Setting quotas
Quotas are used to terminate the survey when a respondent’s answer is invalid. For example, you can use Quotas to limit the survey to respondents aged over 25, to balance the respondents (e.g. 50 male and 50 female), or to seek agreement to provided terms and conditions.
Create a Quota question
- Click the
Survey
button at the top of theSurvey explorer
to return to theSurvey Quick Actions
screen. - In the
Survey explorer panel
on the left-hand side of the screen, click on theAdd Group
button. - In the
Title:
text box, type Conesent. - In the
Description:
box, type (or copy andPaste as Plain Text
):
Please confirm that you consent to participating in this survey.
- Click the
Save and close
button.
- Click the Add new Question to Group button.
- In the
Code:
text box, type C1. - In the
Question:
text box, type or copy andPaste as Plain Text
:
I have read and agree to abide by the Code for the Responsible Conduct of Research
- Open the
Question type
selection list, scroll down toMask questions
, then choose Yes/No. - Click the
Save and close button
.
- Click the
Survey
button at the top of theSurvey explorer
to return to theSurvey Quick Actions
screen. - Click on the
Survey properties
button on the Survey toolbar. - Click on
Quotas
. - Under
Actions
, click theAdd new quota
button. - In the
Quota name:
text box, type:
Consent Exclusion
- The
Quota limit:
text box, type 0 (zero).
A zero limit for a specific answer means that the survey will immediately end.
- In the
Quota message:
box, type You have chosen not to continue. - Leave the
End URL:
andURL Description:
as they are. - Click the
Save
button.
- Click the
Add answer
button. - Click to choose the C1 question, then click
Next
. - Click to choose No question, then click
Next
. - Click the
Close
button.
Note: Quotas cannot be previewed – they are applied only when the survey is active.
Reordering Question Groups and Questions
- In the
Survey explorer
panel on the left-hand side of the screen, click on theQuestion Organizer
button. - Point the mouse to the top of the
Consent
question group to display a four-headed arrow mouse cursor. Click and drag the question group to the top of the Survey so that it will appear first. - Click the
Save and Close
button. - Preview the survey. Remember the
Quota
will not apply until the survey is upgraded to Production and activated.
Ready to move on? Head to the next page or ask a question.