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
1. 🔍 Identify Your Location Field
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Go to App Store > Discover > Locations
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Click Configure and select the field that uniquely identifies your Location (e.g. Location ID, store code)
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This field should:
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Be unique for each location
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Be stable (avoid fields likely to change, like location names)
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💡 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!
2. 📧 Set Notification Preferences
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Choose a user to be notified when a new location is detected
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If AskNicely receives contact data with a new Location ID, this user will get an email prompt to configure it
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Don’t see the right user? Add them first via Settings > Users
3. 🏢 Add Location Details
Add new fields for each location (either manually or in bulk):
Available fields include:
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Location name
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Region
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Brand name
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Sender address (only when multiple domains are used)
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Logo image
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Manager name & email
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Review links (Google, Facebook, Yelp—or any custom URL)
⚠️ Use consistent formatting across locations. If a field is filled out for some, it should ideally be filled out for all.
Manually Adding Locations
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Use the dropdown to select a Location
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Fill out the corresponding fields
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Click Save
Adding Locations by CSV
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Click Add via CSV > Download CSV Template
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Fill in data for each Location (don’t edit headers)
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Upload the completed file
📝 The template will include all existing location data so you can update and overwrite as needed.
4. 💬 Use Your New Fields
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Your dynamic location fields will now be visible on the Contacts Page
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Use them in:
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Surveys (as dynamic content)
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Leaderboards
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Filters
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Workflows
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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.
5. ✏️ Updating Location Data
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To manually edit: click the three dots (•••) next to the Location, make your changes, and click Save
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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.
🔗 Next Steps & Related Articles