Help Center

Setting survey quotas

CheckMarket’s survey quotas allows you to keep track of how many respondents meet a condition in your survey and specify what will happen to them once a quota has been filled. This leads to reliable market research based on representative sample sizes.

For example, you could use a quota to keep track of how many males and females have taken your survey to make sure you have gathered a balanced sample of data. Once the cap is reached respondents are automatically screened out. Learn here how to set up your survey for quotas.

This article covers the following subjects:

 

Add new survey quotas

  1. Sign in to CheckMarket.
  2. Open the survey.
  3. Click on Settings and then on Quotas.

survey quota tracking

 

  1. Add the total number of respondents you want to collect (for all quotas combined).
  2. Select the desired screen-out option:
    • No: respondents that match the quotas are counted, but once a quota is reached new respondents can still complete the survey. This option is mostly used for tracking purposes.
    • Yes, to alternative thank-you page: all respondents that match a certain quota will be taken to the alternative thank-you page once that quota is full.
    • Yes, to an external webpage: fill out the URL respondents that match the quotas should be redirected to. This option comes in handy when you hire a panel.
  3. Select the question(s) that will make up the conditions of your quotas. (Note, you can only add quotas to single-select radio buttons and drop-downs)
  4. Add other questions if your survey quotas need to be based on multiple segmentation data.
  5. Click on Create quota.

set up survey quotas the first time

The tool automatically calculates the number of respondents required for each quota in order to reach the total you determined. The number of respondents is divided equally over all selected quota questions. You can edit these on the next page.

Edit survey quotas

Once you’ve set up your quotas you can still edit each individual quota and change the target number.

    1. Sign in to CheckMarket.
    2. Open the survey.
    3. Click on Settings and then on Quotas.
    4. Locate the quota you wish to change and click on Edit. You can change the name (1), the desired target (2) and the redirect option (3).

edit quota

edit quota

  1. By selecting ‘Visible in shareable quota report’ (4) this specific quota will be visible in the ‘Shareable quota report’.
  2. Make the necessary changes and click on Save (5)

You can also add additional quotas from this page by clicking on Add quota on top. Or click on Remove all to delete all quotas at once.

Open the ‘shareable quota report’

In order to let an external party follow up on your quotas, CheckMarket provides a ‘shareable quota report’.

    1. Sign in to CheckMarket.
    2. Open the survey.
    3. Click on Settings and then on Quotas.
    4. On top of the quotas page is a URL of a shareable quota report so others can easily follow the quotas without requiring access to your account.

url to shareable quota tracking report

  1. Click on Show in order to open the shareable quota report yourself.

 

Download the quota report

Once you’re on the ‘shareable quota report’ page you can download this report by clicking on download icon with transparent background in the upper right corner. You will be prompted to download the Excel file.

quota tracking report

Both you and everyone you share the URL with will be able to download the report.

 

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