Complex quotas - terminate if the respondent doesn't fit | XM Community
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Hi there! I hoping someone might be able to help! We sent out a national survey and now we are looking to top up responses for some demographics where we are bit short.

For this, we have set up 107 quotas and each quota has 3 variables: gender, age, and location. We want to terminate responses for two reasons - 1. the quota we set up is full, or 2. we never needed any in the first place so didn't set up a quota. For example, we have quotas for:

  • Living in greater sydney, 18-24 years old, female (let’s say we want 70 more responses)
  • Living in greater sydney, 25-34 years old, female (let’s say we want 8 more responses)
  • Living in greater sydney, 65+ years old, female (let’s say we want 130 more responses)

But we don’t have a quota for:

  • Living in greater sydney, 45-54 years old, female because here we don’t want any responses because we have already got sufficient responses for this age group.

If I test the survey and fill in as if I live in greater sydney, 46, and female - it still lets me take the survey. 

Our current suggestions have been to either set up full quotas for all the responses that we don’t need or set up termination branches for each demographic that we don’t need. However, both of these are going to be lengthy… Is there a way that we can set logic to go "If variables do not match quotas outlined, terminate”

Thanks in advance!

Since you got enough responses on this  quota, add the conditions in the survey flow and terminate the respondents who are in this criteria.

Hi ​@Sara8J2 setting up exclusion logic manually for each unwanted combo is a nightmare.

There could be a clean workaround:

What you need: “Allowlist-style” logic using Embedded Data + Branch Logic

Instead of trying to write exclude logic for every group you don’t want, flip the logic:
    1.    Create an Embedded Data field early in the Survey Flow called something like ValidCombo.
    •    Default it to "No".
    2.    Then, create branch logic for each valid combo (i.e., each quota you do want):
    •    Inside each of those branches, set ValidCombo = "Yes".
Example:
If:
  Location = Greater Sydney AND
  Age = 18–24 AND
  Gender = Female
Then:
  Set Embedded Data: ValidCombo = "Yes"

  1. After that block, add a Branch: If ValidCombo ≠ “Yes” → End Survey (with a screenout message).

 

Let me know if it helps.

-- Rochak

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