How do I monitor quotas in a live SurveyMR 2.0?

Quotas allow you to limit the number of respondents that can give a specific answer to a question within your survey. If you have added quota nodes to your SurveyMR 2.0, you can monitor the progress of the quotas whilst the survey is live.

Important notes

  • You cannot add a new quota node into a live survey. Quota nodes need to be added when your survey is in upcoming. If you do not need to launch your survey with quotas, but instead anticipate you may need to add quotas later down the line – ensure to add your quota nodes into your upcoming survey (set the values very high to begin with), as you can then amend the quota amounts whilst the survey is live.
  • Quotas are required for all answer options to the selected question and no answer can be blank.

How to monitor quotas

Click into your live survey via back room > research tools > SurveyMR 2.0 in the live surveys tab. In ‘Build’ tab for your survey, you will see a ‘view quotas’ button to the right of the page. Click on this to view all quotas that have setup for your survey.

TQ - picture 1

Once you have clicked into view quotas, a pop-up window will appear:

TQ - picture 2

This window shows the quota progress – in terms of how many users have come through the survey and contributed to a quota. For example, if a ‘quick quota’ node has been configured based on an age type question – if a respondent taking the survey answers that age question, for example selecting 35-44 – this would then update in realtime in the ‘view quotas’ pop-up window. You will notice the ‘out of’ number would increase by 1.

Updating quotas in a live survey

Whilst monitoring quotas, you may need to increase or decrease the quotas. This is possible. Simply click into the existing quota logic node by selecting the edit icon in the top right of the node (e.g., quick quota node), update the quota amounts where required, then click submit.

Good to know: Should you not need any completes for a certain answer, you can select 0 and all users that provide this answer will count as over quota. Alternatively, if you don’t want to limit the respondents for a certain answer you can add a number higher than the overall sample number, to ensure that it will not be achieved.

Important notes

  • Quotas do not control the final completes of the survey and only control the number of responses to the question that they are based upon. For example, if your quota is based upon your first question, users may drop out or be routed out further down the survey and as such your quota could be full without the required amount of completes. As such we would recommend increasing quotas slightly and then monitoring these closely to ensure that you can close off certain paths once you have the required number of completes.
  • Setting a quota of 0 will stop any respondents being able to continue if they have given this answer and they will be classed as over quota.

Over quota if any answer full

i.e., If a user selects 3 out of a possible 4 answers in a multiple-choice question, and any one of those 3 have the quota full, they are routed to ‘Over quota’

Over quota if all answers full

i.e., if a user selects 3 out of a possible 4 answers in a multiple-choice question, and only one of those 3 has the quota full, they are considered ‘Under quota’