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Managing qualifying and answer quotas on qualifying questions
Managing qualifying and answer quotas on qualifying questions

How you can set minimum quotas to ensure a certain number of respondents carry on in your survey.

Updated over a week ago

You have the option to set up answer quotas on qualifying questions in your survey to guarantee a minimum number of respondents continue or discontinue the survey based on their answers.

This is to make it much easier to run robust surveys with specific size segments of respondents, rather than having to split this up across multiple surveys.

How to set up a quota

  1. Select "Qualify respondents" on a single- or multiple-choice question

  2. Click Allow Qualifying next to your qualifying answer(s)

  3. Click Activate to turn on the ability to add a quota to your qualifying answers

  4. Next to each answer, a modal will appear. Here, type in the percentage you'd like to guarantee selection of that answer (this quota is a minimum percentage of respondents who will screen in with this answer, but it could be more than the number selected, as such quotas can total anywhere <100%).

  5. Repeat if you want for all qualifying answers you require

  6. You'll then see your selected answer quotas in the Review stage of the editor, and under Targeting in results.

How to remove or edit a quota once the survey is live

When you apply a quota to a qualifying answer, we recognise you might want to make edits to this when the survey is live. Perhaps the quota set means that your survey is filling slowly, or you no longer feel the quota is important - you can now manage this yourself on your live survey, with the ability to reduce the minimum quota, increase the quota, or remove the quota on the qualifying answer entirely.

  1. Go to the manage page of your survey

  2. Click on the wave you want to manage

  3. On the right-hand side of the page, click the 3 dots next to the qualifying criteria and then 'Edit'

  4. This opens a window where you can simply edit the percentage of your minimum quota.

  5. Repeat across all the qualifying criteria you wish to amend

Note, you can adjust the quota percentages to any number, as long as the quotas total does not exceed 100%.

Editing qualifying question options on a live survey

You can also turn an answer into a qualifying option, if you wish to make a change to your qualifying criteria once the survey is live. Note, you won't be able to add a quota to any answer you make qualifying after the survey has been launched.

Things to note about quotas

  • Please note that you can set up quotas for as many of your qualifying answers as you wish, or you could just add quotas for one or two. It's up to you, as long as the sum of the answer quotas on each question does not exceed 100%. Any qualifying answers that don't have quotas set will naturally fall out.

  • What do we mean by ‘minimum’? In most scenarios, your quotas will be filled as a minimum. In some rare scenarios, where the quota % you set does not divide to a round number within your respondent sample size, we round this down. This could mean your quota is very marginally missed. This is done in order to enable your survey to fill smoothly, by making sure that the minimum respondents required to fill each answer quota do not surpass the total sample size.

  • Answer quotas and demographic quotas do not interlock. There's no guarantee that for example all the male respondents might fall into one answer quota, and all the females into another. It's relatively likely that first come first served logic will fill the answer quotas on a random basis, but it cannot be guaranteed.

  • Please note that the %s you see on qualifying questions in the Results, where not all answer options screen respondents in, include respondents who have not qualified into the survey.

  • Demographic quotas (on the audience page) are hard quotas but because of how answer quotas needed to work with multiple choice questions, we have made the answer quotas use minimum percentages.

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