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Examples of Custom Quota Logic

Custom Quota logic allows course-certified users to apply quota logic to respondents outside of the Target Market page. Here are some examples of various custom quota logic scenarios.

 

Click on the headings below to jump to a section:

Minimum quotas

Maximum quotas

Reverse-Max quotas

Exact quotas

Term logic

Adding Minimum Quotas

Minimums require at least a certain number of respondents meeting a certain criteria.

Example: At least 100 respondents need to answer Q2 with A1.

  • Editor page: This quota would be entered into the Editor page as [Quota Q2A1 min 100]

How does this impact the study? If a respondent doesn’t answer Q2A1, the system will consider each response after Q2 to determine if there is a chance the survey can still collect 100 responses to satisfy the minimum quota. If the quota can be satisfied, the respondent can continue on in the survey.

Helpful Hint: When adding quotas in the editor page, quotas must be added to questions ALL respondents will see, otherwise the system will be unable to properly count and the quotas will not work.
Min Quota logic.png

 

 

Adding Maximum Quotas

Maximums require no more than a certain number of respondents meeting a certain criteria.

Example: No more than 50 respondents need to answer Q1 with A3.

  • Editor page: This quota would be entered into the Editor page as [Quota Q1A3 max 50]. 

How does this impact the study?  If a respondent answered Q1A3 after 50 respondents answered Q1A3, then the respondent would be terminated since the quota is full.

Helpful Hint: When adding quotas in the editor page, quotas must be added to questions ALL respondents will see, otherwise the system will be unable to properly count and the quotas will not work.
Max Quotas.png

 

 

Adding Reverse Max Quotas

Reverse Max logic is another way to create a minimum quota.

To write a reverse maximum: 

  1. Subtract the minimum from the total sample size. This will give the number needed for the syntax.
  2. Create the syntax. Replace N with the number from your simple math problem: [Quota Not Q#A# MAX N]

Example: In this case, the minimum number of responses needed on Q1A1 is 100. 

  • Subtract  N|100 from our total sample size N|400,  to get N|300:  N|400 - N|100 = N|300
  • We can now string this logic into a syntax: [Quota NOT Q1A1 MAX 300]

Editor page: This quota would be entered into the Editor page as [Quota NOT Q1A1 MAX 300]

Helpful Hint: When adding quotas in the editor page, quotas must be added to questions ALL respondents will see, otherwise the system will be unable to properly count and the quotas will not work.
Rev-Max .png

 

 

Adding Exact Quotas to a Radio Button

Exact quotas require a specific number of respondents that meet certain criteria. 

If all answer choices need an exact quota, maximum logic may be applied to each answer choice. It is important to ensure the total sum is equal to the total sample size. However, if only a subset of answer choices have an exact quota need, a combination of Max and Min (or Reverse Max) logic must be used. 

Example: In a study with a sample size of N400, Q1A1 must receive exactly 300 responses.

  1. The maximum amount of responses Q1A1 can have is 300. This max quota would be:  [Quota Q1A1 max 300].
  2. The minimum number of responses Q1A1 can have is 100. Using a Reverse Maximum quota would look like: [Quota not Q1A1 max 100]
  3. String these two quotas together to make:  [Quota Q1A1 max 300][Quota not Q1A1 max 100]
Editor page:  This quota would be entered into the Editor page as [Quota Q1A1 max 300][Quota not Q1A1 max 100]

Helpful Hint: When adding quotas in the editor page, quotas must be added to questions ALL respondents will see, otherwise the system will be unable to properly count and the quotas will not work.
2024-04-29_08-41-31.png

 

 

Adding Term Logic

Terminates call for excluding a respondent from proceeding in the survey due to lacking certain criteria.

Example: If a respondent answers Q2A5, they need to be excluded from the survey.

  • Editor page: This term point would be entered into the editor page as [Terminate if Q2A5]

What does this mean for my survey? Any respondents who select Q2A5 would be terminated from the survey after they answer Q2.

Helpful Hint: When adding quotas in the editor page, quotas must be added to questions ALL respondents will see, otherwise the system will be unable to properly count and the quotas will not work.
Term logic.png