This guide will walk you through how to set up Complex Quota questions. 

This question type is an advanced feature that allows researchers to establish quotas for custom participant profiles.

This question type will never appear for any participants. But, based on how the question is set to be “shown”, any participants who “see” this question will be counted towards the quota.

To define the participant profile to be counted towards the quota, set custom logic criteria (“Only Shown IF…”) based on their previous responses. [1] 

For example, you might want to specifically count participants who are new users who also happen to shop online. 

• You would add this Complex Quota question after the Visit Frequency and Online Shopper questions. 
• Then, set the visibility logic for this question to only show if participants responded Visit Frequency = “Never” AND Online Shopper = “Yes”. 
• Now, all new online shopper users will be tallied for this question in the participant response grid and exports.

You can then set a screen out or quota limit on this custom participant profile. The study then limits any applicable participants from taking the study. [2] 

For example, you might want to limit the number of new online shopper users to n=50.

You can also use this quota count in visibility logic statements for any later follow-up questions.

For example, somewhere later in the study, you add another question that you only want to show to new online shopper users. Instead of re-specifying the entire logic from scratch, you can now determine whether they counted towards the complex quota as a "shortcut" for the same logic.

You can furthermore use this question to track participants based on their condition assignments by placing it in the Pre-Condition, Post-Task, or Post-Condition tabs. 

If you add this question type on its own page, the resulting blank page will not appear for participants, but will still count them towards the Complex Quota.

The raw data for the Complex Quota can be reviewed just like for any other question type in the study results and participant grid.