Location is a geographical positions, generally used to identify stakeholders or engagements, as well as any other type of record available in all modules.
1. Go to the "Main menu" and select the "Configuration" section and "Levels". Click on the Create button and fill the form according :
- By doing a Google search
- By manually entering all the information related to the location
2. GOOGLE : When using the first method, start by typing the name of the location you are looking for in the Search box. Multiple options may be available. After selecting a location found through the Google search, all the necessary details about it are already filled out:
3. MANUALLY : If you create a location using the manual entry option, you will need to fill in these details and specify a level for the location (e.g., country, state/province, city, neighborhood). If the level you choose already has a parent level defined, you will need to enter that information as well (unless the location level is a country). Don't forget to identify a zone for the location, if necessary :
It is possible to merge a location with another, but only if they both have the same location level. You can do this by using the Merge action.
If you created a new location manually, you can use the Find with Google action to fill out the missing details about it. The location name and coordinates will be replaced with the ones generated by the Google search, but the location level, parent level, and zone you entered manually will not change. Please verify the information after using this action to be sure the details about the location are accurate (e.g., that the location title is properly associated with the location levels and zones).
Here is what you can find out by viewing a location:
This is a list of all the locations associated with the current one as direct or indirect children. For instance, if we are looking to a city location that has no neighbourhoods associated with it, no sub-locations will be listed here. However, if we look at the country the city belongs to, we may see sublocations such as states, provinces or counties the city is linked to.
- Related engagements
- Related stakeholders
In these last two sections, you will find all the engagement and stakeholder records linked to the location, directly or indirectly. Example:
- The communication record # C-12345 is associated with the location North Beach, a neighbourhood in the city of San Francisco, the state of California, and the United States.
- When looking at the United States location, under the related engagement tab you will find the communication record # C-12345.
The same idea also applies to stakeholders.
These links for almost any type of record by location are very powerful when it comes to performing various searches or reporting in Analytics.