Places
Using The Places Screen
Use the Locations | Places screen to define Places, which are geographical locations which are a point of interest for your brand. Create places to keep track of any physical location, including stores, kiosks, restaurants, stadiums, etc. Specify the physical address, operating hours, and phone number of the location.
You can switch layouts between a list view–showing a list of existing Places–or a map view–showing the existing Places on a map.
After you define a Place, you can use the Place in Eligibility, such as the Offer Eligilibility, Challenge Eligbility, and Reward Eligibility screens.
Searching and Sorting
The Places screen includes a variety of facilities to make it easy for you to search, filter, sort, and export/import records.
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Searching. Use the Search text box to search records by name.
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Filtering. Use the Status and Effectivity dropdowns to filter records.
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Sorting. Use the Sort dropdown to sort records by date created, date updated, or display name.
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Export / Import. Use Marigold Loyalty’s built-in export and import capability to export existing Locations to and from .csv files.
Content Management
Use Marigold Loyalty’s Content Management capabilities to manage your Places:
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Status. Use status to specify when a Location is in use. Change the status to change the visibility of the Location to members. Valid statuses are ‘Draft’, ‘Published’, and ‘Archived’.
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Effectivity. Change the effectivity to designate the timeframe for which members can view Locations. Valid effectivities are ‘Always’ and ‘Schedule’.
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Tags. Add one or more tags to help you search, filter, and organize your records. Tags are only visible and usable in the Marigold Loyalty Marketing Console: you can modify and create tags, but your members are not be able to see or access the tags.
For more information about Marigold Loyalty’s powerful Content Management capabilities, see Content Objects.
Zones
Use the Places | Zones subtab to manage subdivisions of a place for finer-grained targeting. Create one or more zones within a place to keep track of a more precise locations within a place. Zones are most effective when they are within reach of multiple Beacons that can identify positioning more precisely.
When defining Zones, you can optionally upload a Zone Map, which is a .jpg or .png image showing a top-down layout of the Place.