Aller au contenu principal

Location Groups and Tags

Store Locator Map: SE allows you to organize your locations using tags and groups. These organizational tools help you categorize locations for filtering on the customer-facing widget, manage locations efficiently in the dashboard, and segment data for analytics.

Concepts​

Tags​

A tag is a label assigned to one or more locations. Tags are lightweight and flexible. A single location can have multiple tags. Examples: "Curbside Pickup," "Open Sundays," "Repairs."

Groups​

A group is a named collection of related tags. Groups provide a higher-level organizational structure and map directly to filter categories on the widget. Examples: "Store Type," "Services," "Region."

A group named "Store Type" might contain the tags "Flagship," "Outlet," "Partner," and "Pop-up."

Creating Groups​

  1. Open the app and go to Settings > Locations > Groups and Tags.
  2. Click Add Group.
  3. Enter a group name (e.g., "Store Type").
  4. Optionally, enter a description for internal reference.
  5. Configure the group settings:
SettingDescription
Show as filter on widgetMakes this group available as a filter option on the store locator widget.
Filter display styleHow the filter appears: dropdown, buttons, or checkboxes.
Allow multiple selectionsWhether customers can select more than one tag within this group when filtering.
Sort orderThe order in which this group appears relative to other filter groups on the widget.
  1. Click Save.

Creating Tags​

Tags can be created within a group or as standalone labels.

Creating Tags Within a Group​

  1. Go to Settings > Locations > Groups and Tags.
  2. Click on an existing group.
  3. Click Add Tag.
  4. Enter the tag name (e.g., "Flagship").
  5. Optionally, assign a color for visual identification in the dashboard and on the widget.
  6. Optionally, upload a tag icon that appears next to the tag label on the widget.
  7. Click Save.

Creating Standalone Tags​

Standalone tags are not associated with any group. They can be used for internal organization without appearing as widget filters.

  1. Go to Settings > Locations > Groups and Tags.
  2. Click Add Tag (outside of any group).
  3. Enter the tag name.
  4. Click Save.

Assigning Tags to Locations​

From the Location Editor​

  1. Open a location from the Locations list.
  2. Scroll to the Tags section.
  3. Select one or more tags from the available list, organized by group.
  4. Click Save.

Bulk Tag Assignment​

To assign tags to multiple locations at once:

  1. Go to the Locations list.
  2. Select the locations using the checkboxes.
  3. Click Actions > Assign Tags.
  4. Choose the tags to apply.
  5. Click Apply.

Via CSV Import​

Include tags in your CSV import file using the tags column. Separate multiple tags with commas:

name,address,city,state,zip,country,tags
"Downtown Store","123 Main St","Portland","OR","97201","US","Flagship, Repairs, Curbside"

Tags that do not already exist in the app are created automatically during import.

Filtering on the Widget​

When a group is configured to show as a filter on the widget, customers can narrow their search results by selecting one or more tags from that group.

How Filtering Works​

  • Single group, single selection -- The widget shows only locations that have the selected tag.
  • Single group, multiple selections -- The widget shows locations that have any of the selected tags (OR logic).
  • Multiple groups -- When filters from different groups are combined, the widget shows locations that match at least one tag in each active group (AND logic across groups, OR logic within a group).

Example​

A customer searching in "New York" who selects the "Outlet" tag under "Store Type" and the "Curbside Pickup" tag under "Services" will see only locations in the New York area that are tagged as "Outlet" AND offer "Curbside Pickup."

Filter Appearance​

The filter display style is configured per group:

StyleDescriptionBest For
DropdownA select menu that expands when clicked.Groups with many tags (5+).
ButtonsPill-shaped buttons displayed inline.Groups with few tags (2--5).
CheckboxesA list of checkboxes for multi-select.Groups where multi-select is common.

Managing Groups and Tags​

Editing a Group or Tag​

  1. Go to Settings > Locations > Groups and Tags.
  2. Click on the group or tag to edit.
  3. Modify the name, settings, or properties.
  4. Click Save.

Renaming a tag or group updates it across all locations that use it.

Deleting a Group or Tag​

  1. Click on the group or tag to open its editor.
  2. Click Delete.
  3. Confirm the deletion.

Deleting a tag removes it from all associated locations. Deleting a group removes the group structure but does not delete the tags within it -- those tags become standalone.

Reordering Tags and Groups​

Drag and drop groups and tags in the list to change their display order on the widget.

Using Tags for Analytics​

Tags and groups are available as dimensions in the app's analytics section. You can:

  • View search and click activity broken down by tag or group.
  • Identify which store types or service categories drive the most customer engagement.
  • Compare performance across location segments (e.g., "Flagship" vs. "Outlet").

Access analytics at Analytics > Location Performance and use the group/tag filters to segment the data.

Best Practices​

  • Keep groups focused. Each group should represent a single dimension (e.g., store type, services, region). Avoid mixing unrelated tags in the same group.
  • Use clear, customer-friendly names. Tag and group names appear directly on the widget. Use terminology that your customers will understand.
  • Limit the number of visible filters. Exposing too many filter groups can overwhelm customers. Two to four filter groups is generally optimal.
  • Use standalone tags for internal use. If a tag is only for your own organizational purposes (e.g., "Needs Renovation"), keep it as a standalone tag that is not shown on the widget.

Next Steps​