Use the Location Management app to enrich Contact data and streamline reporting across multiple offices, stores, or teams. By anchoring new custom data fields to a single “Location” identifier, you can create dynamic fields for filtering dashboards, surveys, and workflows—even if the raw contact data doesn’t include everything upfront.
💡 Introduction
If your contact data doesn’t include all the relevant location details, AskNicely’s Location Management app lets you define extra fields (like region, brand, manager, or logo) using a unique location identifier. These fields then populate dynamically throughout your account—enabling visibility control, workflow personalization, and even location-specific review links.
🎥 Video Tutorial
🛠️ Step-by-Step Instructions
Identify Your Location Field
Go to App Store > Discover > Locations
Click Configure and select the field that uniquely identifies your Location (e.g. Location ID, store code)
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This field should:
Be unique for each location
Be stable (avoid fields likely to change, like location names)
💡 If you don’t have existing contact data yet, you can create a new field manually—but be sure to spell and format it exactly as it will appear in your CSV or integration!
Set Notification Preferences
Choose a user to be notified when a new location is detected
If AskNicely receives contact data with a new Location ID, this user will get an email prompt to configure it
Don’t see the right user? Add them first via Settings > Users
Add Location Details
Add new fields for each location (either manually or in bulk):
Available fields include:
Location name
Region
Address: used for geocoding and displaying the location on the Home screen map.
Brand name
Sender address (only when multiple domains are used)
Logo image
Manager name & email
Select a Google Location: if Review Manager or Reputation Manager are available and your account is connected to Google, you can link your location to the correct Google Listing from the dropdown to import Google Reviews.
Review links (Google, Facebook, Yelp, or any custom URL): These are used to route respondents to leave a review.
⚠️ Use consistent formatting across locations. If a field is filled out for some, it should ideally be filled out for all.
Dynamic Sender Address - How It Works
If you have different domains across locations, follow these steps:
Update the email domain and prefix against each location.
Set up and are using a dynamic sender address on your Survey Start Page, your Template will check if the Contact is associated with a Location.
If they are, the Template will pull the prefix and domain set in the corresponding sections of the Location details.
Manually Adding Locations
Use the dropdown to select a Location
Fill out the corresponding fields
Click Save
Adding Locations by CSV
Click Add via CSV > Download CSV Template
Fill in data for each Location (don’t edit headers)
Upload the completed file
📝 The template will include all existing location data so you can update and overwrite as needed.
Use Your New Fields
Your dynamic location fields will now be visible on the Contacts Page
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Use them in:
Surveys (as dynamic content)
Leaderboards
Filters
Workflows
Example: If you’ve added “Sender Email” to each location, enable “Use dynamic sending address” in your Survey Template to automatically adjust the From address.
Updating Location Data
To manually edit: click the three dots (•••) next to the Location, make your changes, and click Save
To bulk edit: download the CSV template, update your data, and re-upload
⚠️ Changes will not affect surveys already sent—they’ll apply only to new surveys moving forward.
🎥 Video Tutorial
❓ FAQs & Common Issues
Q: What happens if I don’t fill in all the fields for every location?
A: That’s fine only fill in what you need. Just try to be consistent across locations to avoid blank or mismatched entries in reports.
Q: Can I use location-based filters for visibility control?
A: Yes! Combine Location Management with User Roles & Locked Filters to restrict users to only the data relevant to their locations.
Q: Can I include multiple domains or brands?
A: Absolutely, add domain-specific sender addresses and brand names per location to personalize outbound survey emails.
Q: What if a location’s manager or name changes?
A: Update the location manually or via CSV. The new info will apply to future surveys, not existing ones.
Q: What if my CSV fails to upload?
A: Make sure the column headers haven’t been modified, and that your values exactly match your Location identifier field.
Q: What if I want to bulk remove the values for a field?
A: Download the CSV template, delete the data in the column that corresponds to that field and then re-upload.
🔗 Next Steps & Related Articles