Organizing locations

Organizing Locations

To effectively manage and organize locations in your account, you can use two key features: Folders and Tags.

Understanding Folders vs. Tags

Folders

Folders help create a hierarchical structure for organizing locations based on business logic or organizational needs.

Purpose for creating folders:

• Each folder name must be unique within your account.
• A location can belong to only one folder at a time.
• Folders can have subfolders, allowing for nested organization.

Example Use Cases:

• Grouping locations by region or territory.
• Organizing franchise locations under parent companies.
• Separating locations by business division.

Tags

Tags offer flexible labeling, enabling you to categorize and filter locations based on different attributes.

Purpose for creating tags:

• A location can have multiple tags.
• The same tag can be applied across many locations.
• Tags are flat (non-hierarchical).

Example Use Cases:

• Marking locations as “new” or “recently updated”.
• Labeling locations based on features or services offered.
• Creating temporary groupings for campaigns or initiatives.