Tutorial Categories

Survey Quotas

Available to Professional, SurveyGizmo, Enterprise, and Dedicated Accounts.

Basic Information	How To's/Reference Information
What is it?	Setting Up an Overall Response Quota
When would you use it?	Setting Up a Segmented Quota
Quotas and Survey Status	Exclusive Parameters in Segmented Quotas
What do survey takers see?	Editing Segmented Quotas
	Setting Up a Link-based Quota
	Related Articles

What is it?

A quota is simply a survey response limit. For example, if you only want to collect 20 responses in your survey, your survey quota would be 20. There are three different types of quotas you can set up for your survey: Overall Response Quotas, a Segmented Quotas, and a Link-based Response Quotas.

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When would you use it?

Overall Response Quota

The Overall Response Quota is the total number of completed responses for the entire survey. If you want to limit the total responses for your survey you would use this type of quota. Once that quota is hit, your respondents will no longer be permitted to submit their response.

Segmented Quota

The Segmented Quota can also be referred to as the "question-based" Quota. This quota allows you to limit responses based upon a number of fields, including questions asked in the survey, email campaign fields, system data fields such as current date, etc. It is most commonly set up based on how a respondent answers one or a combination of questions in the survey. Once the segmented quota limit has been reached, respondents who meet the segment conditions will no longer be permitted to submit their response. Note - if respondents do not answer the questions used in your segment conditions, they will be allowed to complete the survey.

Link-based Quota

The Link-based Quota is, as the name suggests, a quota set for each individual link sent out. If, for example, you have multiple email campaigns set up you can set separate quotas for each email campaign link. Or, you might have shared your survey on Facebook or Twitter, as well as embedded it on your website; you can set separate quotas for these links as well. Once that quota is hit, your respondents will no longer be permitted to submit their response.

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Quotas and Survey Status

So that you can test your Survey and Link Quotas, as long as your survey is in either a Testing or Open Status, and response you receive will be counted towards your overall quota. This means that responses marked as *TEST* will also count towards your quota. If you do not wish to include test data, you can delete those responses from your survey and your quota will adjust accordingly.

For Example: If your Quota Limit is 10 and you have 5 test responses and 5 live responses, if you were to delete your 5 test responses, then the quota of 10 would no longer have been met and continue to allow respondents to submit their responses.

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What does it look like for survey takers?

There are two potential messages displayed to the respondent, the Disqualify Message and the Too Many In-Progress message.

The Disqualify Message is displayed once the response quota has been met. To customize the default Disqualify Message (below) go to Project > Settings > Quotas.

The Too Many In-Progress Message is displayed to potential respondents when the number of "completed" and "in-progress" responses is equal to the response quota. To customize the default Too Many In-Progress Message (below) go to Project > Settings > Quotas.

Note: These messages are specified in one place and, hence, shared across each of the three types of quotas (if you have multiple quotas set up).

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Setting Up an Overall Response Quota

Step 1: Click Settings on your Project tab

Step 2: Go to the Quotas tab on the left

Step 3: Customize the following Quota Settings

A) Overall Response Quota - this is the total response limit for your survey

B) Disqualify Action - action taken once the Overall Response Quota has been met

C) Disqualify Message - message displayed to the disqualified response

D) Too Many In-Progress Message - message displayed to potential respondents when the number of "completed" and "in-progress" responses is equal to the Overall Response Quota

Step 4: Click Save Settings

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Setting Up a Segmented Quota

Step 1: Click Settings on your Project tab
Step 2: Go to the Quotas tab on the left
Step 3: Customize the following Quota Settings A) Overall Response Quota - You can set up an Overall Response Quota in combination with your Segmented Quotas B) Disqualify Action - action taken for both the Overall Response and Segmented Quotas once the limits have been met C) Disqualify Message - message displayed to the disqualified response for both Overall Response and Segmented Quotas D) Too Many In-Progress Message - message displayed to potential respondents when the number of "completed" and "in-progress" responses is equal to either the Overall Response Quota or the Segemented Quota/s
Step 4: Click Add Quota under the Segmented Quota Settings to set up your "segment/s"
Step 5: Customize the following settings for your "segment" A) Name - this is the name of the segment B) Description - description of the segment C) Limit - the response limit for your segment D) Limit Rule - the rules or conditions by which you would like to limit responses. You can set conditions based on questions asked within the survey, email campaign fields, system fields, such as, current date, etc. This example limits the responses collected for those who answered they were between the ages of 18 and 24 to 100. Step 6: Click Submit
Step 7: Click Save Settings

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Exclusive or Negative Parameters in Segmented Quotas

When setting up segmented quotas you'll notice an "Important message regarding quota parameters."

If you click on this link you'll see the below message about exclusive or negative quota parameters. Please heed this warning!

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Editing Segmented Quotas

Segmented Quotas can only be edited when the survey is still "In Design." If you have the need to edit your segments once the survey "Launched" you can delete the original segment and add a new one with your new conditions and response limits. Overall Response Quotas and Link-based Quotas can be edited at any time.

It can take up to 3 minutes for the following quota related edits to take effect in your survey: Deleting or adding a quota, deleting or editing a response.

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