One of the most powerful features Map My Customers has to offer is the ability to filter the customers you see on the map via Groups. Groups are essentially different categories of customers. These categories can be anything such as a product type, customer type or territory. On this post, we’ll talk about how you can use Groups to optimize your day and help you focus on the customers you want to see on that day.
Creating & Adding Contacts To Groups:
To add Groups, simply go to the Groups page on either your desktop browser:
Or add it from your iPhone or iPad:
You can manually add a group from these pages. You can also create a Groups column on your spreadsheet before importing. Just add the name of the group to its corresponding contact on the spreadsheet and the group will be created upon import. To add multiple groups for one contact, separate the name of the groups with a semi-colon (“;”) and make sure that there are not any spaces between the semi-colon and the name of the group. Adding a customer to two groups looks like the following on the spreadsheet: “Product A;Territory B”.
You can see that from both pages, you are able to set a particular color to each group.
If you want to learn more details about importing, check out our guide to importing pins & contacts.
You can also add customers to groups manually (after the group has been created). You can go to the contact information page and tag the contact into a group(s):
You can also use our lasso tool to lasso pins into groups. To use our lasso tool, simply click on the pencil icon on the top right hand of the map and follow the instructions. With this tool, you’ll be able to geographically mass edit and assign multiple contacts to groups:
Filtering By Groups – Map My Customers
To begin filtering by groups, go to the Mapping > Groups section. Once you scroll down past the map, you’ll see a layout that looks similar to the following (Web/Android on left and iOS on right):
Here, you’ll see that there are multiple buttons. “Shown” and “Hidden” simply indicate which groups of customers are visible on the map. Simply click on this button to toggle the opposite. “REQUIRED” means that the only the pins in that group will be displayed on the map. You can have multiple groups “REQUIRED”. If you require multiple groups, the pins that are displayed on the map must all be in each of the required groups at the same time. For example, the contact in the image above is tagged in 3 groups (va sample, jon and angel). If you "REQUIRED" the groups "va sample" and "jon" at the same time, this would be one of the pins that show up.
One of the most powerful features Map My Customers has to offer is the ability to filter the customers you see on the map via Groups. Groups are essentially different categories of customers. These categories can be anything such as a product type, customer type or territory. In this post, we’ll talk about how you can use Groups to optimize your day and help you focus on the customers you want to for that day.
NOTE: if you have all of your groups set to "HIDDEN", there is still the possibility that there will be pins on the map. These pins are the ones that have not been tagged to any Groups, so they are not hidden.
Additional Groups Features
Set Group Colors
If you want to assign a color to a particular Group, you can now do this from the website. Go to the Groups page and choose the Set Color option and choose the color you want to assign that group. The color of the pins will automatically change based on the Group it has been assigned to.
Heat Map By Groups
Once you're on the Groups page, you can view a heat map by different Groups. You can toggle the heat map on and off by clicking on the flame icon (below)
This is very useful if you want to filter by Groups and then see the regions where most of the customers are from.
That's it for now! Stay tuned for additional features for Groups.
How do you use the Groups feature? Drop us an email to firstname.lastname@example.org. We'd love to hear from you!