Basic settings | Profiling | Advanced settings | Finalize
This article is for creating a new target group; see edit advanced settings to edit the advanced settings in an existing target group.
Advanced settings
In the advanced settings section, you can:
Watch the training video on how to configure the advanced settings section of a target group
Supply allocation
Supply groups let you organize your suppliers however you prefer. They work by adding suppliers to a specific ‘bucket’ or ‘group', then assigning the percentage of allocations that group will receive.
Click edit to open advanced settings. The supply allocation tab opens by default.
To add suppliers to a group:
To add suppliers to a group:
Click on the edit groups button and a new window will open.
Search the supplier you’d like to assign to a group or view suppliers already assigned to a group that you’d like to re-assign.
Select the supplier you’d like to assign to a group.
Click the add to group button and select the group you’d like to assign to your supplier.
If you are creating a new group, once you select + create group in the dropdown menu. A new group will automatically be created. From here, you can edit the name of the group or delete it in the edit groups window.
Click update to apply your supply group settings. Your feasibility estimate will update automatically.
To remove suppliers from their assigned group:
Simply assign suppliers to the default group.
See edit advanced settings for more information on managing your supply allocations.
Blocking suppliers
To block suppliers from sending respondents into your target group:
The list of global suppliers displays.
Search the supplier you would like to block or view suppliers already assigned to a supply group.
Choose the desired suppliers, click the block button.
IMPORTANT!If you block all suppliers, the target group will become infeasible.
Confirm your selection and click update.
The selected suppliers will now be in the ‘block’ supply group, and your feasibility estimate will update automatically.
Configuring supply allocation percentages
The number of suppliers in that group is displayed next to the group name, along with the minimum and maximum percentages of the supply pool they can provide for this target group.
If all supply groups are set as a minimum of 0% and a maximum of 100%, any one of the groups can provide all participants for this target group or none at all. By configuring the percentages, you can ‘reserve’ a certain volume of respondents for that supply group. This allows you to control the volume of respondents each supply group is permitted to provide.
To adjust the percentages, use the sliding scale to amend the default settings. If your change makes your target group unfeasible, an error message will be shown, suggesting how to amend your settings to make the group feasible.
The sum of the minimum percentages cannot exceed 100%.
See manage advanced settings for more information on managing your blocking suppliers.
Respondent exclusions
Respondent exclusions allow you to configure whether respondents can be included in the upcoming target group. You can exclude respondents using their Respondent ID (RSID) or by automatically excluding respondents who have already submitted a complete within your current project’s target groups.
Example: If you have two target groups in your project, A and B, and are creating a third target group C, you can ensure that any participant who submitted a complete within target groups A and B, will not be able to submit a complete in target group C.
Respondent exclusions put you in control of who can participate in your target groups and automatically prevent duplicate completes, increasing efficiency, enhancing targeting, improving respondent data accuracy, and improving the ROI of your project.
For more information on setting up exclusions, see target group respondent exclusions FAQ.
See target group finalize configuration for the next step.