Setting up geocoding

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Geocoding is a crucial process in Vymo that converts addresses into geographical coordinates (latitude and longitude), enabling them to be displayed on a map. This functionality is essential for managing addresses of leads, partners, and team members effectively.

Importance of Geocoding

Why should geocoding matter?

Geocoding is vital because without exact coordinates, it's impossible to accurately represent a person or place on a map. By pinning locations, you can: - View proximity of leads or team members. - Navigate routes to these locations efficiently. - Offer location-based suggestions for strategic planning.

For more insights, see: - Planning your day's route to nearby leads and partners - Giving location-based suggestions to your team

How Geocoding Works in Vymo

Interactive Map Pinning: When you select a location directly on the map within the app, the address is instantly converted into coordinates.
Bulk Lead Uploads: If you upload a list of leads with address fields and geocoding is enabled for that module, each address is automatically transformed into a latitude-longitude pair.

This automatic geocoding ensures that all relevant geographical data is accurately captured and utilized within the app, enhancing operational efficiency and strategic decision-making.

Default behavior

Geocoding works on those fields in an attribute set that are designated as address fields. By default, the standard address fields are these:

Address line 1
Address line 2
City
State
Pin code

The process of geocoding an address to a specific location runs in the following sequence:

Search for the location using all the standard address fields.
If no match is found, remove one of the fields and search again.
Repeat the previous step till a location is found. The fallback location is the postal code. With every step, the accuracy of the location decreases as the detected area grows into an ever-widening area.

Geocoding for standard address fields

For the standard address fields, geocoding is enabled by default. You don't need to do anything further if your lead attributes or partner attributes use only these fields for addresses.

Geocoding for custom address fields

If you create your own set of address fields, and want geocoding to work, use JSON. The default JSON array, which you can use a guide for creating your custom address fields, is at Example configuration.

Use the same fields during bulk upload

The custom address fields that you create must be the same as the fields that you use during bulk upload. Otherwise, the geocoding process won't be able to validate the data and convert them into location coordinates.

You can define the geocoding criteria for each one of your modules. Only those modules that have workflows (and states) can have geocoding. Things that you can configure are these:

The address fields (custom fields)
Which of these fields are mandatory
Which of the states in a workflow contain addresses that are to be geocoded (by default, geocoding works for the first state of a lead workflow)

Before you begin

You need the following information:

At least 1 address object
At least 1 field as an attribute for the address object
At least 1 of the fields in the address object as a mandatory attribute