Multiple Quotas and embedded data | XM Community
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Hi all,

Please help me with currently live survey. I have unintentional survey endings happening right now.


My survey have 20 quotas. 

When the quota is full, I need to end, redirect another link and also record embedded data.

In the quota setting, it only lets me end and redirect but do not record embedded data.

So I used branch in survey flow and I put all the quotas as conditions. and let it record embedded data.

The main problem is I used “OR” among quota conditions. I only realized today that when one of the quotas is full, the survey ends right there regardless of the response. It’s was my fault.

I called support. They told me to use “AND” among quotas conditions. But the survey will continue even for the the quota full category since other quotas are not full yet. 

How do I record embedded data with all the quotas.


Thank you for your time in advance.








 

Make each quota has its own logic and embedded data. 

Eg., 

IF Q1 has been met 

set the embedded data

redirect link

 

create new condition for the next quotas

 


Hi ​@jbk 

Thank you for your comment. I did try that as well for all quotas. Since one of quota is met already, that branch gets activated and ends the survey. 


Does all the quotas are interlinked. If yes, Use one condition logic and after adding each quota rule, move the next quota rule to the new logic using OR condition. 

 

From the screenshot you pasted above, I can see that all quotas has different age groups, gender, and geography. Its better if you have one quota in one logic.


Hi ​@Okkar ,

 

Perhaps when you check for condition, you may want to check for the current session’s related information as well.

If the current session doesn’t fulfil the conditions, it will not proceed within that branch and continue with the rest of the survey.

If the current session fulfils the condition, quota has been met before, so proceed to within that branch, save embedded data and redirects.

For example,

1st branch: (01) <35, Male, Major Cities has been met and age <35 and Gender = Male and city = Major Cities.

18th branch: (18) >55, Female, Remote has been met and age >55 and Gender= Female and city = Remote.

 

Create a branch condition for each quota that checks if quota has been met and current session’s related information.


Hi ​@Chee Heng_SZ 

Thank you for your comment. You are absolutely right. I missed it. I did like you said and it’s working as intended. It solves my problem. Thanks again.


 

 


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