Automated fielding FAQ

Automated fielding is a Cint Exchange feature that is configured when finalizing your Target Group. It helps you field your Survey to increase Project efficiency.

This feature works by enabling machine learning and AI-powered settings within each target group to increase project efficiency and optimize the process of receiving completes to achieve the highest quality data.

You can choose from four different automated fielding settings based on your requirements:

1. Prevent overfilling

2. Balanced fill

3. Optimization of CPI

4. Pacing of completes

The prevent overfilling setting is enabled by default in every new target group and can be switched off by clicking on the toggle.

This setting ensures that your target group does not overfill due to reasons including high CPI or low LOI estimates, and works by running the survey on prescreen quotas.

The balanced fill setting ensures the survey is filled proportionately by pacing the survey at the same speed as the most difficult Quota to fill. This helps to ensure that the survey Feasibility is maintained with a balanced quota.

This option may make your survey slower and may be more expensive to fill.

This setting is only available to Dynamic Pricing customers.

This option prevents the target group from going over the budget or exceeding the maximum CPI. It also helps ensure that the CPI is optimized for the latest changes in the marketplace.

There are two options available when optimizing your CPI:

Set maximum budget

Setting the maximum budget and defining minimum CPI allows you to control the total spent on this target group. The timeframe to spend the set budget is set in the End date field in Basic settings.

See create a target group for more information on configuring basic settings.

This option relies on Cint's machine learning algorithms to optimize your budget to receive the maximum completes for this target group. Your currency is defined on account-level.

Set maximum CPI

By setting the maximum CPI, with the option of setting the minimum CPI, you can define your preference for maximum cost per complete without setting your maximum budget. This option can be used to increase the competitiveness of your survey, in particular when completes are required immediately.

Please note, this option can run the risk of not receiving completes fast enough when the CPI level is not sufficiently competitive for the marketplace.

This option provides consistent and balanced responses, achieves better fill rates, and reduces overquotas. You can choose from two methods of pacing your completes, linear or adaptive. Once selected, you will see a visual representation of how completes will be paced over time based on minutes, hours, or days intervals.

Linear

Choose the linear pacing option to ensure evenly incremented quotas in regular intervals between the start and end date selected for this target group.

Once you choose the release interval, a graph displays, showing how many completes are expected per interval.

This setting works best for target groups that do not expect to change the completes goal or if you wish to retroactively catch up to a linear fill curve mid-campaign, and evenly pace from there.

Adaptive

This option ensures that your quotas are adaptively incremented in regular intervals. Each increment is re-calculated at the beginning of each interval or after a change to the completes goal.

Once you choose the release interval, a graph displays, showing how many completes are expected per interval.

This setting works best when you expect to make changes to completes in-flight. This allows you to speed up or slow down the pacing of completes from the point of change or, if you are expecting insufficient supply at certain points, this option allows you to adapt pacing to slow-down mid-campaign.