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Locations

Locations are how you manage and organise within SocioConnect

Gareth Dooner avatar
Written by Gareth Dooner
Updated over a week ago

Locations

Locations are how you organise your social media channels within SocioConnect, and the Locations tab is where you'll manage these.

Each location will hold all the information SocioConnect stores for one individual entity, whether it's your branch, restaurant, store, etc - along with any connected social media channels for this location.

It's important to keep your locations up to date and well ordered, as the information here will sync to automatically update your Facebook and Google profiles, pull into personalisations for batch posting, and govern what users have access to what locations for posting, inbox, and all of SocioConnect's features.

The list of your locations is found in the Brand Profile tab in SocioConnect, and viewing and editing them is easily done; simply search for the location you want, click it once to expand and view, or click the notepad icon to edit.


Navigating Locations

Once you've found your way to the Locations tab, via the Brand Profile page - navigating your locations is simple.

The search bar at the top left of your screen can be used to search not only Location names, but unique ID numbers, user details, and the names on specific social media channels connected to the locations.

Don't forget Negative Search, as with all search bars you find in SocioConnect, you can exclude certain terms from your results also; just include the hyphen/minus symbol - before the term you want to exclude.

Filters along the top of the screen will allow you to filter the displayed location list to better find what you're looking for.

The Groups filter isolates Locations from particular groups within the system, Status picks out locations at a particular stage in their development, the Users filter is useful for finding locations that may not yet have users assigned to them, and similarly the Channels filter can highlight those locations with no channels attached, that may still need some admin work.


Managing Your Locations

The orange Manage Locations button at the top left of the Locations screen gives you several options for adding locations, or extracting location info.

  • Add A Single Location: as straightforward as it sounds, this option allows you to manually add a new location - you'll fill in any location specific information yourself, and attach the correct social media channels.

  • Download Locations: this option provides you with a .csv/spreadsheet file of all your locations and their information.

  • Upload Locations: here you can upload a .csv file containing as much location information as you have, and SocioConnect will automatically create locations for you. Attached to the bottom of this article you'll find a handy template you can use for this function.

πŸ“‚ πŸ“If you're a location user, meaning you only operate on one or a few locations, you won't need to worry about creating new ones; just let your contact at brand headquarters know you want to add a new location and they will take it from there (if you're unsure who to speak to, feel free to ask our Support team).


Location Editing

Personalised Information

Updating details in the Information section of Locations might seem like an unimportant step, but this information will be used when creating posts to personalise your content, as well as syncing to Facebook and Google channels, so try to make sure it's as up-to-date as possible.

To edit a Location's information, just find it on the Locations screen and click the notepad icon.

Learn more about Post Personalisation HERE

The information points you can upload are:

Unique ID

Unique IDs are just for use inside Socio, and won't be visible to your page's audience anywhere; they help you and your other team or brand members identify your location, even though it may have similar or identical Location Names to other branches.

Location Name

Your location's name as it will be displayed within SocioConnect, and also to your audience when personalising posts.

Although within your brand or organisation you might be know as "242 - Southwestern Office 5", if you want the public to know you as "John's Local Shop" or "SocioLocal Grafton Street", make sure to use the public facing name here; internal IDs can be used in the Unique ID field detailed above.

Phone Number

This will be the phone number you may want appearing directly to the public/your audience, on posts themselves or list on your social pages, so best to use a monitored front of house number.

Opening Hours

The times and days your business is open - be mindful that when Syncing this data these times will become public on your social media channels, you don't want potential customers thinking you're closed at the wrong times.

Address

The address you would like to be publicly listed for your location; important for helping customers find your business, but also needed for services like Meta when doing paid advertising, so try to be as accurate as possible.

Location Imagery

Here you can store location specific imagery that can then easily be accessed through SocioConnect's Image Editor during post creation - and used by the HQ team to personalise images for all locations at once.

Try to keep your uploaded images as high quality and clear as possible, so they can be better used later on a wider range of promotional material.


Users

Users added directly to locations will be restricted to posting, reporting, and other features on these locations only. In this way you can invite a local user to one location in particular and know they won't have access to accidentally post on or view reports for, etc, other locations.

Just type a display name for them, enter their email address, and press Add User, they will then receive an email invitation to set their password and get started with Socio.

If the user you want to add already has access to other locations, you won't need the invitation step - instead click Select A New User From The List, and pick the person you want to add, they need then only refresh their screen/app to gain access to this new location.

Channels

Locations aren't much use if you don't have social media channels connected to them.

A location may have one social media channel from each network connected to it at a time.

When editing or creating a location, the Channels tab will give you the ability to Add a new channel, this drop down menu will let you select from any channels already connected that haven't been assigned to locations.

If you haven't already, learn how to Connect Your Channels by clicking HERE


Information Syncing

The information points you've entered for your location can be sent to synchronise with your Facebook and Google pages, saving you the trouble of managing the same details across multiple sites.

When ready, click the Sync Now button within the location editing screen.


Groups

Now you've got your Location list created, the next step sorting those locations into Groups - groups in SocioConnect allow you to subdivide and organise your locations however you want them.

To learn all about Groups in SocioConnect, just click HERE


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