Quotas are primarily managed in Quotas by entering a maximum number (also called a quota target or quota "cap") for each quota group.
Quotas can be found within the Field > Quotas group in the survey navigation menu.
Tip! You can also view and set quotas in the Quotas tile in Metrics.
Quotas vs. Audience Quotas
Quotas is intended for controlling quotas with a fixed target number, e.g., 100, for each quota group option. The software will only consider this number when deciding if a quota has been met. However, quotas in Audience Quotas are controlled by a calculated maximum quota. Here, the user inputs a total target number, and the software automatically assigns percentages to each quota group option, distributing the total target N accordingly across the quota groups. The software will consider both the quota's target and the permitted variance when determining if a quota has been met or not.
Overview
Each quota is represented by a table, and each row represents a different quota bucket (group). Individual quota buckets change colors depending on the progress being made against their targets. Cells that are editable are highlighted in light blue.
Tip! Quota history can be reviewed if needed. Only Survey Makers and Team Leaders+ can see which user made a specific quota change.
Search filters
Quotas includes filters for viewing and searching quotas. Users can search for specific quotas using the Quick search field or the Chapters dropdown menu.
The Quick search field allows users to search by quota names or descriptions; quota bucket text is not searchable.
The Chapters dropdown displays the survey chapters containing quotas. Users may select one or more options from this menu, and also combine these selections with the Quick search field if needed.
Bucket colors
All buckets start off without coloring. When certain percentage milestones are reached, they change colors. Percents are rounded to the nearest 0.01%. The colors and their corresponding percentage ranges are shown below
Setting quota caps
To set or alter a quota target, click into the cell corresponding to the quota group you wish to change. Then, enter your new maximum target. Click outside the cell, or press Tab or Enter, to save the new maximum. The quota bucket's row may change color to reflect its percent completion toward the cap.
Tip! You can use the Tab key to move down to the next editable cell and continue entering quota targets.
Uploading quotas
You can update multiple quota targets at once by using the upload tool. To upload new quota maximums, first download the quotas sheet to use as your template.
Adjust the totals in the Quota column of the sheet and save your file locally. Then, upload the file by going to the three-dot actions menu. Note, the file is protected to prevent edits outside the Quota column — changing other cells will cause the upload to fail.
Uploading quotas replaces all existing quota targets with those in the sheet. Review and verify the changes after uploading. Use the Refresh button in the toolbar if updates do not appear immediately.
Note: Quotas managed in Audience Quotas will not appear in the downloaded file.
Scheduling emails
Quota reports can be saved and scheduled for delivery from the three-dot actions menu. First, create the export file by giving it a name. Then, click Save & Schedule Export to continue. You'll be redirected to Deliverables to continue the scheduling process.
Tip! For additional information on creating quotas via source code, see Creating quotas, quotas tag, and Common quota tags.
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