Manage quotas

Quotas cap completes for specific groups. They help you balance your sample and avoid overrepresentation.

How to build a quota

  1. Open Quotas in the left menu and click New quota
  2. Name your quota
  3. Set a limit e.g., 500
  4. Select question or variable and set your conditions
  5. Select an outcome for Once quota limit is reached:
    • No action — Track only. The session continues.

    • Prevent new entries — Block any new starts after the cap.

    • Mark as over quota — End the session and show a closed message. 

    • Mark as over quota and delete — Same outcome, but auto-deletes the response. 
    • Disqualify — End the session and show a you're not a fit message.

    • Disqualify and delete — Same outcome, but auto-deletes the response.
    • End survey (mark as complete) — Ends the survey and counts the response as a full complete.
    • Redirect to a custom URL — Send the respondent to your link and select your outcome (complete, partial, disqualified, over quota).
  6. Click Save
  7. Duplicate your quota from the side panel as needed to quickly create a similar quota.
  8. Publish to make your quotas take effect.

Key information

  • Quotas are based on completed responses.
  • Quota counting is retroactive. If you add a quota mid-collection, it will still fully populate.
  • Quota progress is also reported on the Analyze page.
  • Use the outcome Mark as over quota for all Audience Panel quotas.

Example: balance 1,000 completes by gender

Set Total completes to 1,000 and choose Mark as over quota. Create two new quotas based on a gender question: one for male and one for female. Set each quota to 500 with an out come of Mark as over quota. Publish to enforce.

Overcollection best practice

Over-allocate by about 3 percent. This gives room to remove low-quality responses without missing targets. For 1,000 completes, set Total completes to 1,030 and each gender quota to 515.