Creating, saving, and managing profiling templates FAQ

Profiling templates enable you to save all profiling information and conditions that are not interlocked in a target group to be used on future projects. This decreases the time to insights by enabling you to launch a target group faster, and increase the efficiency and accuracy of your target groups.

You can create a profiling template from an existing or a new target group.

1. Configure your basic settings.

2. Navigate to the profiling section of your target group and add your profiling and conditions information.

3. Click on the three-dot menu next to the templates button and choose save as template.

   

4. Enter the following:

• Template name: The template name is visible in the UI of the Cint Exchange.

• Description: Description of the template.

• Label: The label is visible in the API.

The template name and label can be the same.

5. Click save template. Your template will be saved to your account and accessible to use in any target group.

To apply a profiling template to your target group:

1. Click templates in the profiling section of your target group settings. This display a list of all available templates.

   

   Your profiling templates will be listed under Account templates.

2. Choose the template you wish to use from the dropdown list or use the search function to find the relevant template.

3. Click the template name to apply the template to your target group.

You can rename and delete your profiling templates using the template management page.

1. Click templates in the navigation bar and select profiling.

2. Click the three-dot menu next to the desired template.

3. Select edit details or delete.