In this article, you will learn how to use Geolocation features in Talon One.
A member of your development team must configure the built-in "Current Location" custom attribute to work with your integration. Please follow the developer documentation for Geolocation to ensure this is set up correctly.
Whether you want to create a deal that's valid for a whole region, a particular city or selected physical locations and landmarks, Geolocation lets you tailor Talon.One Rule Builder rules to a customer's physical location.
Geolocation in Talon.One
In Talon.One, you have the ability to draw Geolocation "fences", which link up to become defined areas you can use in building your rules. These can be created on-the-fly in the Rule Builder, or created ahead of time as attributes.
Attributes can be a single defined location or a list of locations, so if you have, for example, a list of physical store locations you'd like to reference in your rules, you can define these store locations as a List of Locations attribute once and then reference them without the need to redraw fences.
To read more about Custom Attributes, check out this article.
Whether setting up geofences in the Rule Builder or while creating an Attribute, the interface is simple and intuitive.
- Start by finding the area you would like to highlight on the world map.
- You can zoom in and out with the mouse scroll wheel, and click and drag to move the map, or go straight to the desired location by entering it in the search bar.
- Select Define Geofence and then click on the map to place your first fence post.
- Click on more points to outline the area.
- Don't worry about making them perfect, we can refine the outline in the next step.
- Once finished, close the fence by clicking on your original point.
- This will create a polygonal shape with handles you can use to refine the outline. You can also click anywhere inside this polygon and move the entire shape around.
- Once you are happy with the defined area, give it a name and click Save Geofence.
Now that this Geofence is usable, you can create more in the same way or Close the map interface.
Setting Up Rules
Before creating rules, please note that a member of your development team must configure the built-in "Current Location" custom attribute to work with your integration. Please follow the developer documentation for Geolocation to ensure this is set up correctly.
Let's create a simple rule that'll give a 10% discount to purchases made at a location we'll define right in the Rule Builder itself.
First, we'll create a new campaign in our application.
If you haven't made a campaign before, see here to get started.
Next, open the Rule Builder and create a new rule.
- Add a condition "Select attribute"
- On the left side, select the built-in attribute "Current Location"
- In the middle, Select the qualifier "Is one of"
- On the right, click Add Geofence
This will open up the map window described in the previous section.
- Click "Define Geofence" to get started, then click your first spot on the map.
- Click additional points on the map to draw fences until you've covered the area you want.
- To complete a fence, finish drawing by clicking on any fence.
- If you are happy with the fence you've drawn, give it a name and click Save Geofence.
If you'd like to try again, click Clear Geofence and start over.
You can define multiple fences in this same rule, which would allow you to define areas around your retail stores or the area surrounding an ongoing festival for example.
But for now, we'll keep it simple with just a single fence around a broad city area.
Now click Close to return to the Rule Builder.
Your Condition should look like this:
Now under Effects, click Add Effect and select Set a discount.
Set the Discount Value to [Session.Total]* 10% (default).
Then Save your rule.
Now, provided your system uses Current Location to return a customer's position, as long as they are in the area you defined above, this rule will trigger and give a discount.
Now you know how to create and get started with your first Geolocation rule in Talon.One.
There are lots of different ways you can offer deals to customers at certain physical locations. Let's go over a few use cases that should be widely applicable.
Tailor an offer to customers outside of your region's capital:
Perhaps you'd like to widen your customer base outside of the cities where it's already widely popular.
By excluding these established cities, you can create promotional offers for locations to which you'd like to extend your reach.
Set up slightly different campaigns in two cities:
A/B testing is a great way to learn what works and what doesn't. Use Talon.One to offer different rules for two comparable locations.
Award Loyalty to customers who travel outside of their city:
If regional alternatives to your service exist, why not reward customers for their loyalty while away from home?
Offer deals at location-specific events like festivals:
Anybody who orders something from you while attending a festival gets something extra, perhaps a discount, more Loyalty points or a coupon to redeem after the festival is over.
There are many ways to build rules by including or excluding physical locations, when location data is sent to Talon.One, you can tailor your customer's experience accordingly.
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