Advanced quotas based on sum of embedded data | XM Community
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I’m not sure if I’ve explained this as well as I could with the title …

 

First we have our simple quota based on the country embedded data field, e.g. 50 respondents from UK (straightforward)

 

But then in the survey we ask them about interactions with different groups: so 1 respondent might interact with X number of people from Y groups. So after completing the survey we might have:

 

1 UK response

that covered

3 people in Group A

10 people in Group B

2 people in Group C

 

In addition to restricting UK responses to 50, can we also restrict UK-Group A to 80 people, UK-Group B to 150 people, etc (values are just for example)?

 

So when a new survey session commences, I want to be able to check the complete dataset and see the current sum for the Group A embedded data field and check it is less than 80, and once it reaches 80 close the quota?

 

And for extra complexity, can this work as a “least fill” ?

 

Thanks!

Yes, it will.

Store the “X number of people from Y groups” in embedded data. and use math operator to add this in a new field.

 

Then, you can use this new field in the quota to restrict when UK group a reaches 50.

​@jbk Thanks for this. And say respondent #50 starts a new survey session, I can access the sum from the previous 49 completed sessions to see which quotas have been met?

Yes, you can do that.

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