In this section, we will go over how to create territories using a map. To learn how to create territories using other methods, click here.
To access the mapping-based hierarchy menu from the Territory Designer:
- Click on a parent node in the Hierarchy panel under which you'd like to create children nodes.
- Click on the Hierarchy Operations Menu. Select Add Hierarchy.
- Under Type, select Mapping Based.
- Select the treatment of account families .
- Click Next when you're finished.
- You are now presented with the map. You can adjust the zoom level by clicking the World icon in the top panel and select the view you'd like on the map, or simply zoom in and out of the map and it will adjust accordingly.
- Click the Settings icon in the top right corner to start building territories.
After Step 6 of Navigating to the Map above, the default map settings appear. Let's go over the different features and how they can help you in territory building:
Open/Collapse Settings Menu - Use the Settings Icon in the top right corner to open or collapse the settings menu when working with the map.
Adjust the Map's Zoom Level - Click on the Country Icon shown in the picture above to adjust the map's zoom level by country or zip code. You can also just zoom in and out of the map and the zoom level will adjust accordingly.
- Use the Country drop-down menu to filter for countries on the map and make them visible on the screen.
- Based on the country selected in step 2, the zoom levels in the menu will change accordingly. You can select the level of granularity you'd like to see when adding regions to your segments. This also automatically changes when you zoom in and out of the map.
Not seeing an option for your desired country or region?
Contact your Business Partner to enable different countries or more granularity. We will work with you to obtain the correct data for mapping purposes and enable the countries on the Settings Menu.
- Select a Heat Map Metric - Use the Heat Map Metric drop-down menu to add another layer of information to the map. This can be any metric you've configured with your Business Partner while onboarding. To learn more about Summary Metrics, click here. Once selected, the map will display different colors in the form of a Heat Map for the chosen metric.
Not seeing the metric you'd like?
Contact your Business Partner to configure additional metrics.
- Name and Add [+] Segments - Name your territories in the space provided, and use the [+] icon to add them to the list of created segments.
- Navigate to the Map.
- Depending on the zoom level chosen, you will see different map levels available (E.g., For the US, you will see the following Map Levels: Countries, States, 2-digit Postal Codes, Postal Code). You can either zoom into the map or choose the Map Level at which you'd like to create territories. Accounts aggregate based on the map zoom level chosen.
- Choose a Heat Map Metric to quickly visualize territories by specific metrics. Roll over the map with your mouse, and you'll see values for the chosen metric along with the territory name.
- To create your territories, type in the name for the territory you'd like to create in the Segments box (E.g. Pacific Southwest) and click the [+] button. You'll see the territory created in the Segments List in the Settings panel.
- Click on the territory you just created in the Segments list. Now, you can choose to either: a) Manually select the areas on the map that you'd like to be a part of this territory, b) Use the Lasso tool in order to build territories
7a. Select the areas on the map that you'd like to be a part of this territory. (E.g., If you are creating a territory for US Southwest, choose CA and NV at the state level.) The regions you select will be highlighted according to the color assigned to the territory.
If you'd like to unselect a region, click the highlighted region one more time.
You can create territories at different map levels at the same time. For example, you could create a territory for California at the state level, and San Francisco at the postal code level at the same time. You will receive a warning message on the screen and once it is acknowledged, these territories would be created exclusively to one another.
The Lasso Tool in the mapping functionality allows you to easily select areas on the map using a radius-based or polygon-based selection.
The Lasso feature only becomes available when you're editing a segment made by the mapping functionality - you MUST complete steps 5 and 6 before proceeding.
7b. Click on an area of the map and drag your mouse - the screen will tell you the mile-based radius you're dealing with. Click again, and the system will automatically select all of the regions that fall into that circle radius (based on the level of granularity selected).
7c. 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 with 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.
- Repeat the steps above until you're finished creating territories.
- When finished, click Save in the top-right corner of the page to save your Segmentation Model.
- Acknowledge the warning, and click Confirm to create your territories.
You will now see geographical territories created under the parent node in the go-to-market hierarchy panel.
The Impact of Bad Data
Creating territories using the mapping functionality depends on your data having completeness and accuracy around the Address information on your accounts.
Updated 11 months ago