See how it works: Set collection quotas

Quotas

Stop collecting when full.

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On this page

Limit the total and balance profile options.

Purpose

Control study slots according to the intended sample.

When to use it

When you have a target total or per-screening-option limits.

Before you start

  • A compatible single-choice question for per-option quotas
  • A sample plan

Example

Collect a defined total with separate slots by age group.

Step by step

  1. Prepare the question. In the builder, add a Screener or Multiple choice set to single answer. Enter Age group and non-overlapping options such as 18–29 and 30–44. Check the option names: you will select them when configuring quotas. Non-overlapping groups.
  1. Set total. Open Share, expand Quotas and fill in Total completed responses. For an example with 20 people per group, enter 40 total. This field controls the study; it does not buy credits or change the plan limit. Sample target.
  1. Allocate by option. Under Per-option quotas, choose Block, Option and Slots. Select Age group, 18–29 and 20; click Add. Repeat for the other group and click Save quotas. Check the saved confirmation before leaving. Question · Option · Limit.
  1. Check slots. After receiving real responses, open Results and find Quotas. Compare counters with saved limits and review outcomes in People. Starts and completions need not match; when no slot remains, the person sees quota full or returns to the panel. Reservations and completions are different counts.

How to read the result

  • Slot counters in Results
  • Quota-full outcome when no slot is available

Cautions and limitations

  • A study quota differs from the plan response limit and recruitment credits.
  • Per-option quotas are not crossed quotas across several questions.

Continue with the interactive guide

Set collection quotas

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