields:
    • Quota Name: The name of the quota that appears on the Quotas tab when you look at all the quotas in a survey.
    • Target Count: The number of members required to meet this quota.
    • Check For: The option to check whether the quota is met or not met.
      • Full: The quota checks for how many survey completes meet the quota target. After the quota target is full, participants can answer questions within the quota check folder.

        Example

        The quota is for 500 males. Participants are directed past the quota check folder until the quota target is reached. After this point, male participants are directed into the quota check folder.

      • Not Full: The quota checks for how many survey completes meet the quota target. If the quota target is not full, participants can answer questions within the quota check folder. Once the quota target is full, participants can still complete the survey, but they will not see the questions within the quota check folder.

        Example

        The quota is for 500 males. Participants are directed into the quota check folder until the quota target is reached. After this point, male participants are directed past the quota check folder.

        Note: When an in-survey quota is set to Not Full, the Current Count column in the Quotas tab continues to count participants who are directed past the quota check folder after the Quota Target is met. However, only the participants who meet your quota are directed into the quota check folder.
    • Send Email: The option to automatically email the Project Manager when the target count has been reached.
  6. On the Questions tab, select the questions you want to add to the quota.
    A question is a piece of information about your members. For example, a question can be the member's city, the number of points earned, or a response to a survey question.
    Note: Using a recode as the basis for a quota is not recommended. Saved changes to recodes are immediate and do not require publishing if the survey is live. Therefore, your survey logic may be affected.
  7. On the Include tab or the Exclude tab, add the filter conditions.
    Option Steps
    To add a condition
    1. Click the gear icon, and then select Add Condition.
    2. Complete the condition.
      1. Click the question, and then select the desired question from the list.
      2. Click the preposition, and then select the desired preposition from the list.
      3. Depending on the question, select a list item, type a value, or select a date.
    To add a condition group
    1. Click the gear icon, and then select Add Condition Group.
    2. Select whether any or all of the conditions must be true for the condition group to be true as a whole.
      • If any of the conditions in the group must be true, select Any.
      • If all of the conditions must be true, select All.
    3. Beside the new condition group, click the gear icon, and then select Insert Condition.

      The condition is added inside the condition group.

      Note: If you select Add Condition or Add Condition Group, the condition or condition group is added outside of the original condition group.
    4. Complete the condition.
      1. Click the question, and then select the desired question from the list.
      2. Click the preposition, and then select the desired preposition from the list.
      3. Depending on the question, select a list item, type a value, or select a date.
  8. Click Save.
Parent topic: Quotas (power surveys)

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