The Data Management section of the portal is where you can add locations as well as any other unit against which you wish to report.
Each section on the Data Management page will relate to a specific activity within the campaign. Depending on the varying KPI's, different units will be available on the Data Management page.
Below are some units which are used as an example.
A list of all the locations that you would like the representatives in the field to have access to. The Locations section on the Data Management page is where you will add a CSV (comma separated values) file of all the locations on which you would like to report. When saving the file in Excel, choose CSV from the drop down list of options.
This file must include the following pieces of information:
- Name of Store
- First Line of Address
- An Integration ID (Store ID)
- GPS coordinates (If you want location upload information)
Any other pieces of data can be added as you feel necessary such as postcode. The country can be chosen from a drop down menu if not specified in the CSV and if all locations are within one country.
It is important to remember that the information you include in the portal will be the information viewed by the users – the more information they have, the easier it is for them to find the store.
Once the CSV has uploaded, the first few rows of stores will appear.
- Click “Ignore First Row” if you have headings in your file as we don’t want these to be included.
- From the drop-down menus above each column, label your headings in the way which you would like it to appear in the portal.
- Click “Next” to continue and save your locations to the system.
You can download all the locations in the system by pressing the download button found in the top right-hand side.
You can add content to an individual location in the form of a PDF, an Image or Text. This content will be visible to the app user in the "Info" tab of this specific location. This content will remain visible throughout every visit until removed from the location in the portal.
In the portal, you can create Location Lists which you can then assign to different questions or activities. These lists are used where possible to ensure that each visit is customised. Creating Location Lists such as “All A Stores” and “All B Stores” would allow you to assign a specific question set to each list. Location Lists are created in the campaign section of the portal rather than in Data Management but can be consulted and edited in Data Management.
You can download specific location lists in the system by pressing the download button found in the top right-hand side.
Unlike Location Lists which are assigned to specific activities within the portal, this list of locations is assigned to entire campaigns. It is important to include all the locations which you would like to be visited throughout the campaign.
To create a Focus List either upload a CSV of the specific locations or search for the locations which already exist in your system by name and add them manually. If your focus lists are hundreds of stores long, it’s much quicker to upload a new CSV.
The file must include the following pieces of information:
- Integration ID (Identical to the one used in the initial locations upload so that it can be identified).
- Call Quantity (The default for this is 1 but if the location should be visited more than this during the length of the campaign you must specify this in the CSV).
This focus list can then be used when creating a campaign and can always be edited from the Data Management section to either add/remove stores or to increase/decrease call quantity. Once edited in Data Management this will carry through to the campaign. Note: You can assign multiple focus lists to a campaign.
Each unit type will have it's own individual category into which you should upload a CSV file of the relevant units. Once the file has uploaded, tick the box to ignore the first row if your file contains headings.
You must include the Name of the unit for each upload however, you can also add further information as you see fit like Foreign ID's and any other data which you can name appropriately. You can add multiple business specific Foreign ID's to each unit.