If you have a number of Locations or teams throughout your organization, but don't have all relevant information available in a way that you can bring it in as custom fields with your Contact data, the Location Management App allows you to auto-populate fixed data fields by building off of a particular field.
These new data fields can then be used across AskNicely from Surveys to Leaderboards and Reporting. They can also allow you enhance your Additional Reviews Workflow to tie in your Facebook, Google, or other unique Review Sites to get the word out even faster about your commitment to quality and service.
Locations can also be used to set locked visibility filters for specific User Roles
Configuring Location Management
1. Identify your "Location" field
The Location Management app can be found in App Store > Discover > Locations.
Once you have configured it, find it in your Installed Apps tab.
Select the "Location" field.
This should be a field that you are going to be bringing in consistently to AskNicely that is
- Unique to each Location/store/office
- Unlikely to change
If possible, we recommend using a Location ID, as location names may change. Consult your Operations team to determine what field will be best for you to use.
If you don't yet have contact data, you can manually create a new field by selecting 'create a new custom data field'. Please note that this should be spelled and formatted exactly as you expect it to appear in your contact data, otherwise we may not recognize the right field!
2. Select the user to be notified of new locations
Once you have selected your location field, identify the user who should receive notifications of new Locations. If AskNicely receives contact data with a Location that hasn't yet been set up, we'll shoot this person an email so they know to go and set it up! You may also set it to "None".
If the User you want to be notified doesn't appear in the drop down, you may first need to add them on the Users page.
3. Add Locations
This where you get to create additional fields to enrich your Contact data. Currently, you can add the following fields for each location:
- Location Name
- Brand Name
- Manager Name
- Manager Email
- Links to review sites - the defaults are Facebook, Google and Yelp, but you can link to any URL
If the fields you want to create are not listed above, you may want to consider using our Advanced Custom Groups feature.
Adding Locations Manually
In the drop down at the top, select the corresponding location identifier, then simply fill in the rest of the information corresponding to that location.
Hot Tip: Not all fields are required--but be consistent. Simply leave blank the ones that you don't have data for. However, it is Best Practice to include a value for fields already used in other Locations.
Once you're done, don't forget to Save!
Adding Locations in Bulk by CSV
This allows you add multiple locations at once. You will be able to download the CSV template and insert as many rows of data as you need. Do not modify the column headers in the template.
Use your new fields
Once Locations have been added and information entered into these new fields, you will see these fields appear in the Contact records on the Contacts Page. These can now be used and shown anywhere you can use other custom fields.
You can also use them as dynamic fields that can be used in workflows and surveys.
If you need to update one or more data fields, perhaps you have a new manager, or you have changed the name of one of your Locations, you can do so manually or by CSV.
Changes to any locations will apply only to new surveys sent after the change
and will not be retroactive to existing Responses.
To update manually, click on the 3 dots to the right of the location you want to edit, make the changes and click Save.
If you have a lot of Locations to update at the same time, you can upload a new CSV with the new information.
Hot Tip: If you select Add Location via CSV and select Download CSV Template, the CSV template will download with all the existing location data that is currently in there!