Manage profiles
This guide explains how to manage profiles for a target group after it has been launched.
Once your target group has been launched, often you will need to make adjustments in field to achieve desired number and distribution of completes. Common scenarios include:
- Adding or removing profiles
- Adding or removing conditions from existing profiles
- Adjusting target complete goals for manual pacing (increasing) or to manually close out a quota (decreasing)
- Removing blended profiles, or creating new blended profiles
We have a single declarative endpoint to allow you to manage all changes to your profiles: manage profiles.
This endpoint is declarative: it replaces all existing profiles for the target group with the payload you provide. If you omit existing profiles from your request, they will be deleted. Always retrieve current profiles first to ensure you don't accidentally lose data.
- Retrieve the current profiles for your target group
Call the get profiles endpoint to retrieve the current profiles for your target group.
Example cURL request to retrieve the current profiles for your target group:
curl -X GET https://api.cint.com/v1/demand/accounts/{account_id}/projects/{project_id}/target-groups/{target_group_id}/profiles \
-H "Authorization: Bearer <YOUR_JWT_TOKEN>" \
-H "Content-Type: application/json"
- Make the desired changes to the profiles
Make any desired changes to the profiles locally, using the same approaches as you did when you first created the profiles.
- Leverage the list all available questions endpoint if you need to add new profiles.
- If desired, browse and apply a profile template from the profile templates endpoint.
- Update conditions and groups as desired.
- Create new blended profiles, or remove existing blended profiles.
Ensure that your final profiles represent the desired target group composition; all changes will be applied to the target group, and any profiles that are not included in the request will be removed.
- Validate the updated profiles
As mentioned in the previous guide, you can call the validate profiles endpoint to validate the updated profiles. This is optional, but recommended.
- If you get a 422 Unprocessable Entity response, examine the error messages and make the necessary adjustments to your profiles. Refer to the validate profiles endpoint for more information.
- If you get a 200 OK response, you can proceed to the next step and apply your profile changes.
The manage profiles endpoint will internally call validate and will fail if any issues are found. For this reason we recommend validating your profiles before calling manage profiles to ensure a successful and predictable update.
- Apply the updated profiles
Call the manage profiles endpoint with the updated profiles.
Example cURL request to apply the updated profiles:
curl -X POST https://api.cint.com/v1/demand/accounts/{account_id}/projects/{project_id}/target-groups/{target_group_id}/profiles/manage-profiles \
-H "Authorization: Bearer <YOUR_JWT_TOKEN>" \
-H "Content-Type: application/json" \
-d '{
"completes_goal": 1000,
"profiling": {
"profile_adjustment_type": "percentage",
"profiles": [
{
"object": "regular",
"name": "birth gender",
"quotas_enabled": true,
"targets": [
{
"conditions": [
{
"object": "selection",
"question_id": 43,
"option": "1"
}
],
"quota": {
"name": "SF-BirthGender-Quota-1",
"completes_goal_percentage": 49.21
}
},
{
"conditions": [
{
"object": "selection",
"question_id": 43,
"option": "2"
}
],
"quota": {
"name": "SF-BirthGender-Quota-2",
"completes_goal_percentage": 50.79
}
}
]
},
{
"object": "regular",
"quotas_enabled": true,
"targets": [
{
"conditions": [
{
"object": "range",
"question_id": 42,
"min": 15,
"max": 19
}
],
"quota": {
"completes_goal_percentage": 28.21
}
},
{
"conditions": [
{
"object": "range",
"question_id": 42,
"min": 20,
"max": 29
}
],
"quota": {
"completes_goal_percentage": 30.79
}
},
{
"conditions": [
{
"object": "range",
"question_id": 42,
"min": 30,
"max": 39
}
],
"quota": {
"completes_goal_percentage": 21.4
}
},
{
"conditions": [
{
"object": "range",
"question_id": 42,
"min": 40,
"max": 99
}
],
"quota": {
"completes_goal_percentage": 19.6
}
}
]
},
{
"object": "regular",
"quotas_enabled": true,
"targets": [
{
"conditions": [
{
"object": "open_ended",
"question_id": 45,
"allow_all_values": false,
"open_ended_values": [
"98001",
"98007",
"98125",
"98258"
]
}
],
"quota": {
"completes_goal_percentage": 50
}
},
{
"conditions": [
{
"object": "open_ended",
"question_id": 45,
"allow_all_values": false,
"open_ended_values": [
"78001",
"78007",
"78125",
"78258"
]
}
],
"quota": {
"completes_goal_percentage": 50
}
}
]
},
{
"object": "regular",
"quotas_enabled": true,
"targets": [
{
"conditions": [
{
"object": "selection",
"question_id": 47,
"option": "4"
},
{
"object": "selection",
"question_id": 47,
"option": "5"
},
{
"object": "selection",
"question_id": 47,
"option": "6"
},
{
"object": "selection",
"question_id": 47,
"option": "7"
}
],
"quota": {
"name": "Group-1",
"completes_goal_percentage": 49.21
}
},
{
"conditions": [
{
"object": "selection",
"question_id": 47,
"option": "8"
}
],
"quota": {
"completes_goal_percentage": 50.79
}
}
]
},
{
"object": "regular",
"quotas_enabled": false,
"targets": [
{
"conditions": [
{
"object": "selection",
"question_id": 113,
"option": "5"
}
]
},
{
"conditions": [
{
"object": "selection",
"question_id": 113,
"option": "8"
}
]
},
{
"conditions": [
{
"object": "selection",
"question_id": 113,
"option": "6"
}
]
},
{
"conditions": [
{
"object": "selection",
"question_id": 113,
"option": "4"
}
]
}
]
}
]
}
}
- If you get a 422 Unprocessable Entity response, examine the error messages and make the necessary adjustments to your profiles. Refer to the validate profiles endpoint for more information.
- If you get a 200 OK response, your profile changes have been applied.
All updates are immediately applied to the target group. Respondents that have already completed the pre-screener and are in your survey will not be impacted, but new respondents will be subject to the updated profiles.