Location Groups & Targeting

Set content targeting intelligently and circumvent manual group creation. This is done through a Location Select dialog allowing you to select combinations of Location Types, Sections, Roles, Regions, Areas, and Locations.

Once a combination has been selected, the platform will automatically create and manage Location Groups.

How Does It Work?

Location Groups are based on the selection of locations, groups and users are automatically created/assigned. When any changes occur in Cohort Locations these groups are automatically updated. This means that based on the user's assignment to a location they will be removed/added to related Location Groups. This automates content access for the user without the need of having to manually manage users in Groups.

Take the following Scenario, for example: John is an employee in the Sales department at the London Branch. He has access to Sales Employee content on his app. Later, he is prompted to a Management role at the Cornwall branch.

By simply changing his Location and role, the platform will automatically assign him Sales Manager content on his app.

When will automation be triggered? Whenever a user's location assignment changes i.e. Remove, Role Change, Section Change.

Create Location Groups

Navigate to the Targeting section in your selected content. In the Locations and Groups sections, select options, and then Add Location Groups:

1. Select Filters. Select a combination of Location Types, Roles, Sections, Regions, and Areas.

2. Preview Groups. Based on your selection, you will see a preview of Location Groups that will be created.

3. Add Groups. Select the Add Groups button to add the Location Groups to Targeting.

Pro Tip Remember to follow DRY (Don't Repeat Yourself) principles when using Location Groups. Try to use the least amount of location groups instead of too many.