Populating Data Management - LTS Customers

Populating Data Management - LTS Customers

The   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.

To download all the locations in the system press 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.

You can delete any single location by clicking onto it and pressing delete - please be aware that these deletions are permanent.

Location Lists

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.

Focus Lists

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:

- Location 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.

Unit Type

To create a new unit type in Zaptic which could be a product, a brand or any other business asset the process is quick and simple.
Click on in the top right hand side of the Data Management Screen. In the text box, write the Name of the unit and add parents if necessary.
The units "product" and "brand" are a good example of units where the child/parent relationship can be used. Click on "Create Unit Type" and find the newly created tile on the main Data Management page.

To edit a unit type click on the unit and click on "Settings". This will allow you to edit the Name of the unit and the Parent.
You can also find the configuration for the app interface within this pop up. 

In the right-hand side tab called you can:

- Select which of the data items related to every unit within that category is displayed in the app by highlighting the icon. 
- Select the colour in which to display that data item. 
- Decide whether you'd like this item of data to be searchable using a barcode scanner, a code look up or neither. 
- Drag and drop the different data items to reorganise the order in which they should display. 


Each unit will have it's own individual unit type tile into which you should upload a CSV file. 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.

You can  or  individual units by clicking on them. 
In "Edit" you can change the name, the image any of the related data points. 

    • Related Articles

    • Create, Edit and Delete Unit Types

      Data Management is are a powerful feature in Zaptic.  It enables Zaptic Portal users to: - Setup standardized list (example: list if areas on a site, list of product etc.) - Establish hierarchies (example: connect the area to a list of sub-areas) - ...
    • Boards

      Boards Tab The Boards Tab is an optional feature and it is the analytics of the data generated in the flows converted into meaningful information. An example of a dashboard is available below: Note: data below is just representative of a real ...
    • Inspecting Campaign Data

      Now you have collected some data you can dig in a little deeper and find out exactly what each report displays... On entering an active campaign, you will be able to see the number of total visits along with your business specific KPI's. Diving in ...
    • Management of Triggers (2.0)

      Setting up email triggers Automated emails which send critical/high priority reports straight department managers/subject matter expects so that actions can be carried out quickly and effectively. ​ In your procedure click the three buttons next to ...
    • How to invite a new user?

      Note 1: You need to have USER management permission to do this operation. A quick way to verify if you have that permission is to quickly check if you can see the TEAMS tab (located at the top of your Zaptic page). If you don't see this, you should ...