How To Add Locations Manually through the Admin
|Requirements: All account types|
Sometimes you may need to add one, or only a few locations to your store locator. When there are not a lot of locations to add, it is easier to type the information manually in our form than to upload a file with the changes. If you have a lot of locations to add, see Upload Locations in a CSV file.
To add locations one by one, simply login to the Bullseye admin and type in the location information. You can follow these simple instructions:
Login to the admin and select Manage Locations > Add Location. You will be taken to the Locations Details tab:
NOTE: We suggest including complete address information to plot the location accurately on the map. You can select Save at the top or bottom of the form when you have all the information you need to be entered. You will need to fill out the required fields within a tab before moving to the next tab. The Save button gives you the options Save and Next if you would like to save the information for the tab you are filling out, and go to the next tab, or Save and Close if you want to close the location after filling out the current tab.
Location Name: Enter the name of the store or dealer.
Country: Select the appropriate country from the drop-down menu
Address 1-4: Enter the street address without including city/state/zip code. If you are using the standard Bullseye interfaces, only information in address 1 and 2 will be displayed in the search results. Address 1 should only include the building number/street. Mall or Plaza information should go in Address 2. Address 3 and 4 can be used if you have additional information and are developing a custom search interface.
City: Enter the City.
State: Select the State.
Zip/Postal Code: Enter the Zip or Postal Code. By default, this is a required field. To suppress this requirement see Suppress the Zip/Postal Code Requirement when Adding Locations.
Internet Location: Bullseye allows you to display Web Only (internet-based locations) in addition to regular brick and mortar locations. Select Yes if the location will be an internet location. For information on including Internet Locations in the search results, see Configure Internet Locations.
Location Groups: You can create location groups if you have administrators who will manage groups of locations. See Manage Location Groups for more information.
Contact Name: Include the name of a person at the store if you have the information.
Contact Position: Include the person's position.
Contact URL: Use this field only if you want the searcher to access an online form to contact the location. Put the URL of the form in this field. A link that says "Contact Location" will be displayed in the search results for the location.
Email Address: Include the email address for the location, A link that says "Email" will be displayed if Lead Capture is not enabled on the interface (this is true if you have one of our Store Locator subscription, and not a Lead Management subscription.
Phone: Include the Phone Number.
Mobile**: Include the Mobile Phone Number.
FAX**: Include the FAX Number
URL: Include the URL to the location's website. A link that says "Click for Website" will appear on the location in the search results on locations that have this field populated.
** These fields do not appear on the Bullseye standard interface. In order to display these fields, a custom interface would need to be created.
Social Media links will only appear on the landing page when landing pages are enabled on your interface. After you enter the information, an icon will appear for each social media site on the location's landing page which will link to their profile on the applicable social media site. Do not include the entire URL. Follow the examples below as guidelines to enter your own data (the bolded part of the url is what should be entered):
If you don't have information to fill out beyond the basic address information, you may save the location without filling out information under other headings or tabs.
After you save the information, some additional information will appear after the Zip Code field:
Latitude/Longitude: Bullseye will supply coordinates for you after you save the location, based upon the address you provide.
Geocode Status: Bullseye will provide the status (street level, zip code level, or none) depending upon the information you provide.
Last Geocoded: Bullseye will provide the date of the most recent date/time of when the location was geocoded.
Clear Geocodes: Allows you to erase the existing lat/long coordinates if you get an inaccurate map plot for the location. You can change the address and save the location, or enter new coordinates and save the location to attempt to get an accurate plot.
Adjust the position of the location on the map by changing the address or moving the plot image
If a location is not plotted properly, it may be that the address is incorrect. If you are unsure of the address, you can research at www.google.com to confirm if the address is correct by entering the name of the location and/or other address information you have into Google Maps.
If you have the correct address, one method to change the plot is to simply grab the plot image with your mouse and move it to the correct position on the map. Simply select Save after you move it.
If you decide to change the address based on Google's feedback, you can paste the new address information into the appropriate address fields. Keep the following in mind:
- Information such as suite numbers, and malls/plazas, should be kept out of the address 1 field. Address 2-4 are not used by Bullseye for geocoding, and are appropriate for suite numbers, malls, etc.
- You will also need to get rid of the existing lat/long coordinates before saving the new address. Do this by selecting Clear Geocodes. Then, select Save to save the location.
Adjust the position of the location on the map by changing the latitude/longitude coordinates
If a location plots inaccurately, you can adjust by simply moving the plot image on the map to the proper position. The coordinates will update accordingly. If the position is way off, and it is not feasible to use the map to adjust the plot, you can go to https://www.google.com/maps to obtain the coordinates. First, type in the address of the location. Then, do the following:
- Hover over the plot image for the location.
- Right-click on that image.
- Select "what's here?" from the menu.
- The lat/long coordinates will appear in a pop-up map. Copy them.
- Remove the coordinates by selecting Clear Geocodes on the location in Bullseye.
- Paste the coordinates into Bullseye's lat/long fields.
- Save the location by selecting Save at the bottom.
Bullseye will plot the location in your store locator based upon what is entered on the record you have entered.
Services Used: If you have a Lead Manager subscription, you can check Lead Manager if you want the location to receive leads in an email from a form that leads fill out. If you don't have a Lead Manager subscription, only choose Store Locator. See Lead Manager Overview for more information on Lead Manager features.
Location Type: This refers to the prioritization (order) of locations in the search results within a radius or territory. By default the locations are prioritized in the following order: Exclusive, Preferred, then Standard. If you do not select an option, it will default to Standard. Also see Manage Location Types.
Responsiveness Rating: With a Shared CRM/ Lead Manager subscription, you can manually rank locations based on how responsive they are when they follow up with leads. The ranking options are: Very Fast, Moderately Fast, Average, Moderately Slow, Very Slow. If locations are assigned to a responsiveness rating, you can use this ranking in the Lead Manager routing rules under Settings/Routing Rules. Note that the Lead Manager routing rules are separate from the Store Locator search rules. Routing Rules are only used when using Bullseye with a stand-alone lead form.
Third Party ID: This option is often used when a company has set up automated location data updates. It is possible to push your location updates to Bullseye in a file on a regular basis, and we can make updates based on the data you send. The Third Party ID is a unique number we need you to supply in order for us to upload the location. You may also use this field if you want to enter your own internal ID on the location in order to identify it, or to use it as a means to not overwrite the location when you upload locations. Also see Using the Update and Insert Option.
Business Hours may also be displayed in the search results for each location. Searchers can hover over a link labeled "Add Business Hours" on the location and see the hours of operation if you configure them. First, select the correct Time Zone. Dropdown menus will appear for each day of the week. Select the correct hours as needed. For more details on store hours, including holiday hours, see Add Store Hours.
Bullseye allows you to upload secure images for each location.
Results Thumbnail: This image is displayed on the initial search results for the location.
Landing Page Photos: Up to 10 images can be displayed on the landing page for each location.
To select an image, click on the pencil by either Location Preview image or Landing Page Photos. This launches the image uploader tool. The image upload tool allows you to either upload images by browsing or drag and drop, or reference a secure image by entering a URL that starts with https://.
From the Upload Files tab, browse for a local file by clicking “Select an image for upload,” or drag files from your computer into the “Drop files here to upload” window.
Alternatively, switch to the URL Reference tab and paste a link to an image on the Internet, then click “Validate”.
Click Save to save your image, or click Cancel to exit the uploader without saving.
Note: We suggest using square images at least 100x100 pixels for the preview image. Larger images will be scaled down. Smaller images will become blurred when they are upsized to 100x100. Rectangular images will only display information on the image that is available within the 100x100 area.
Landing page photos are displayed on a configurable landing page. The minimum height for landing page images is 290px. The recommended photo dimensions therefore are based on the size of the final display area for the embedded interface. To get this go to the interface and measure the height and width of the photo location. Here are some sample sizes.
|Interface Width||Photo Width||Photo Height|
Bullseye allows you to create custom attributes if you need additional information displayed if our standard fields don't cover all the fields you need. To create custom attributes see Add Custom Attributes.Once your attributes are created, you will see them appear in the form:
Simply enter the information as needed in the fields. Note that the information will appear on the landing page of the location. It will not appear in the initial search results.
Territories are used in lieu of the radius search, or in association with the radius search when you configure your search rules. You can assign your locations to geographic territories that you create based on a county or other area, depending upon the country. When a searcher enters a zip code or city/state that is within the territory, locations assigned to that territory will be returned. If you are only using the radius functionality (this applies to the majority of companies using Bullseye) you can skip this tab. For information on creating territories see Create and Manage Territories
To assign a territory, Territories tab, you must first save the location after filling out the Location Details. After you save the location, select Edit, then select the AssignTerritories tab. You will see a list of the territories you have created:
Select the territory or territories that apply to the location, then select Assign Selected. Assigned territories will appear as a list on the Territories tab. Select Save to save the territory/location association.
Assign Territories to a Category
Bullseye allows you to assign a territory to a category. If you have dealers or sales reps that have territories that are product specific, you can assign a territory to a category so that only locations that carry the specified product within the territory will show up in the search.
If you want to use this feature, you will first need to contact Bullseye Locations and let us know which categories apply. Once you let us know, we will mark the categories, and they will appear as in the screenshot below:
Select Limit By Category and the screen below will appear:
Select the category and “Assign Selected” to allow locations to be displayed within the territory, if they carry the product/category.
Categories allow you to let searchers filter locations by products or services that they carry. To learn about creating categories, see Create and Modify Categories. For category groups, see Working with Category Groups
To add existing categories to a location, select the Edit button on the location, then select the Categories tab:
Click the headings to expand category group if necessary, and check the categories that apply. Click the plus sign next to category to display and sub-categories that exist. If you have subcategories, all the subcategories from the selected top level category will be inherited. You can uncheck the subcategories if some of them do not apply to the top level. Select Save when you are done. For more information on Category Groups see Category Groups
If you have enabled landing pages within your subscription, it is possible to insert a title tag and meta description into each landing page. To add this data select the SEO tab:
Simply type in the information into the 2 fields, and select Save when done.
Note: In addition to providing the Meta Information, you will also need to make the Meta Info accessible to the search engines. If you are using the standard Bullseye interface, you can achieve this by putting up a list page which links to all the location landing pages. See Create a Location List Interfacefor more information. If you are using our API you can create your own interface to make the landing pages accessible.
Bullseye offers optional custom translation functionality, as an add-on subscription to a Find account. For more information, see Configure Language Translation
If you are using Complex Attributes, you will see an additional tab which will have a name you enter. For more info on Complex Attributes see Complex Attributes
The users tab allows you to create users to login and manage the location data for a location (or to create other types of users as well). If you want to enable a contact who works at the dealer/location instead of having a general administrator do this, select the Users tab:
You will see a list of users (if applicable) that have been assigned to the location. Select Add User. You will see the following:
Enter the email address of the user. Select either the user type Location Admin or Location User from the list, unless you are granting a different user type access to the location. (For a description of the permissions that may be granted to either user see Reference for Allotted Permissions)
Select Invite orInvite and Close and an invitation email will be sent to the user, to create a password to access Bullseye. Their email address will serve as the username.
You will also need to assign the user to the location. You will see the screen below after inviting the user:
Select the Assignmentstab, and Create Assignment.
You will see the screen below:
You can use the advanced search option to search for the appropriate location. When the correct location shows up in the search results at the bottom, select it by clicking on the checkbox next to the location, and select Assign Selected. This should be done quickly, so that the user will see the information for their location when they login, otherwise they will not have access to their location information.
Clients who have a Bullseye Shared CRM/Lead Manager subscription will also see a Leads tab where locations may have access to leads that are submitted to their location.
If you select the Leads tab, you will see a list of leads if leads have been submitted to the location:
You may add leads by selecting the Add Lead button and entering the information for the lead. You may also search for leads and use the paging at the bottom to navigate if there are multiple pages of leads. For more information see Shared CRM/Lead Manager