mirror of
https://github.com/formbricks/formbricks.git
synced 2026-01-06 05:40:02 -06:00
quota docs
This commit is contained in:
@@ -15,9 +15,10 @@ icon: "link"
|
||||
|
||||
- Description: 1 concise sentence to describe WHEN the feature is being used and FOR WHAT BENEFIT.
|
||||
- Make ample use of the Mintlify components you can find here https://mintlify.com/docs/llms.txt
|
||||
- In all Headlines, only capitalize the current feature and nothing else, to Camel Case
|
||||
- In all headlines, only capitalize the current feature and nothing else, NO Camel Case
|
||||
- Update the mint.json file and add the nav item at the correct position corresponding to where the MDX file is located
|
||||
- If a feature is part of the Enterprise Edition, use this note:
|
||||
|
||||
<Note>
|
||||
FEATURE NAME is part of the @Enterprise Edition.
|
||||
FEATURE NAME is part of the [Enterprise Edition](/self-hosting/advanced/license).
|
||||
</Note>
|
||||
@@ -64,6 +64,7 @@
|
||||
"pages": [
|
||||
"xm-and-surveys/surveys/link-surveys/data-prefilling",
|
||||
"xm-and-surveys/surveys/link-surveys/embed-surveys",
|
||||
"xm-and-surveys/surveys/link-surveys/quota-management",
|
||||
"xm-and-surveys/surveys/link-surveys/market-research-panel",
|
||||
"xm-and-surveys/surveys/link-surveys/pin-protected-surveys",
|
||||
"xm-and-surveys/surveys/link-surveys/single-use-links",
|
||||
|
||||
122
docs/xm-and-surveys/surveys/link-surveys/quota-management.mdx
Normal file
122
docs/xm-and-surveys/surveys/link-surveys/quota-management.mdx
Normal file
@@ -0,0 +1,122 @@
|
||||
---
|
||||
title: "Quota Management"
|
||||
description: "Control response collection by setting limits on specific segments to ensure balanced and representative survey datasets."
|
||||
icon: "chart-pie"
|
||||
---
|
||||
|
||||
## Overview
|
||||
|
||||
Quota Management allows you to set limits on the number of responses collected for specific segments or criteria in your survey. This feature helps ensure you collect a balanced and representative dataset while preventing oversaturation of certain response types.
|
||||
|
||||
<Note>
|
||||
Quota Management is part of the [Enterprise Edition](/self-hosting/advanced/license).
|
||||
</Note>
|
||||
|
||||
### Key benefits
|
||||
|
||||
- **Balanced Data Collection**: Ensure your survey responses are evenly distributed across different segments
|
||||
- **Cost Control**: Prevent collecting more responses than needed from specific groups
|
||||
- **Quality Assurance**: Maintain data quality by avoiding homogeneous response patterns
|
||||
- **Automated Management**: Automatically stop collecting responses when quotas are met
|
||||
|
||||
### How Quota Management works
|
||||
|
||||
When you set up quotas for your survey, Formbricks automatically tracks responses against your defined limits. Once a quota is reached, the system can:
|
||||
|
||||
- Prevent new responses from that segment
|
||||
- Skip respondents to the end of the survey
|
||||
- Redirect respondents to a custom end screen
|
||||
|
||||
## Setting up Quotas
|
||||
In the first step, you need to define the criteria for the quota:
|
||||
|
||||
<Steps>
|
||||
<Step title="Name the quota">
|
||||
Create a Quota and label it e.g. "Mobile Phone Users in Europe"
|
||||
</Step>
|
||||
<Step title="Define quota limits">
|
||||
Set numerical limits for each hidden field value combination e.g. 500
|
||||
</Step>
|
||||
<Step title="Configure actions">
|
||||
Choose what happens when this Quota is met (e.g. skip to specific end screen)
|
||||
</Step>
|
||||
</Steps>
|
||||
|
||||
### Quota actions
|
||||
Configure what happens when a quota reaches its limit:
|
||||
|
||||
<Tabs>
|
||||
<Tab title="Skip to End">
|
||||
Jump respondents directly to the survey completion page
|
||||
</Tab>
|
||||
<Tab title="Custom Redirect (soon)">
|
||||
Redirect respondents to a custom thank you page or alternative survey
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
|
||||
## Counting against Quotas
|
||||
|
||||
### 1. Count by Hidden Field value
|
||||
|
||||
Determine if a response falls in or out of a Quota based on hidden field values passed through URL parameters:
|
||||
|
||||
```
|
||||
https://your-survey-url.com/s/abc123?product=credit-card®ion=europe
|
||||
```
|
||||
|
||||
### 2. Quota by survey responses
|
||||
|
||||
Create quotas based on specific answers to survey questions:
|
||||
|
||||
<Tabs>
|
||||
<Tab title="Single Question Quota">
|
||||
Set quotas for individual answer options:
|
||||
- Question: "What is your gender?"
|
||||
- Quota: 500 responses for "Male", 500 responses for "Female"
|
||||
</Tab>
|
||||
<Tab title="Multi-Question Quota">
|
||||
Combine multiple question responses:
|
||||
- Criteria: Age group "25-34" AND Location "Urban"
|
||||
- Quota: 200 responses matching both criteria
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
### 3. Multi-criteria quotas
|
||||
|
||||
Create complex quotas using multiple conditions:
|
||||
|
||||
<CodeGroup>
|
||||
```example "Hidden Field + Response Combination"
|
||||
Hidden Field: product = "mobile"
|
||||
AND
|
||||
Question Response: satisfaction = "very satisfied"
|
||||
```
|
||||
|
||||
```example "Multiple Response Criteria"
|
||||
Question 1: age_group = "18-25"
|
||||
AND
|
||||
Question 2: location = "urban"
|
||||
AND
|
||||
Question 3: income = "high"
|
||||
Quota Limit: 50 responses
|
||||
```
|
||||
</CodeGroup>
|
||||
|
||||
### Partial vs. complete responses
|
||||
|
||||
<Info>
|
||||
By default, Quota Management includes partial responses in quota counts. You can change this behavior by configuring the quota to only count complete responses.
|
||||
</Info>
|
||||
|
||||
This means if a respondent starts but doesn't complete the survey, they may still count toward your quota if they've answered the qualifying questions.
|
||||
|
||||
## Quota monitoring
|
||||
|
||||
<Card title="Live Quota Status" icon="chart-line">
|
||||
Monitor your quotas in real-time through the dashboard:
|
||||
|
||||
- **Current Count**: See how many responses each quota has collected
|
||||
- **Progress Bars**: Visual representation of quota completion
|
||||
- **Status Indicators**: Active, completed, or paused quota status
|
||||
</Card>
|
||||
Reference in New Issue
Block a user