Create Geographic Territories

Create Geographic Territories

Assign geographic rules to territories by using Map type hierarchy. 

Steps to configure the Map

  1. Click on a parent node in the Hierarchy panel under which you'd like to create children nodes.
  2. Click on the Hierarchy Options Menu. Select Add Hierarchy.
  3. Under Type, select Map.
  4. Select the treatment of account families. For more details, click here.
  5. Click Next.
  6. Map view is now displayed. You can adjust the zoom level of the map by:
    1. Clicking the World icon left to the search bar and select the view you'd like from the dropdown
    2. Zoom in and out on the map and it will adjust accordingly.

Steps to Assign Geographic Rules to Territories

  1. Select the country on the map by clicking on it, or searching the country name in the Search bar.
  2. Once selected, the country name can be seen on the icon left to the search bar.
  3. Depending on the data available for the selected country, there may be further granularity available to select (e.g. state, 2-Digit Zip, 5-digit zip).
  4. You can either assign geographic rules by manually selecting areas, or you can use the Lasso tool to assign rules to territories. For the Lasso tool, please click here

Steps to Assign Map Based Territories Manually 

  1. Click on the Edit button in the top right corner.
  2. The Manage Segments window will open.
  3. Name your segments and add them by clicking on the plus (+) button and Confirm the changes.
  4. You can see the territory names you made in the map on the top with different colors assigned.
  5. Click on a segment name on the top, then select the areas (sates or postal code areas) by clicking on them. The selected areas are now can be seen in the same color as the segment name. 
  6. Continue the step until all the segments are assigned to their respective areas one by one.
  7. Once done, click on save
  8. A warning shows up to confirm if you want to create the child nodes from the parent node. 
  9. Confirm, and your segments are created.

Select Geos Using the Lasso

The Lasso Tool in the Map tab allows you to easily select areas on the map using a radius-based or polygon-based selection to create geographic territory.  

Where to Find the Lasso Tool

The tool is only available when you're creating or editing a Map based segments. While editing a territory using the map, select the segment name that can be seen just above the map denoted by a bar in a specific color. Once selected, the draw icon on the top right corner becomes distinct. Selecting the icon further shows the polygon and radius option for Lasso.

Steps to Perform Polygon-based Lasso

  1. Select the name of a segment on top of the map denoted by a colored bar.
  2. Click on the Lasso tool icon. Select Polygon.
  3. Use your mouse to select an area on the map and make a polygon - each click will define a corner of your polygon and once you're done selecting that area, click again on the point at which you started. This will automatically add the regions on the map that are within the selected polygon area. 
  4. Click Save.
  5. Acknowledge any warning accordingly.
  6. Click on Save.

Steps to Perform Radius Based Lasso

  1. Select the node where you want to use radius-based lasso.
  2. If you want to create a new hierarchy, click on Add Hierarchy from the Hierarchy Options Menu (the three dots).

    If you are editing an already existing hierarchy, click on Edit from the Hierarchy Options Menu (the three dots).

  3. Select Map type from the Edit Hierarchy page. Click on Next.
  4. Create new segments or edit existing ones.
  5. Select the name of a segment.
  6. Click on the Lasso tool icon. Select Radius.
  7. Click on an area of the map and drag your mouse.
  8. Click again, and the system will automatically select all the regions that fall into that circle radius (based on the level of granularity selected).
  9. Acknowledge the warning based on your selection and Save.


When your selection overlaps with an area that belongs to a different territory, the tool asks you whether to include the different segments in your newly selected region or exclude that region.

PO Boxes

Non-standard postal codes - the ZIP codes that are assigned to Post Office Boxes at a given facility and can be used for that facility only; they cannot be used for home and business mail deliveries in that area. Fullcast helps in identifying these postal codes by assigning unique icons to them. 

Steps to identify nonstandard postal code

  1. Select Customer Segments from the Territory Design section.
  2. Select the territory node from the segmentations. If the territory was created using a map hierarchy, you will be able to see the Map tab.

    Where is the Map tab

    The Map tab is accessible only if the hierarchy was built using map hierarchy.

  3. Click on the Map tab.
  4. A Heat Map will show up showing the selected territory in different colors.
  5. Click on the map icon left on the Search Bar. It allows setting the level of Map Zoom Level.
  6. Select 5-Code.
  7. Zoom into the map of your selected area. There you could see the icons that look like a house and the word Zip is written on them. These are the nonstandard postal codes. 

Balance Geographic Territories

Balance territories based on metrics using Map metrics to help to increase transparency in your territory assignment process.

  • Steps To Use Map Metrics

    1. Go to the Design App by selecting Customer Segments in the Territory Design section.
    2. Select any parent node of your segments.
    3. Click on the Map tab.
    4. Select the Map metric icon to the right of the search bar.

      Where to find the Map metric?

      Map metric is only available for the territories that are created using Map type hierarchy.

    5. A window opens up titled Choose Available Metric.
    6. There are two categories on the left side of the window below the search bar - Entities and Metrics.
    7. Expand the Metrics category.
    8. A list of metrics shows up.
    9. Select a metric and drag & and drop it into the Measures section.
    10. Select Confirm.

Edit Geographic Territories

  1. Select Customer Segments from Territory Design. 
  2. From the hierarchy, select the parent node for which you'd like to edit within the hierarchy.
  3. Select the Hierarchy Options menu and select Edit from the drop-down list.
  4. Select Map on the Edit Hierarchy page.
  5. Select Next.
  6. To add an additional segment to the territory: 
    1. Select the Edit button in the top right corner. A new window named Manage Segments will pop up.
    2. Name your segment and add it to the territory by clicking on the add button (+) and Confirming the action. A new segment is visible on the Heat Map.

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