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Michael_Cooksey
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Quota not updating in real time - other solutions?

  • January 28, 2025
  • 6 replies
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L
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Hi community,

I’m wondering whether anyone might be able to help with something I’ve been trying to figure out in Qualtrics for a little while. 

I'm running a study where I need to direct participants based on their support or opposition to a policy. Basically, I want to recruit a larger number of participants (e.g., 100 at a time) and always send 2 people who support a policy and 2 people who oppose a policy to a specific page (where they enter an external chat). The next set of 2+2 people would then be sent to another page and so on.

I've tried setting quota but apparently responses aren't counted towards the quota until they are submitted. The only option I can see is having a shorter survey first that assesses whether participants support or oppose the policy, setting quota and then branching depending on the quota to a range of follow-up surveys (with the specific page). I'd rather avoid having to create about 25 surveys and having to merge the datasets etc. Just wondering if anyone might know another way of setting that up?

Best answer by TomG

lw2014 wrote:

Thanks Tom, good to hear there is another option! Could you explain how a webservice and external database table would work?

First, you need a web server (or web hosting) where the web script and database table will reside. You would use a web service call in the survey flow to run the web script with the respondent’s policy position as input. The web script would query the database to determine where to place the respondent (i.e., page) and update the database to reflect the assignment. It would then output the assigned page in a json string that the web service call would assign to an embedded data field in your survey. 

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6 replies

TomG
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  • TomG
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  • 5929 replies
  • January 28, 2025

Use a webservice and an external database table to track counts and assign respondents.

L
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  • lw2014
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  • 2 replies
  • January 28, 2025

Thanks Tom, good to hear there is another option! Could you explain how a webservice and external database table would work?

TomG
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  • TomG
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  • Answer
  • January 28, 2025
lw2014 wrote:

Thanks Tom, good to hear there is another option! Could you explain how a webservice and external database table would work?

First, you need a web server (or web hosting) where the web script and database table will reside. You would use a web service call in the survey flow to run the web script with the respondent’s policy position as input. The web script would query the database to determine where to place the respondent (i.e., page) and update the database to reflect the assignment. It would then output the assigned page in a json string that the web service call would assign to an embedded data field in your survey. 

L
1 person likes this
  • L
    lw2014
J
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  • jbk
  • Level 4 ●●●●
  • 209 replies
  • January 29, 2025
lw2014 wrote:

Hi community,

I’m wondering whether anyone might be able to help with something I’ve been trying to figure out in Qualtrics for a little while. 

I'm running a study where I need to direct participants based on their support or opposition to a policy. Basically, I want to recruit a larger number of participants (e.g., 100 at a time) and always send 2 people who support a policy and 2 people who oppose a policy to a specific page (where they enter an external chat). The next set of 2+2 people would then be sent to another page and so on.

I've tried setting quota but apparently responses aren't counted towards the quota until they are submitted. The only option I can see is having a shorter survey first that assesses whether participants support or oppose the policy, setting quota and then branching depending on the quota to a range of follow-up surveys (with the specific page). I'd rather avoid having to create about 25 surveys and having to merge the datasets etc. Just wondering if anyone might know another way of setting that up?

Respondents who support or oppose when being redirected to a specific page, will they be returning to the survey again. 

 

If they not, lets assume they will complete rest of the survey in a specific page. You can set embedded data before being redirected and use this to get the quota.

L
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  • lw2014
  • Author
  • 2 replies
  • January 30, 2025
TomG wrote:
lw2014 wrote:

Thanks Tom, good to hear there is another option! Could you explain how a webservice and external database table would work?

First, you need a web server (or web hosting) where the web script and database table will reside. You would use a web service call in the survey flow to run the web script with the respondent’s policy position as input. The web script would query the database to determine where to place the respondent (i.e., page) and update the database to reflect the assignment. It would then output the assigned page in a json string that the web service call would assign to an embedded data field in your survey. 

Thanks a lot for this Tom, that makes a lot of sense to me. Does this need to be a hosted website, or do you think this could be done in Google sheets or similar? And just on the off chance that you have an example web script at hand, could you share that?

TomG
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  • TomG
  • Level 8 ●●●●●●●●
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  • January 30, 2025
lw2014 wrote:

Thanks a lot for this Tom, that makes a lot of sense to me. Does this need to be a hosted website, or do you think this could be done in Google sheets or similar? And just on the off chance that you have an example web script at hand, could you share that?

It would be very difficult to do with a Google sheet. You really need a database table.

Here is a stackoverflow post with a basic web service skeleton.

L
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    lw2014

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