Standard qualification terminations guide

Introduction

This guide helps our supply partners understand standard qualification terminations and how to minimize them.

What is a standard qualification termination?

A standard qualification termination is a type of termination that occurs when a respondent is disqualified from a survey after answering a survey pre-screener question from the standard questions library. This means the respondent answered a qualification question with an answer that does not match what the survey is targeting. There are a few scenarios that can lead to these types of terminations:

• Lack of respondent profiling information: If you do not know a respondent’s answer to a given qualification question, your system will not be able to properly assess if a respondent will qualify for any survey using that question. This will repeatedly result in respondents attempting surveys that they do not qualify for.

• Insufficient qualification data: Qualifications for surveys can change in-field and therefore it is possible for a respondent to enter a survey after a qualification has been changed, possibly resulting in a termination.

• Improper matching: It is possible that your matching algorithm is improperly qualifying respondents for a given survey.

Mapping/profiling

How to map and collect information

The success of any supply integration relies on our partners’ ability to properly collect respondent answers to standard qualification questions and use that information to match respondents to surveys as effectively as possible.

Initial qualification collection

Collecting profiling data from redirects

Collecting profiling information on redirects can be used as an alternative solution for profiling your respondents. Our primary recommended approach is to profile your respondents on your platform before sending them to Cint. This will ensure that your profiling data is up to date based on the answers your respondents have provided in your application and are not always reliant on what is returned from Cint.

If you do not have the ability to profile your respondents in your application prior to sending them into Cint, you can use redirects as a temporary, alternative solution to gather this information.

This article provides more details around how to capture this data along with some examples: Collecting data from redirects

Generating and appending profile data on entry links

Generating effective entry links plays a crucial role in improving the respondent experience. This process also eliminates human error by ensuring that the answer you collected from the respondent is the answer used to determine if the respondent matches the qualification on the survey. Feed (formerly known as API) and Match (formerly known as link) integrated partners need to fully utilize the information they can pass on entry links to reduce the number of pre-screener questions a respondent faces, which will lead to a better user experience. The following article will provide details about how to effectively generate API entry links and append profiling information to them: Generating API entry links. Match integrations should also be effectively generating entry URLs by appending the appropriate amount of information.

See the entry links section of Cint Exchange Match implementation guide for more information about generating link entry URLs.

Respondent matching

The primary objective of this section is to ensure that the processes in place allow for respondents to match to surveys they are likely qualified to. This section is only required for our Cint Exchange Feed integrations.

1. Qualifications check: The goal of this check is to determine whether the respondent’s “profile data” disqualifies them based on the qualifications used in the survey. Apply the decision tree below to each qualification question used on the survey. If any qualification question results in a “fail”, do not send the respondent to this survey.

   

2. Unmapped qualifications: If a qualification you are not currently mapped to is part of the survey qualification, you should still send the respondent into the survey. If the respondent fails this qualification, the information would be passed back on the redirects, which can be collected and be used to enhance the respondent profile.

Data synchronization

The fastest way to get qualification updates is by opting in to receive data via feed opportunities, where you'll receive changes to qualification information. For suppliers still using Show Qualification, to ensure that you have the most up-to-date qualifications stored, the Show Qualification endpoint should be called every 3 minutes for each survey.

Reporting

Standard term report

The standard term report in our supplier portal is designed to show suppliers where gaps exist in their respondent profiling. The report will list the standard qualifications for which respondents were terminated during pre-screeners. It will break down the qualification terminations by country and survey numbers. The report is available via the supplier portal.

Reach out to your account team for the portal logins.

Supplier breakdown report

The supplier breakdown report will provide session-level data to identify a respondent’s outcome for any given session. This report will be very useful for troubleshooting and identifying areas for improvement.

Terminations dashboard

This dashboard in our supplier portal provides valuable insights into how many of your users qualify for surveys and, for those who don’t, the reasons why. For the purposes of this area of focus, you will need to monitor the standard qualification graph to see how your standard qualification terminations are trending. This report is only applicable to feed-integrated partners.