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Regions and areas

What it is for​

A region is a large territory (for example "Midwest"); areas are the smaller territories inside it (for example "Kansas", or a city). Every contact with an address is placed in a region and area automatically, which drives:

  • what a regional leader or ambassador can see,
  • audience targeting for campaigns,
  • the map's overlays.

Before you start​

  • Geography management access. Changes affect everyone's scope, so coordinate.

Steps: create a region or area​

  1. Open Regions & Areas. The tree lists regions and the areas under each.

  2. Click New region (or select a region and New area).

  3. Name it, then draw its boundary on the map: click to place corners, double-click to finish. Edit by dragging corners.

    Drawing an area polygon

  4. Save.

Steps: assign contacts​

  1. After drawing or changing a boundary, click Assign contacts. Contacts inside the boundary are assigned.

  2. Small assignments finish immediately; large ones run in the background and show progress.

    A geography assignment run in progress

Steps: assign one contact by hand​

On the contact's Location tab, choose a region and area. Manual choices override the automatic one until the address changes.

Tips and troubleshooting​

  • A contact with no coordinates (missing or unrecognised address) is not assigned. Fix the address on the Profile tab and click Geocode on the Location tab.
  • Overlapping areas: the contact goes to the first match; keep boundaries from overlapping.
  • Deleting an area unassigns its contacts; they are reassigned the next time their address changes or you run Assign contacts on a covering area.