# Geolocation

## Geofences

Geofence perimeters can be established by tracing an area on a map, or from uploading a KML file containing coordinates of a target area. You can choose between only mailing in or not mailing to the selected area. A physical address and custom fields can be added and dynamically referenced in creative artwork. Each individual fence can be selected for use on a campaign level from the campaign's Suppressions tab.

{% hint style="info" %}
These features do **NOT** allow you to source new address data to target specific locations through the platform. Poplar offers custom list sourcing separate from the platform - reach out to your Account Manager or **<hello@heypoplar.com>** with the details of your campaign to get started.
{% endhint %}

**Should I use a Geofence or Saved Location?**

Saved Locations are best suited for storing a brick & mortar address and encompassing a set mile radius around that location for targeting or creative personalization. Geofences are slightly more custom, use adjustable perimeters, and are best suited for either targeting or suppressing certain areas and utilizing location-specific creative personalization.

* **Geofences:** Define any custom area for mailing or suppression.
* **Saved Locations:** Define a radius (aka circular area) around an address with the option to suppress mailings outside this radius.

Geofences must be turned on under the campaign's Suppressions tab. They are not automatically applied across all campaigns.

### **Draw A Map**

To draw your geofence, zoom in or expand the map to the area you need, and click **Draw**. Click a starting point on the map, then continue clicking multiple points to pin down the desired boundaries of your geofence.

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2FoTHd31HMM3MqZUz5XshG%2Fimage.png?alt=media&#x26;token=38747187-d82b-4e4c-9d4e-defafb867a9e" alt="" width="563"><figcaption></figcaption></figure>

You can adjust or clear the polygon at any point. **Non-polygons, broken shapes, and lines won't be accepted.** You'll know your geofence is valid and complete when the polygon turns green.

### **Upload a KML File**

Using an application such as [Google Maps "My Maps"](https://www.google.com/maps/d/u/0/) you can draw multiple geofences, export as a KML file, and upload directly to the platform. Layers can be exported together or individually by clicking the three dots to the right of the map's name and selecting **Export to KML/KMZ:**

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2FDu4fiL3EPYTHsjrUciOg%2Fimage.png?alt=media&#x26;token=6cd12a53-782b-42e9-b720-025812d135a0" alt=""><figcaption></figcaption></figure>

When uploading to Poplar, if your KML file contains multiple polygons, you'll see the option to flip through each one and specify the settings.

### **Add Details**

Give the area a descriptive name then choose if you want to suppress mailers inside OR outside this area:

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2FmnRjSmSwG9UKEf7L76HS%2Fimage.png?alt=media&#x26;token=8b922c0c-b3af-4b59-ada8-b75bb47dcd1f" alt="" width="563"><figcaption></figcaption></figure>

**Add an Address (Optional)**

Adding a physical address allows you to dynamically pull this information into creative artwork by using [Location Based Merge Tags](https://about/article/203-merge-tags#location-based-merge-tags). This is a useful feature if you'd like to point customers to a nearby retailer, information center, or any other relevant destination.

**Add Merge Fields (Optional)**

Merge Fields are custom values you can add into creative artwork via merge tag. They're helpful if you need to list location-specific contact info or want to feature location-specific promotional offers.

* `{{geofence.merge_field_1}}`
* `{{geofence.merge_field_2}}`
* `{{geofence.merge_field_3}}`

### **Finish Geofence**

Once you hit Finish you'll return to the Geofences tab, where you'll see a list of your geofences. We show the **Name**, **Status** (*Active* or *Inactive*) and **Type** (*Included* or *Excluded*) in each geofence, along with a map.

* **Inclusive** geofences are green and will only mail to addresses that fall within the area.
* **Exclusive** geofences are grey and will not mail to addresses that fall within the area.

If an inclusive geofence overlaps with an exclusive geofence, **the exclusive geofence will be honored.**

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2Fr1N4Y5ohz64kjCaPLurO%2Fimage.png?alt=media&#x26;token=03f9acdb-0bdf-4137-ba91-a3ccaf9cc690" alt=""><figcaption></figcaption></figure>

When you click into an individual geofence, you can download a CSV of all the zip codes that fall into that geofence and the percentage of each zip code that does. You can also download a copy of the uploaded KML file, if you originally uploaded one.

You can also **Edit, Deactivate,** or **Delete** the Geofence under the *Actions* section on the right. If you click into **Edit**, you can also change a geofence from Inclusive to Exclusive or vice versa.

### **Applying Geofence Suppressions**

Finally, you'll want to enable your geofence from within your campaign's Suppressions tab. Click **Edit Geofence Suppressions** to select your inclusive or exclusive fences then hit **Save Changes.** Our location and area-based checks are performed on the *original* address that you provide. These checks are run **prior** to NCOA, meaning if your recipient has moved, we do not account for the move in our suppression checks.

***

## Saved Locations

Locations may be stores, offices, or any placeholder **address** relevant to campaign targeting. For each location, you have the ability to include a custom *mile radius* and *location-specific* default merge tag values. When enabled this provides the ability to block mailings outside the range of a saved location, or alternatively adjust the creative based on the location.

### Add a Location <a href="#add-a-location" id="add-a-location"></a>

Access the [Locations](https://app.heypoplar.com/geotargeting/locations) page from the Geolocation tab. Here, you can view current saved locations and view their status. Click the green **Add Location** button in the top right corner. Fill out the address form with the store or location you wish to target around.

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2Fs1DaTYoomMCpQo4OJly7%2Fimage.png?alt=media&#x26;token=2522aad7-ac8a-4be6-8ede-e2a08a435d6b" alt=""><figcaption></figcaption></figure>

#### Merge Fields <a href="#merge-fields" id="merge-fields"></a>

Merge fields are any custom personalization you wish to add to your creative based on the saved location targeting. The value set for each merge field can be populated in a creative design by using the following [Location Based Merge Tags](https://about/article/203-merge-tags#location-based-merge-tag):

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2FwFtvDmZyq4yH3x2W9JUj%2Fimage.png?alt=media&#x26;token=c76bc39d-b035-4bd1-859d-047699c9a17a" alt=""><figcaption></figcaption></figure>

* `{{location.merge_field_1}}`
* `{{location.merge_field_1}}`
* `{{location.merge_field_1}}`

{% hint style="warning" %}
Saved Locations must be turned on under each campaign's Suppressions tab. They are not automatically applied across all campaigns.
{% endhint %}

### Apply Location Suppressions <a href="#apply-location-suppressions" id="apply-location-suppressions"></a>

Once you've saved your location, head to the Suppressions tab within your campaign to apply the location targeting as desired:

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2FawOmR87IaaQOSQqcWxgv%2Fimage.png?alt=media&#x26;token=8d70fd6c-8ef7-4bf7-966d-dc4118edeca8" alt=""><figcaption></figcaption></figure>

You have the option to suppress any mailer that fall outside the set radius, or mail outside the radius but only populate the merge fields when in rage.

## State & Zip Code Allowlist

You can restrict mailings to specific states or zip codes. For any lists that are submitted, the state and zip code whitelists will suppress any addresses that fall *outside* the set parameters.

Geolocation targeting or suppression are created on an **account wide level**. You can toggle suppressions on/off under the "Suppressions" tab in your campaign overview menu.

### Zip Codes <a href="#zip-code-whitelist" id="zip-code-whitelist"></a>

From the **Geolocation** page, navigate to the **Zip Codes** tab. Click "Add", then, type or paste zip codes in the space provided below. One per line, or separated using commas.

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2FffxNlid9yDpU0DYn7cHK%2Fimage.png?alt=media&#x26;token=00f17697-085d-40aa-bc8d-1150f5754eb8" alt=""><figcaption></figcaption></figure>

### States <a href="#state-whitelist" id="state-whitelist"></a>

From the **Geolocation** page, navigate to the **States** tab. Select *only* the states you wish to mail.

<figure><img src="https://714650678-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FweKl52r7fuUrhTjt6jLd%2Fuploads%2FnOWzxxG65lVDebTnFWHB%2Fimage.png?alt=media&#x26;token=55e8bedc-93b5-4bd1-8337-ae45042bc4ae" alt=""><figcaption></figcaption></figure>
