Location Based Targeting

Location Based Targeting is a form of sales planning that enables goals to be set against accounts at specific locations, enabling greater specificity in the planning process. Admins can enable Location Based Targeting in Integrated Territory Feedback to enable end users to view these goals for accounts at specific locations.

Who can use this feature?

  • Browser Users
  • Users require an Align License
  • Business Admin Users

Configuration

To configure this feature:

  1. Ensure the following features are enabled:

  2. Navigate to the Integrations tab in Align.
  3. Select View Field Map from the Gear menu for the connected Vault CRM instance.
  4. Ensure the location__v field in the Product Metric Fields section is mapped to the location__v field in CRM.
  5. Perform a full import to populate the location__v field in Align.
  6. Navigate to the appropriate MC Cycle.
  7. Select Yes for the Support Child Account Targets field.

Admins can then use Targeting Rules to assign segments and goals to each account at each associated location.

Location Based Targeting in Integrated Territory Feedback

When an MC Cycle with Location Based Targeting enabled is submitted to CRM users for feedback, each location associated with an account displays as its own row in the table, along with a row representing the account without any associated location.

​​The following target-level challenges apply to individual rows:

  • Add Target
  • Remove Target
  • Edit Goal

The following account-level challenges apply to all rows belonging to that account because they are not specific to a location:

  • Keep Account
  • Add Account
  • Remove Account

If the row representing an account without an associated location is a target, goals can be edited against any of the available channels. However, if a target is associated with a specific location, goals can only be edited against available channels based on the call2__v object.

Using Location Based Targeting in Integrated Territory Feedback via X-Pages

Customers using both Location Based Targeting and X-Pages in Integrated Territory Feedback can access additional information when Location Based Targeting is enabled. Using the accountData attribute retrieved by the getFeedbackData() method, the following information displays:

  • locationName – The name of the specific location associated with the account
  • locationId – The ID of the specific location associated with the account

Each account and associated location combination is retrieved as separate accountData entries, as well as one entry for the account without an associated location. This means that product metrics and MCCP goals, if applicable, for each retrieved accountData are specific to that account-location combination.

See the Developer Portal for more information.

Considerations

Related Topics