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Enabling the Geolocation Feature

The geolocation feature lets you target your contacts based on their location.

This feature is available to all users, but first needs to be enabled and configured to be used to create groups of contacts, using either the simple or advanced creation mode. However, it first needs to be enabled and configured to be used to create groups, either using the simple or complex mode.

Various types of geolocation are offered; you therefore need to choose the ones you wish to use. If needed, you can enable them all. In such a situation, the application uses the most accurate one for each contact, based on the following order: first by longitude and latitude, then by postal code and lastly, by IP address.

Once you have selected the desired geolocation modes, you can create groups of contacts based on their location.

PrerequisiteThe feature must be enabled and configured to be used to create groups.
Access Path > Configuration > Contacts > Geolocation

 How To

  1. In the Geolocationpage, choose the mode(s) you wish to use to determine the location of your contacts. If you decide to use multiple modes, the application will simply use the most accurate one for each contact, based on the following order:
    1. Location by geographical coordinates
    2. Location set by postal code
    3. Location set by IP address
Geolocation MethodDescription
Location set by postal codeThis option lets you position your contacts based on the postal or ZIP code registered in their profile, in the corresponding field. This is only valid for countries that offer such a code.
 How To
  1. Check the country or countries where your contacts are located.
  2. Depending on the country, proceed as according:
    • If you have selected only one country:
      1. Select in the list of project fields the one that contains the postal or ZIP code.
      2. Click Save.
    • If you have selected more than one country:
      1. Select in the list of project fields the field used to identify your contact's country.
      2. For each selected country, indicate the country code used to identify this country in your project.
      3. Then, in the list of project fields, select the field used to indicate the postal or ZIP code, for each selected country.
      4. Click Save.
Location set by IP addressThis option lets you position your contacts based on the last IP address used to open a message or a click in a message. When this option is enabled, an IP address field is automatically created and added in your project.
 How To
  1. To enable this option, simply click Enable location by IP address.
Location by geographical coordinatesThis option lets you determine the exact position of your contacts based using geographical coordinates for both longitude and latitude of the location. This is the most accurate of all 3 methods and is used first when enabled.
Once enabled, both Longitude and Latitude fields are automatically added to the project, is not already existent with Longitude and Latitude field codes. When added, these 2 fields are placed in the last section of the project fields. If needed, you can move them to another section, as you can move any other fields in the project.
 How To
  1. To enable this option, simply click Create longitude and latitude fields.

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