Country Allocations Templates FAQ

Country Templates are a third template type, defined at the business unit and country level rather than at the account level. Unlike Global Templates and My Templates, which apply to Open Exchange supply only, Country Templates let you combine both Open Exchange and Private Exchange supply (including Own Supply) in a single reusable template. This makes them the right choice if your private supplier relationships differ by market.

My Templates (Account Templates) apply across every business unit and country on your account and support Open Exchange supply only. Country Templates apply to a specific business unit and country combination and support both Open Exchange and Private Exchange supply.

1. Navigate to Templates → Allocations in the left-hand menu.

2. Click the button to add a new template.

3. From the dropdown, select Country as the template type.

4. Select the applicable business unit and country. Any available Private Exchange suppliers for that selection will load automatically.

5. To apply the same template across multiple countries, select all applicable countries.

   Countries can only be combined in a single template if they share the exact same private suppliers.

If a business unit and country combination has no private suppliers, you may still select additional countries that also have none.

Yes. Enable the Default toggle when creating or editing a Country Template. This template will then load automatically whenever a target group is created in the UI for that business unit and country combination.

The platform resolves this in order:

1. If a valid Country Template exists for the target group's business unit and country, it is applied.

2. If none exists, your Account default template is applied.

3. If neither exists, the system default is applied.

Rather than manually blocking all Open Exchange suppliers, it is recommended that you keep them in the Default Group and set its maximum value to 0%. New suppliers added to the platform are placed into this group by default; if the group's maximum is not set to 0%, newly added suppliers could still gain access to your survey. Setting the maximum to 0% ensures your surveys remain accessible only to your intended Private Suppliers, including any suppliers added to the platform in the future.

1. Create a target group.

2. Complete the basic settings and add profiling information.

3. Open Advanced Setup. The supply allocation tab opens by default.

4. Click the templates button.

5. Select the Country Templates tab.

6. Click the template that you want to use for your target group.

7. Click Yes, apply.

If a default Country Template exists for the target group's business unit and country, it will be applied automatically; you do not need to apply it manually.

The platform resolves this in order:

• If a valid Country Template exists for the target group's business unit and country, it is applied.

• If none exists, your Account default template is applied.

• If neither exists, the system default is applied.

No. Country Templates are useful even for markets where you only use Open Exchange supply. You can keep your existing Account Template for the majority of your use cases, while still setting up default Country Templates for specific markets that need their own automated setup.

Rather than manually blocking all Open Exchange suppliers, it is recommended that you keep them in the Default Group and set its maximum value to 0%.

New suppliers added to the platform are placed into this group by default; if the group's maximum is not set to 0%, newly added suppliers could still gain access to your survey. Setting the maximum to 0% ensures your surveys remain accessible only to your intended Private Suppliers, including any suppliers added to the platform in the future.