Locations represent the different physical branches of your organization: branches, franchises, clinics, divisions, or any service point.
They allow you to segment your clients, sequence sends, and performance results, ensuring more accurate reporting and clearer operational management.
Accessing Location Settings
To access location management:
Click your name in the top-right corner.
Select Settings.
Scroll down to the Configuration Settings section.
Click Locations.
You will then be able to view:
Active locations
Archived locations
Information Displayed for Each Location
For every location, you will see:
The number of platform users linked to that location
The number of employees assigned
The number of clients associated with that branch
This helps you manage responsibilities and reporting per location more effectively.
Editing a Location
To edit a location:
Click the pencil icon to the right of the location.
You can then modify:
The location name
Full address
City
Country
Accurate information ensures proper segmentation and consistency in your reports.
Automated Sendings and Integration Requirements
If your sequences are sent automatically, adding or modifying a location requires assistance from an InputKit integrator to ensure proper configuration.
Whenever a new location is added, it must also be mapped to its corresponding Google Business page for Google Review management.
If you have any questions, feel free to reach out to us via the chat.