quotabase tag

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 with type: 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 using quotabase.
• The quotabase tag can be added to an audience quota to override the default included statuses.

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