Use Locations. To configure Locations go to Settings → Locations tab.
Configuring Locations (like Categories) has two main purposes:
- you can use the entered data in the form of Snippets, thus personalizing emails or text messages (for more information about Snippets, click here)
- you can target an Action in Workflow based on the Location (see here for more information on Conditions).
How to add a Location?
To add a location, click on the button in the upper right corner: Add Location.
For each location, you can indicate:
- location name
- country
- State
- city
- postcode
- address (street and number)
Remember to assign the appropriate locations in your user profile.
How to delete a Location that has been created?
A Location created in the Settings section cannot be permanently deleted, but it can be archived. Simply click the three dots on the right in the list of Locations next to the Location you have selected for archiving and select the ‘Archive’ option.
By switching on the ‘Show archived items’ switch, you can view Locations that have been archived and even restore them again by clicking on the three dots on the right and selecting the ‘Restore’ option. In this way, you can include the restored Location in your workflows again.
What are the effects of archiving a Location?
- In the case of ongoing Processes, nothing changes - the previously assigned, archived Locations continue to apply to ongoing Processes.
- for newly started Processes, the previously assigned, archived Locations continue to apply
- Archived locations cannot be assigned to a User in his/her account or used when creating or editing Actions in Workflow