Using a Quota rule

Quota rules are associated with a Sampler and that Sampler must be associated with an Auto Importer. Follow these steps to use a Quota rule:

1. If a default Sampler does not exist or work for this quota, create a sampler. For example, name = "my_sampler". Note that the sampler does not need Episode conditions.
2. Create a quota rule and associate that rule to the sampler. For example, Survey Sampling Setting = "my_sampler".
3. Create an Auto Importer and tell it to use the sampler:

<survey-processor-options samplingSettings="my_sampler" />

<output-column>
<target-field fieldId="sampling_settings" fieldName="Sampling Settings" requiredness="OPTIONAL" type="ENUMERATED">
    <enumerated-field-parse-options mappingKey="NAME" />
    <javascript-transform><![CDATA[
        var settingsFlag = record.survey_type;
        if (settingsFlag != 'null')
            {return "Sampler 1"; }
            { return "Sampler 2"; }
     ]]></javascript-transform>
</target-field>
</output-column>

Quota properties

Randomizing Invitation emails

The importer processes records and passes them to Sampling in the order they arrive or appear in the imported file. As such, records are the beginning of the file are more likely to receive invitations than ones later when using quotas. If this is problematic, randomize the records before they arrive to the Quota stage, by adding randomizeSamplingRecordsOrderForQuota to the importer specification as follows:

<survey-processor-options randomizeSamplingRecordsOrderForQuota="true" 
       samplingOperation="SEND_INVITES" primaryUnitFieldID="e_company_unit"/>

Tips and best practices

• Run Sampling daily to give Experience Cloud many opportunities to adapt.
• Import just one batch of invitation emails per day to achieve consistent results.

• Imported survey results do not affect response rate used for quota management.

• Any record whose Survey source value is 0 (INVITED) is included in the Response rate. This applies to responses from survey emails sent from Experience Cloud and to imported survey results. To exclude a record from the calculation, set the field value to 2 (EXTERNAL) before or during import.
• When the Survey sampling setting field has a value, the record only affects the response rate for those quota rules identified by the sampling setting. Otherwise, when the field is empty — and which can only happen for an imported survey result — the response applies toall quota rules for the Unit.
• Changes to a Quota settings take effect immediately and apply to all future invitations.
• Quotas are for responses from Invitation emails sent during the period, not responses received in the period. Responses arriving after the time period are included in the results as long as the Invitation email was sent during the time period.
• Quotas define targets, but there is no guarantee actual counts and quota targets matches.
• Setting the default response rate a little low is better than setting it a little high.
• The response rate statistics are company-wide. They are not calculated for individual Units.
• Quotas are for individual Units, even when defined at Unit groups.
• There's no preference given to Units falling behind (randomized).
• Samplers can have one or more Quotas rules, each used to achieve different rates for distinct Units or Unit groups.

• Check Use per-unit response rate box on the Samplers screen for Quota to dynamically calculate the Response rate, which is key to correctly send the right number of Invitation emails.

• When using quota as a target of the number of responses to receive, set the quota target at 10-20% higher than the value of your target. In general, quota can come in 10-20% below the target number due to fluctuations in day-to-day response rates.