Location Sets

General

Location sets are subsets of locations derived from a main location feed, and they're useful when you only need a specific selection of locations (stores/businesses/dealerships/restaurants) within your campaign strategy.

You can use the Location Sets tab when creating or editing a location feed to make location sets.

Note: Location sets are updated automatically when you edit their corresponding location feeds.

Prerequisite

• A location feed created in your account.

Creating a Location Set

To make a location set when creating or editing your feed:

1. Click the Location Sets tab.
2. Click Create and select one of the following options:
   • Manually Add Locations: This option lets you manually add locations to the location set from the main location feed.
     1. Enter a name for the location set.
     2. Click Create.
     3. Click on the newly created location set to edit it.
     4. Click the Locations tab.
     5. Click Actions > Add Items from Feed.
     6. Select one or more locations to add.
     7. Click Select Locations.
   • Calculate by Filter: This option lets you create a location set by filtering for one or more of the feed's location fields. The filter can be a combination of conditions with AND/OR operators linking them.
     1. Enter a name for the location set.
     2. Create a filter to be applied to the location feed.
     3. Select a mapped column/datapoint to search through in your location feed.
     4. Select an operator (Contains, Equal, or Not Equal) to determine which location values in the mapped column/datapoint are added to the set.
     5. Enter one or more values the mapped feed column/datapoint must contain, equal, or not equal, depending on your operator selection.
     6. Optional. Click the plus sign to add another filter linked by an AND operator.
     7. Optional. Click Add Section to add one or more filters linked by an OR operator.
     8. Click Create.

Managing Location Sets

1. Click a location set to open the Edit Location Set window.
   1. Make adjustments in the General tab, and click Submit.
      • The General tab displays the location set's name and any applied filters.
   2. Click the Update History tab to see recent location set updates, results, and statistics. You can also download an update report that shows changes made.
   3. Click the Locations tab to see the set's included locations through either a Table or Map view.
   4. Click the Used In tab to see the IDs of campaigns the location set is being used in.

Location Set Actions

Select a location set and click Actions to use one of the following options:

Action	Description
Delete	Deletes the selected location set.
Duplicate	Duplicates the selected location set.
Export to Excel	Exports the selected location sets' table information to an Excel file.

Using Location Sets in Campaigns

Location sets can be used in campaigns through location cards. For more information, see Setting Up a Location Card.