Create and manage territories to allow users to search for locations that are assigned to strict geographic areas.
Requirements: Any Web-Based Premium Subscription
Creating US & Canada Territories
Our territory searches provide granular search ability for companies who divide their distribution network or sales reps into strict geographic areas. Some companies assign their sales reps neatly into a group of counties. Others may have exceptions in their network, with some reps covering certain cities within a county. Bullseye 7 has you covered with our handy territory tool. In the US, you can create territories based on states, counties, cities, zips (3 digit or 5 digit) and combinations of these areas. For Canada, Bullseye allows you to arrange territories by provinces or postal code (3 digit or 6 digit). Territories are configured in the Bullseye admin (although you can call us if you'd like us to provide custom automation of territories). Locations must be assigned to territories in order for locations to be displayed in the search results. You can also create territories for other countries on the country level (we do not yet have postal code level search ability for countries outside Canada & US).
To access the territory tool go to Settings>Territories. You will be taken to the Manage Territories pages, where you will configure the geographic area of each territory. To begin, select Add Territory.You will see a page that asks you to name the territory. Often territories are named after the geographic area they cover (state, counties, etc.) or even the reps or locations that get assigned to them. In this example, let's name the territory Central New Jersey. We'll type in Central New Jersey as the name, and select "United States" as the type. You'll be taken to a page like this:
Notice that the choices are organized from large area to small area (state, county, cities, zip codes). In this example, we will assign 5 counties in Central NJ to the territory. But since our rep that covers this area does not service a few cities in the extreme southern part of this range, we will need to subtract these from the territory. First, let's assign the 5 counties. Under counties, select Add to the right of the include option. You will be asked to select a state. We will select NJ, and get this screen:
You will get a list of all the NJ counties. We will select Somerset, Union, Hunterdon, Middlesex, and Morris and then hit Save. You'll get a list of the counties as in this screenshot:
Great! We are almost done configuring our territory. We just need to make a couple exceptions by removing 2 cities from Middlesex county. To do this, select Add under cities, to the right of exclude, as in the example:
You'll see a list of all cities in NJ. We are going to select Dunellen and Middlesex as in this example:
After you select the cities, hit Save. You will need to scroll down to the bottom of the page to access the save button.
Congratulations! You have just created a territory. Note that you can also assign territories by entire states (and make exceptions by counties or cities in a similar way). You can also create territories on a zip code level. Let's show an example of this by creating another territory:
Go to Settings>Territories and select Add Territory as you did previously. You'll be taken to the Manage Territory page where you can name the territory and choose the country. Let's name this territory after a sales rep named Ralph Singerman, and select the United States as the country. After you complete this, select Save.
You will be taken to the Edit Territory page where you can add your zip codes to the territory. In the Include row, select Add under Zip Codes. You will be taken to this screen:
You can see that you can enter zip codes directly into the direct input field. If you have a column of zip codes in an excel spreadsheet, you can paste the entire row, but make sure you have commas separating each zip code. 3 digit or 5 digit zip codes can be entered as needed. We provide a handy search opton for zip codes by city/state if you know cities in your territory, but don't know the zip code. You can easily enter the city/state, and all the zips for the city will be displayed.
In this example, let's enter Lansing, Michigan under By Search. Type in Lansing next to City and select MI in the state drop down menu. Then select Search. Your screen should like like this:
Now, all you need to do is select each zip code by checking the check box next to each zip code. Then, select Save at the bottom, the zip codes for that city will be added to your territory.
For Canadian territories, the process of adding territories is similar, but more simple. As with US territories, start off by going to Settings>Territories. You can define territories by Province or Postal Code, using the same basic interface the US uses (without cities or counties). Simply select the Provinces for your territory on the Edit Territory page by selecting Add under the Provinces heading, to the right of the Include option, then select Save. If your territores are arranged by Postal Code, select Add under the Postal Codes heading, to the right of the Include option, then paste or enter your 3 or 6 digit postal codes (separated by commas) directly into the box. Then select Save.
Creating International Territories
International territories (territories for countries outside of US/Canada) have the capability to return search results within an entire country or group of countries. After you complete your International territory configuration, and assign your locations to the territories, your users will be able to select a country and see all of the locations in that country.
To begin configuration an International territory, first go to Settings>Territories. On the Manage Territories page, select Add Territory. You will be taken to the Edit Territory page. Type in "Sweden" for the name of the territory, and select "International" next to the Type option. Then, select Add.under the Countries heading. You will get an alphabetical listing of countries, the first page will show a list of countries starting with the letter A. At the top of the page, select the letter S. You will see this list:
Simply select the country Sweden and hit Save at the bottom. Simple as that.
Assigning Territories to Locations
The last step in enabling territory searches is to assign individual locations to the territories. To assign locations, go to Manage Locations on the left navigation. Find the location you need to assign to a location by searching for the location by using the advanced search option, which will let you search alphabetically, or by city/state etc. Once you have found the correct location, select it from the search results. Then click on the Territories tab on the top. The select Edit. You will see the following screen:
Simply choose the correct territory from the list, then hit Assign Selected, then Save. That's all there is to it.