Location Filtering on a Delivery

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This article goes over the Location Filtering that can be configured inside a delivery. States/Regions can be selected, filtering further with counties if needed - this works off the Zip/Postcode field in the lead data and will skip delivery for any leads that don't match the selected location/s, based off the Zip/Postcode.



What locations are covered? 
Currently, we support the United Kingdom, France, United States of America, Canada, Germany, Australia, Netherlands & Belgium. 
Note: Please raise a support ticket for any other Countries, we will look to add them in the future.


Where do I find this feature?
Head over to Delivery > Add/Edit > Make sure a campaign has been selected then scroll down to the section with 4 tabs:

  1. Select/View States/Regions
  2. Select/View Counties
  3. Enter/Edit Zip/Postcode
  4. Import Zip/Postcode
LeadByte - Create Delivery 2024-11-25 at 10.35.49 am.jpg

 

How do I use this feature?
Hit 'Select/view States/Regions'. Select the area you would like to target. For example, let's say I wanted to target London in the UK. I would tick the London box here: 

 

LeadByte - Edit 2024-11-25 at 10.39.48 am.jpg

This action would unlock the next tab 'View/Select Counties' where I will find a further list of areas within London which allows you to target specific Counties. 

 

LeadByte - Edit 2024-11-25 at 10.43.38 am.jpg

I would select my options and save. Thats it. 

 

What if I wanted to upload a list or manually paste a list of Zip/postcodes? 
This can be done by selecting import 'Zip/Postcode' or 'Enter/Edit Zip/Postcode'. 


Important points/Troubleshooting

  • Ensure you have the correct Country linked to the campaign.
  • This feature works using Zip/Postcode so each lead MUST have one linked to the lead record or the lead will be skipped for delivery.
  • To disable this feature ensure you have deselected/deleted any locations and saved changes.
  • To switch from using the first 2 tabs (State/Regions & Counties) to manually adding Zip/Postcode please ensure you've deselected all State/Regions & Counties and save changes first.
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