Create a Zone

The Zones tab of the Place Details screen allows you to divide a Place into one or more Zones for more fine-grained targeting. For example, you could define Zones for the different departments in a store location. You can also assign one or more Beacons to a Zone to enable location-based targeting.

Before you can define a Zone, you must have the following additional assets:

  • An image file with a map of the Place.

  • The Beacons(s) you intend to assign to the Zone must be defined within Loyalty. See Getting Started with Beacons for more information.

To create a Zone:

  1. Select Admin from the top navigation bar, then select Locations > Places from the side navigation menu. The Places screen is displayed, with List View selected by default.

  2. Search for and select the desired Place ( see Search for a Place for more information on the available search options). The Place Details screen is displayed, with the Definition tab selected by default.

  3. Select the Zones tab.

  4. In the Display Name field, enter a name for the new Zone.

  5. Click Add Zone. The Edit Zone pop-up window is displayed.

  1. The Display Name field is populated with the value you entered above; optionally edit this value.

  2. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

  3. Click Save. The platform adds the new Zone to the Zones tab.

  4. Click the new Zone to select it, then click Upload Zone Map.

  1. Browse to the desired image file, then click Open. The system displays the map image within the Zones tab.

  2. Click on the map image where you want to place the Beacon. The system displays a small box onto the map image. You can move the box by clicking-and-dragging within the box.

  3. To assign a Beacon to this Zone, click the Save icon within the top-left corner of the box. A Select Beacon pop-up window is displayed.

  1. From the drop-down menu, select the desired Beacon.

  1. Click Place Beacon. The platform replaces the square outline with a pin in the selected location.

  2. Repeat the above steps as needed to assign additional Beacons to this Zone (the same Beacon can be used only once within a Place).

  3. Optionally, to remove a Beacon from a Zone, click the pin within the map image. The pin changes back to the square outline. Within this square, click the Remove icon. A confirmation dialog box is displayed; click Ok.

  1. Optionally, to move a Beacon within a Zone, click the pin within the map image. The pin changes back to the square outline. Click-and-drag this square to the desired new position within the map. Click the Save icon within the square.

  2. Optionally, to delete the map image for a Zone, first click the Zone to select it, then click Delete Map. A confirmation dialog box is displayed; click Ok. Note that when you delete a map image, the platform also deletes all Beacons previously assigned to that map.