Location Based Targeting in Territory Feedback

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?

Configuring Location Based Targeting in Territory Feedback for

To configure this feature:

  1. Ensure the following features are enabled:

  2. Navigate to the Align > Integrations.
  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 Vault 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.
  8. Assign segments and goals to each account at each associated location.

Using Location Based Targeting in Integrated Territory Feedback as

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.

When managers view the Accounts screen of a territory in an MC Cycle, each location associated with an account displays as a separate row in the table, along with a row representing the account without any associated location.

Managers can approve or reject pending challenges made by end users against accounts at specific locations using the Thumbs Up and Thumbs Down buttons.

The All Actions button in each row of the table enables managers to create challenges. The following target-level challenges apply to individual rows:

  • Add Target – Only displays for rows not currently marked as a target in the upcoming cycle
  • Remove Target – Only displays for rows currently marked as a target in the upcoming cycle
  • Edit Goal – Only displays for rows currently marked as a target in the upcoming cycle

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

  • Keep Account – Only displays for accounts currently marked for removal from the territory in the upcoming cycle
  • Remove Account – Only displays for accounts included in the territory in the upcoming cycle

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.

Related Topics

Using Territory Feedback in Vault CRM

Reviewing Feedback as a Manager

Using Location Based Targeting in Align