Profiles help to define what type of shopper you want to assign to your shops.


Get started on the main Admin Page. 


Select a client and use the Scheduler button on the top right of your screen to reach the main Scheduler Page, or simply use the Quick Jump bar!


Once on the Scheduler page, there will be two profile-related buttons for you to use.




The View Profiles one will open a new page, listing all the previously made profiles. 


Here, you are able to create a session which will use the profile, or view/edit it.


On the other hand, using the Create Session button on the main Scheduling page will open a similar window, but with an additional button allowing you to create a new profile.




Creating a profile


The first step in creating a new profile is to select the Client and the Survey you want the profile to be related to. Once that is done, a new Profile page will open, allowing you to edit the details of wanted shoppers.



A part of the Profile Name will automatically be added for you, making it pretty easy to track the month and year the profile was created. In any case, we advise that the name is descriptive and distinctive!


The Lockout sections allows you to block the shopper from shopping on the same location and Survey, or Client, for a specified amount of days. Keep in mind this option is session-based!


Furthermore, you can decide if your shopper needs to have a certain rating, or certifications.


The bottom of the left side of the screen and the whole right part are taken over by the demographics settings, allowing you to tailor the shopper exactly to your needs. 


Additionally, using the checkbox on the right side of the option will create a Qualified Self Assign Session.

That means that shoppers who meet these preferred and standard requirements will be permitted to immediately self assign shops. On the other hand, shoppers who do not meet preferred requirements, but do meet standard requirements, will only be permitted to apply for shops and wait for the assignment.


Last but not least, the bottom of the Profile page allows you to set up the Qualifications that the shopper must have, to be able to be assigned shops for the session. After selecting the Qualification category and the qualification itself, the same will be added to the left side of the section.


You can read up on Qualifications and TestCaster if you require a refresher!


Once you are satisfied with your selection, use the Save Profile Changes button at the bottom of the screen!