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Malissa Olofernes (Unlicensed)

Malissa Olofernes (Unlicensed)

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View file
namereference_points.csv
View file
nameReference Points.pdf

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To download above documents:

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Benefits

Benefits and limitations

  • Reference points help users search for common locations more quickly and efficiently.

  • You may load up to 5,000 reference points

  • Maximum file size is 10mb

Useful links and information

Webs

  • You No longer need to find the Longitude and Latitude

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  • . Simply leave those to columns blank on the upload.

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  • Helpful hint: 

    • Keep a master file for each client saved as a .xls format

      • .csv removes formatting when you re-open

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Reference Points Upload File

Task

Process / Helpful Hint

Download Template

  • Click on Services tab

  • Click on Private Rates

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  • Click on Sample Reference Point Template

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  • File contains three tabs to guide you

    • Tab 1 - Template instructions

    • Tab 2 - Data field instructions

    • Tab 3 - Upload file

Create Reference Point Upload

  • Headers are case sensitive

  • Fields required except for Column C - Street 2 (optional)

    • Image RemovedBest Practice

    • Display Name: Enter city, state two letter code within the Display Name column

    Have client fill in all but the Latitude and Longitude

    You can find the Latitude and Longitude by using the two sites provided above, under Useful links and information

      • Example: Chicago, IL Headquarters

    • Street 1: Required

    • Street 2 (optional): Optional

    • City: Required

    • State or Providence: Two letter abbreviation for US States

    • Postal Code: Required

    • Country Code: Required - Two letter Code

    • Latitude: Leave Blank

    • Longitude: Leave Blank

      • Example:

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    Save File

    • File Type: .csv(comma delimited)

    • File Name: reference_points

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    • Example:

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    Upload file

    • Click on Services tab

    • Click on Private Rates

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    • Click on Add A New Reference Point Set

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    • Set Name: Give name to set

      • Recommendation: Ref Points and the date

    • Click on Choose File and location file to be uploaded

    • Click on Upload File and Save

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    • File will process and display a success or error response

      • Deem validates reference points to ensure that the data is complete and usable by the system before accepting them

      • Reference points are stored with longitude and latitude coordinates in addition to address

    • Example:

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    Update Service Rules

    • Note: Reference will not be viewable online until added to service rules

    • Click on Rules tab

    • Click on Service Rules

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    • Click on Edit for each group

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    • Scroll down to section labeled Reference Points

    • Click on drop-down menu to the right of Reference Points Set

    • Select most recent file

    • If you have car services enabled

      • Scroll down to Enabled Car Services with these options

      • Click on drop-down menu to the right of Reference Points sets

      • Select most recent file

    • Click on Save

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    • Click on Save Priority Changes

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    • Click on changes in the upper right hand corner

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    • Click on Commit

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    • YAY!! Upload complete

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    Test

    • Test to make sure reference points display properly

    Customer Experience

    Customer Experience

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    Additional Notes

    In order to have different reference points for different groups of users, you upload a reference point file into a set that can be assigned to one or more groups. For example, if you have separate reference point files for Europe and Domestic (US), you can assign the Europe reference points (along with the Domestic reference points) to VIPs, but assign only the Domestic reference points to everyone. 

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