This article is for editing advanced settings in a live target group. See create a target group to configure a new target group.
Watch the training video on how to manage the advanced settings
To manage your target group's advanced settings:
Locate the project containing the target group you want to edit and click to open it. The profiling page displays.
Click advanced settings tab.
The advanced settings page displays.
Supply allocation
Search bar
The search bar allows you to search for a supplier, using a portion or the complete supplier name.
Clicking the view button allows you to personalize how target group settings appear. Select from several data sources, including name, percentages, prescreens, completes, conversion rate, and average CPI.
The only show suppliers with respondents checkbox filters out suppliers without prescreens.
Adjust supplier allocation
Use the supply allocation section to move suppliers between groups, including blocking suppliers, in bulk or individually, or to adjust allocation percentages.
To move suppliers, check the box next to the relevant supply group, then choose the group to move it to from the move to dropdown box.
To block suppliers, check the box next to the relevant supply group and select the block button.
To adjust the minimum and maximum permissions for each supply group by moving the sliding scale to the preferred settings.
IMPORTANT! If you block all suppliers, the target group will become infeasible, and it will pause.
Unblock suppliers
Click the arrow next to default groups to expand the list of suppliers.
Select the suppliers you wish you unblock.
Click move to and select default group.
Confirm your selection and click update.
Using templates
Both global templates and custom templates can be used.
Global templates are created and managed by Cint’s specialists. They are examples of templates you can use to reduce the risk of bias by creating sample blends that may resemble population norms. See below for steps on using global templates.
Please reach out to your CSM if you have any questions about a globally available supply template or want to create your own supply template.
Custom templates, or my templates, let you create and customize your own supply allocation templates with ease.
By creating your own supply templates, you will have full control over the selected supplier composition, will be able to launch new target groups faster, increase the accuracy of participant data by only working with the suppliers you selected, and reduce manual effort and errors by automatically applying your templates to target groups. See below for the steps on creating your own templates.
Global templates
To use global templates in your target group settings:
Create a target group.
Complete the basic settings and add profiling information
Open advanced settings. The supply allocation tab opens by default.
Click the templates button.
The allocation templates page displays.
Click the template that you want to use for your target group.
Click yes, apply.
To apply the templates to your target groups:
Return to the supply allocation section in the advanced settings tab.
Click the templates button.
Choose the desired templates.
The selected template will be immediately applied to your target group.
My templates
To create your own templates:
Create a target group.
Complete the basic settings and add profiling information
Open advanced Setup. The supply allocation tab opens by default.
Click the edit groups button.
The open exchange groups page displays. From here, you can view the suppliers assigned to the default group, search for suppliers and add them to the default group, create a new supplier group, or block suppliers.
Make desired changes.
Click update. Your settings will immediately be applied to your supply group settings.
Click the three dots next to the templates button.
Choose save as template.
Name your template and select save.
To apply the templates to your target groups:
Return to the supply allocation section in the advanced settings tab.
Click the templates button.
Choose the desired templates.
The selected template will be immediately applied to your target group.
Revert to default allocations
To remove all edited or custom allocations from a project:
Click the three dots next to the templates button.
Click revert to default allocations.
Click yes, revert to default.