You can find these questions in the Reference Survey Pak (Personal demographics) supplied with Snap XMP.

Step 1: Create a derived variable

To set up an interlocking quota, you first need to set up a derived variable in your survey.

1. Open the survey in Snap XMP Desktop.
2. Click Variables on the Snap XMP Desktop toolbar. This opens the Variables window.
3. Click New variable to create a new variable.
4. Name the variable AgeGenderGroup, and label it Age and gender groups.
5. Set the Type to Derived, the Response to Single.

6. In the code list add the code labels and values:

7. Click Save to save the variable.

Step 2: Set up the quota for the variable

1. Select View | Quotas and Screen Outs. This opens the Quota and Screen Outs window.
2. Click New Quota or Screen Out then select New Quota. This opens the Quota dialog.
3. In Name, enter AgeGenderQuota.
4. In Variable, select the variable AgeGenderGroup. When you select a variable, the Details table lists all the answer codes. The target for each category is available as a number or percentage. When you enter a target number, this automatically updates the percentage and overall target. Once interviewing has started Actual and % show the latest response counts.

5. When the quota is exceeded, the participant is directed to a web page or shown a custom message. In multilingual surveys, select the language then enter the message for the selected language. Further details are available at: Notifying the participant when a quota or screen out is exceeded
6. Click OK to save the quota. The Quota and Screen Outs window shows the new quota.

Step 3: Enable the quota

You can enable quotas individually or at the survey level, which is the default. You can change this in the Quota Control dialog.

In the Quota dialog, select Enabled to activate the selected quota. Clear Enabled to disable the selected quota.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

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• show a default page with a customised message
• send them to a page of your choice

These can be set for the

• overall target quota in the Quota Control dialog
• variable based quotas and screen outs in the Quota dialog and the Screen out dialog

Setting a message

1. Select View | Quotas and Screen Outs. This opens the Quota and Screen Outs window. (Prior to build 12.10 this was on the Tailor menu.)
2. Open the quota or screen out as follows:
   • If you wish to set the message of a variable based quota, double-click the quota in the list to open it in the Quota dialog.
   • If you wish to set the message of a screen out, double-click the screen out in the list to open it in the Screen Out dialog.
   • If you wish to set the message of the overall target, click Tailoring to open the Quota Control dialog.
3. Select Message.

4. If using a multi-lingual survey, select the language.
5. Enter the customised message. This message displays in the default Snap Online web page when the quota exceeds the target or the screen out triggers.

6. Click OK to save the changes.

Setting the web page URL

1. Select View | Quotas and Screen Outs. This opens the Quota and Screen Outs window. (Prior to build 12.10 this was on the Tailor menu.)
2. Open the quota or screen out as follows:
   • If you wish to set the message of a variable based quota, double-click the quota in the list to open it in the Quota dialog.
   • If you wish to set the message of a screen out, double-click the screen out in the list to open it in the Screen Out dialog.
   • If you wish to set the message of the overall target, click Tailoring to open the Quota Control dialog.
3. Select URL.
4. Enter the URL of the web page. This web page is displayed when the quota or screen out is exceeded.

7. Click OK to save the changes.

When there are multiple quotas and an overall target quota, the participant will be shown the message of the first quota that is exceeded.

The post Notifying the participant when a quota or screen out is exceeded appeared first on SnapSurveys.

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 variables by creating a Screen Out for each question or variable.

Creating a screen out based on a variable

There are three steps in the process of creating a screen out:

1. Identify or create the variable that is the basis for the screen out. This can be a question on the questionnaire or a derived variable if you need to set screen outs that are a combination of questions, e.g. Males under 25.
2. Create the screen out.
3. Enable the screen out.

Identify the screening variable

First, decide which question or combination of questions should be used as the basis of the screen out.

This can be:

• A single response question in the questionnaire; the screen out will be based directly on the question variable
• A derived single response variable for screen outs based on a number of questions. For example, one based on age and gender.

Place the screening question near the start of the questionnaire so the participant can be excluded as soon as possible. The participant will be notified early on and will not answer questions unnecessarily.

Create the screen out

1. Select View | Quotas and Screen Outs. This opens the Quota and Screen Outs window. (Prior to build 12.10 this was on the Tailor menu.)
2. Click New Quota or Screen Out then select New Screen Out. This opens the Screen Out dialog.
3. In Name, enter a name to identify the screen out.
4. In Variable, select the variable that is the basis of the screen out. When you select the variable, all the answer codes display in the Details table. By default, each category is included and shown as In.
5. Overall Target shows the overall target number of responses that are to be submitted for the survey. The quota control overall target is used as the read-only default. Selecting the Enforce target option, enables the Overall target and Required fields. Enabling the Enforce target option is only recommended when you are using screen outs only. When you have screen outs and quotas together they may interact. For example, if one of the quotas has codes that are over quota then the screen out can stop the survey on the overall target before the quotas are complete.
6. Required is a read-only field that shows the number of responses left to meet the overall quota target.
7. Select Out for the categories that screen out the participant. When the participant selects an answer in a category that is set to Out, they will be excluded from the survey. In the example shown, the survey excludes customers who are under 18. Customers who respond that they are under 18 will be excluded from the survey.

6. Once interviewing has started the Count and % show the latest counts of screened-out participants for each category.
7. When the screen out triggers, this directs the participant to a web page or shows a custom message. In multilingual surveys, select the language then enter the message for the selected language.

9. Click OK to save the screen out. The Quota and Screen Outs window lists the new screen out.

Enabling the screen out

You can enable Quotas and Screen Outs individually or at the survey level.

In the Quota Control dialog, select Enabled to allow all quotas and screen outs in the survey to run. Clear Enabled to disable all quotas and screen outs in the survey.

In the Screen Out dialog, select Enabled to activate the selected screen out. Clear Enabled to disable the selected screen out.

Screen outs vs routing

A screen out looks similar to routing a question to the end of the questionnaire when a specific answer is selected. However, a screen out differs from routing:

When the survey excludes a participant from the survey with a screening question, the participant exits the questionnaire without submitting their response. The response is not saved and does not count towards any quota target, including any overall target.

With routing the participant skips to the end of the questionnaire where they can submit the response. The saved response counts towards any quota target, including any overall target.

The post Setting up Screen Outs appeared first on SnapSurveys.

1. Identify or create the variable to be used as a basis for the quota. This can be a question on the questionnaire or a derived variable if you need to set quotas that are a combination of questions, e.g. “Males under 25”.
2. Decide the target quota for each possible variable answer. This can be set as a number or a percentage.
3. Create and enable the quota.

Identify the quota variable

First, decide which question or combination of questions should be used as the basis of the quota.

This can be:

• A single response question in the questionnaire; the quota will be based directly on the question variable
• A derived single response variable for quotas based on a number of questions. For example, one based on age and gender.

Place the quota question near the start of the questionnaire so the quota can be checked as soon as possible. The participant will be notified early on and will not answer questions unnecessarily.

Create the quota

1. Select View | Quotas and Screen Outs. This opens the Quota and Screen Outs window.
2. Click New Quota or Screen Out then select New Quota. This opens the Quota dialog.
3. In Name, enter a name to identify the quota.
4. In Variable, select the variable that is the basis of the quota.
5. When the variable is selected, all the answer codes are shown as categories in the Details table. The target for each category can be entered as a number or percentage. Leaving the target blanks allows unlimited responses (until any overall target is exceeded). When saved this is shown as na (not applicable).

6. The Overall field shows the overall target number of responses that are to be submitted for the survey. When you change the quota target for a category the overall target is also updated. This affects any other quotas and screen outs for this survey. The overall target can be updated by entering the target number, if required. Required is a read-only field that shows the number of responses left to meet the overall quota target.
7. Once interviewing has started the Actual and % show the latest response counts and percentages.
8. When the quota is exceeded you can set whether the participant is directed to a web page or shown a custom message. In multilingual surveys, select the language then enter the message for the selected language.

9. Click OK to save the quota. The new quota is shown in the Quota and Screen Outs window.

You can set up any number of independent quotas in this way. The first quota to be exceeded for any particular interview will stop the interview.

Enabling quotas

Quotas can be enabled individually or at the survey level.

In the Quota Control dialog, select Enabled to allow all quotas and screen outs in the survey to run. Clear Enabled to disable all quotas and screen outs in the survey.

In the Quota dialog, select Enabled to activate the selected quota. Clear Enabled to disable the selected quota.

The post Setting up Quotas appeared first on SnapSurveys.

This quota is not linked to any question or variable but can be combined with additional quotas and screen outs that set out further criteria for each response.

Quota controls

You can set the overall target quota in the Quota Control dialog.

1. Select View | Quotas and Screen Outs. This opens the Quota and Screen Outs window. (Prior to build 12.10 this was on the Tailor menu.)
2. Click Tailoring . This opens the Quota Control dialog.
3. In Target, enter the target number of responses required. When responses are received the Required number is updated to reflect the number of responses left to fill the quota.

4. Set the URL or message that is shown to the participant when the overall target number of responses is exceeded.

Changing the overall target

In a quota based on a variable, the targets counts and percentages must add up to the overall target and 100%. When the overall target is changed the target counts and percentages in the quotas are automatically updated to reflect the change.

An example of how the quota is changed is shown.

1. An existing quota has target allocations of 25 responses or 25% of responses for each category.
2. The overall target is changed in the Quota Controls from 100 to 302.
3. When the quota is opened again the Target and % have been automatically updated to the best fit for the new overall target.

The overall target can also be set when creating or editing a quota or screen out. Regardless of where the overall target is changed, the new target is used for all the quotas and screen outs in the survey.

Changing the quota targets

Usually when you create or edit a target, you know the targets for each category rather than the overall target. When each category target is changed in the Quota dialog the overall target is updated in line

1. Select Tailor | Quotas and Screen Outs. This opens the Quota and Screen Outs window.
2. Double-click a quota. This opens the Quota dialog.
3. Change the target for one of the categories and the overall target updates to the new target total.

4. Click OK to save the quota. A message is displayed warning that the change to the overall total affects all quotas and screen outs.

If you change the overall total, the field changes color as a warning that the category targets and % need recalculating. When the target totals match the overall target the color is cleared from the field.

The post Setting an overall target appeared first on SnapSurveys.

Quotas can be set up that:

• limit the total number of responses submitted
• allocate the total number or percentage of responses based on the answer to a question
• allocate the total number or percentage of responses based on a derived variable

A screen out allows you to select which participants can progress through the questionnaire based on their answers to the screen out questions. This does not limit the total responses submitted.

You can set up multiple quotas and screen outs for each survey. However, the overall target number of responses applies to all quotas and screen outs.

Survey design considerations

There are a number of design considerations to note when creating the questionnaire.

• The quota and screen outs are checked when the participant moves to the next page or submits the response. A page break should be set after each quota or screen out question.
• The quota and screen out questions are mandatory in order to calculate the number of responses.
• The quota and screen out variables must return a single response.
• Make sure you do not use routing that skips any quota or screen out questions.
• When a quota or screen out is based on a derived variable then all source questions are also mandatory and should not be skipped using routing.
• Place the quota or screen out questions near the start of the questionnaire so they can be checked as soon as possible.
• Mobile responses, collected using Interviewer, are not included in the screen outs or quota limits.

Quotas and Screen Outs window

The Quotas and Screen Outs window shows a list of all the quotas and screen outs that are based on a variable.

On the Snap XMP Desktop menu, select the Tailor menu then select Quotas and Screen Outs.

This opens the Quotas and Screen Outs window where you can:

• create quotas and screen outs
• clone quotas and screen outs
• delete quotas and screen outs
• open the Quota Control dialog to set the overall quota targets and settings
• view the quota or screen out properties
• view the sources and dependencies

Quota Control dialog

The Quota Control dialog contains the overall quota targets and settings.

In the Quotas and Screen Outs toolbar, click the Tailoring icon.

This opens the Quota Control dialog where you can:

• enable or disable all quotas and screen outs for the survey
• set overall target numbers of responses
• set the message or URL that is shown when the overall quota is exceeded

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