The quotabase
tag allows you to modify the default criteria for counting respondents towards quotas, even if they do not complete the entire survey.
If you are creating click balancing quotas (CBQs) for your survey, please consider using the newer the click balance quota
tag instead.
1. What is your gender? type: radio quotas: y 1. Male 2. Female GEN. QUOTA | Gender (CBQ) type: quotas quotabase: anyChecked($QDEMO,1) and anyChecked($status,'C','Q','T','P') optsfrom: Q1
By default, only respondents with a status of Complete count towards quotas in the Quotas applet. With quotabase
, you can count respondents towards quotas based on specific conditions, including other statuses such as Terminated, Over Quota, etc., as shown above.
Details
- The
quotabase
tag only works withtype: quotas
. - The
quotabase
tag accepts a conditional statement as its input. - The
quotabase
tag accepts the input 'all,' which means all survey records meeting a quota option's criteria will be included in that quota bucket, regardless of status. - Use the
quota tracking variable
tag to specify the name of a variable for tracking the over quota punches for quotas usingquotabase
.
Caution! Quotas using the quotabase
tag will still send respondents to "over quota" once the quota is full, even if they do not meet the quotabase condition.
Full example
In this click-balancing scenario, the sampling goal is to align survey starts with Census data for the quotas QAGE, QGEN, and QAGEGEN. To qualify for these quotas and be considered a valid "click-in," respondents must complete the entire demographic section, triggering the QDEMO variable. The QDEMO variable uses cvalue
, which processes when its page is submitted, indicating the demographic section is complete.
Each of the three quotas includes the quotabase
tag, specifying that QDEMO must be punched '1'. This ensures all respondents who complete the full demographic section are counted towards these CBQs. Additionally, we specify that the respondent can have any of the following statuses, 'C','Q','T','P', making it representative of all valid click-ins.
1. What is your gender? type: radio quotas: y 1. Male 2. Female GEN. QUOTA | Gender (CBQ) type: quotas quotabase: anyChecked($QDEMO,1) and anyChecked($status,'C','Q','T','P') optsfrom: Q1 2. What is your age? type: pulldown prompt: >> series: 18..74 75. 75 or older AGEC. QUOTA | Age (completes) type: quotas 18. 18 - 24 {if ($Q2>=18 and $Q2<=24)} 25. 25 - 34 {if ($Q2>=25 and $Q2<=34)} 35. 35 - 44 {if ($Q2>=35 and $Q2<=44)} 45. 45 - 54 {if ($Q2>=45 and $Q2<=54)} 55. 55 - 64 {if ($Q2>=55 and $Q2<=64)} 65. 65 and above {if $Q2>=65} AGE. QUOTA | Age (CBQ) quotabase: anyChecked($QDEMO,1) and anyChecked($status,'C','Q','T','P') type: quotas 18. 18 - 24 {if ($Q2>=18 and $Q2<=24)} 25. 25 - 34 {if ($Q2>=25 and $Q2<=34)} 35. 35 - 44 {if ($Q2>=35 and $Q2<=44)} 45. 45 - 54 {if ($Q2>=45 and $Q2<=54)} 55. 55 - 64 {if ($Q2>=55 and $Q2<=64)} 65. 65 and above {if $Q2>=65} setlist: AGEGENLIST crosslists: QAGE,Q1 AGEGENC. QUOTA | Age-Gender (completes) type: quotas optsfrom: AGEGENLIST AGEGEN. QUOTA | Age-Gender (CBQ) quotabase: anyChecked($QDEMO,1) and anyChecked($status,'C','Q','T','P') type: quotas optsfrom: AGEGENLIST
newpage
DEMO. Respondent Finished Demographic screening type: radio invisible: y cvalue: 1 1. True newpage Survey Continues Here
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