Removing a quota or screen out
In the Collect section of the survey, select the Quotas and screen outs menu. This shows the quota overview with a list of all quotas and screen outs. Click on the Remove button for the quota or screen out that you want to remove. Click OK to confirm that you want to delete the quota […]
View and edit the quota and screen out details
In the Collect section of the survey, select the Quotas and screen outs menu. This shows the quota overview with a list of all quotas and screen outs. To return to the list of quotas and screen outs, click the Back to quotas overview button.
Quota settings
The overall target is a quota that sets a limit on the total number of responses submitted for a survey. This stops responses submitting on reaching the target number. An example of setting an overall target is when offering an incentive for each response making sure you keep costs within budget. Update the quota settings […]
Creating screen outs
Screening questions are designed to either include or exclude participants from taking the survey. A common screening question excludes participants who work in the marketing industry. First, assess the characteristics that are required to give the desired sample for the survey. Then create a series of questions that select these participants. Define these as screening […]
Creating quotas
There are three steps in the process of creating a quota based on a variable: Identify the quota variable First, decide which question or combination of questions you want to use as the basis of the quota. This can be: Place the quota question near the start of the questionnaire so you ask the quota […]
Using quotas and screen outs
Quotas and screen outs help you to limit the number of surveys responses submitted. A quotas can limit the total number of responses submitted, as well as allocating the total responses based on the answer to a question or a derived variable. A screen out allows you to select which participants can progress through […]
Keeping headers or footers in position
Sticky headers and footers let you keep the headers at the top of the questionnaire page and, or the footers at the bottom of the questionnaire page. Sticky headers are particularly useful for keeping tab headers at the top of the page. As the respondent scrolls down the questions, they can always see which tab […]
Jump to the top of the page
The Jump to Top feature gives the respondent a way to quickly move to the top of the questionnaire. This is useful for questionnaires with a large number of questions on a page, especially when using tabbed questionnaires to jump back to the tabs at the top of the page. Please watch our video to […]
Admin functionality
Migrate an existing ‘master account’ to become an organization account You can edit an existing user account to become an Organization account. Using the Check option makes sure there are no other accounts already flagged as Organization accounts with the same customer reference number. The account will need to have an organization permit allocated to […]
Transfer a permit to another member
The Organization account is able to remove permits, or re-assign them as they need to. This also applies to anyone within the Organization who has an organization permit. Select a permit Unassign a permit To unassign a permit, click Unassign. Assign a permit To assign a new permit, click Assign on the row with the […]