Supply allocation FAQ

Supply allocation puts you in control of which suppliers are permitted to provide respondents for your target group. From here, you can manage your settings, save and edit allocations as templates, and access and edit default templates created by Cint

Supply groups let you organize your suppliers in a way that works best for you. They work by adding suppliers to a specific ‘bucket’ or ‘group’ to help you manage suppliers with ease.

See add suppliers section of the create a target group article.

Simply assign suppliers to the ‘Default’ group.

See block suppliers section of the create a target group article.

The number of suppliers belong to that group displays next to the group name, as well as the minimum and maximum percentage of the supply pool that they can provide for this target group.

If all supply groups are set as minimum 0% and maximum 100%, any one of the groups can provide all participants for this target group or none at all. By amending this setting 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.

More info: See the configuring supply allocation percentages section of the create a target group article.

Use the sliding scale to amend the default settings. If your change has made your target group unfeasible, an error message will be shown and suggest how to amend your settings to make the group feasible.

NOTE: The sum of the minimum percentages cannot exceed 100%.

Each project features its own management page where you can view and efficiently manage all the target groups for the project.

To manage your supply allocation from the project management page, navigate to your project.

1. Choose which target group you want to adjust.

2. Click the "advanced settings" tab.

3. Adjust the minimum and maximum permissions for each supply group by adjusting the sliding scale to the preferred settings.

See edit advanced settings for more information on the options available on this page.

The global supply allocation 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.

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.

To use global templates in your target group settings:

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.

The "allocation templates" page displays.

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

6. Click "yes, apply".

The selected template will be immediately applied to your target group.

Yes, you can edit the following with global template to suit your needs:

• Adjust the minimum and maximum percentages that each supply group is permitted to provide for the target group.

• Edit the groups within the applied supply template. You can add and remove groups to create your own template

Once you have applied a global template to your supply allocation setting, you can manage your suppliers.

1. Click the "edit groups" button

The "open exchange groups" window opens. From here you can search suppliers and view the current suppliers within your groups

2. Choose which suppliers you want to add to a group or block.

3. Click "update". Your template will be updated immediately

4. Adjust the minimum and maximum percentages each supply group is permitted to contribute to the overall supply group. Your changes will be reflected immediately

Yes. You can save your changes as a new template. It will then be available to use for future target groups in any project.

Once you have configured your template, click the three dots next to the "templates" button. Click "save as template".

Give your template a name and save it. Your template is now available to use for any future target groups.

"My templates" give you the option to 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, including launching new target groups faster, increasing accuracy of participant data by only working with the suppliers you selected, and reducing manual effort and errors by automatically applying your templates to target groups.

To create your own templates:

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 "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.

5. Make desired changes.

6. Click "update". Your settings will immediately be applied to your supply group settings.

7. Click the three dots next to the "templates" button.

8. Choose "save as template".

9. Name your template and select "save".

Your template is now ready to be used in any target group in your projects.

To use your new custom templates in your target group settings:

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.

 
The Allocation templates page displays.

​​5. Click the template that you want to use for your target group.6. Click "yes, apply".

The selected template will be immediately applied to your target group.

The project management page allows you to manage your allocation templates without having to navigate to each target group individually to increase efficiency.

To access the Allocation Templates Admin Page:

1. Navigate to your project and choose the target group to edit.

2. Click the "advanced settings" tab.

See edit advanced settings for more information.

If you previously have created a default template in one of our legacy products, your default template will be applied automatically to any new target group you create in the Cint Exchange.

If you are experiencing issues with your default template, please contact your CSM.

Yes. You can revert to the default allocations.1. Click the three dots next to the "templates" button .

2. Click "revert to default allocations".

3. Click "yes, revert to default" to continue with default allocation settings.