Groups and Cadences

In Map My Customers, Groups are the tool that can be used to segment data and share records with members of your team. 

Records can be put into groups to give sales people access to see and edit customer information. By default, users can only see what information they have added, but when a group is shared, any recipients will gain access to records in that group.

Groups can also be used to create segments of customers. You could create groups for all Companies of a certain tier, people in a specific region or deals closing this quarter. This allows for easy filtering and reporting. 

Click Here to read about Groups on Mobile.

To Access Groups:

1. Select "Map" from the Navigation Bar
2. Click on Groups in the left side navigation bar (Bucket Icon) 
3. Select which type of Groups you would like to see - Companies, People, or Deals from the popup 

Creating Groups:

You can create Groups from Group Map or List View. Groups can only contain one type of Record at a time.

To create a Group on the Map: 

1. Click on Groups in the left side navigation bar (Bucket Icon) 
2. Select which type of Group (Companies, People, or Deals) you would like to create from the popup 
3. Click “Add Group” in the top right corner of the popup for the respective object
4. Enter a name for the new Group
   
   
5. Select a Group color, assign a cadence, or share the records with an MMC user on your team directly from the pop  
6. Click the blue “Create Group” button at the bottom of the pop-up - select if you would like to: 

• • Create group only 
  • Create and select pins
    

To learn more about this option, see the “Add records to Groups” section below 

Add Records to Groups:

Once a Group is created, you can begin adding Records to it. Records can be added to Groups from both the Map and List View. To learn more about adding records to Groups via the List View, view the Using List View article here. 

To add pins to a Group through “Create and select pins” upon Group creation:

1. Follow Group creation instructions above - on step 6, choose the “Create and select pins” option from the Create Group dropdown
2. The Lasso tool will appear - use the lasso to grab pins in bulk that you would like to add to the new Group 
   
   
   
   
3. Click individual pins on the map and hit the blue “Add to Selected” button to add any records that may have been missed by the lasso (Note: Records can always be manually added to the Group after creation!)
   
   
   
   
4. Use the red remove icon in the List View on the right side of the screen to remove any records from the selected pins
   
5. Select the blue “Add to Group” button in the upper left corner of the page to successfully save adding these records to the newly created Group

To add pins to a Group through the Lasso Tool:

1. Click the Lasso icon from the toolbar on the right side of the Map
   
   
2. Use the Lasso tool to circle the desired pins for the Group
   
   
   
   
3. Click “Add / Remove” in the top left corner of the page. Select “Add to / Remove From Groups
   
   
   
   
4. Using the “Select Group(s)” dropdown, choose the Group(s) from the list that you would like to add the records to. If you would like to create a new group to add the records to, use the blue “Create new Group” hyperlink below the dropdown menu and follow the creation instructions above
   
   
   
   
5. Click the blue “Apply” button to complete the changes 

To add an individual record to a Group:

1. Select the pin on the Map that you would like to add to a Group. From the pin preview click the name of the record to open the Record View side panel
   
   
   
   
2. At the top of the side panel there is a section called “Groups. If this record is currently in any Groups, the names of the Groups will be listed here. If this record is not currently in any Groups, the section under the word “Groups” will read “No Groups” 
   
   
   
3. Hover your cursor under the “Groups” section to access the dropdown list of existing groups. Select the Group you would like to add the record to from the list. 
   
   
   
   
4. Click the blue check mark next to “Update Groups” to save these changes 

View, Edit, or Delete Groups:

You can view your Groups both plotted geographically on the Map or in a List View from the Map page. From Group View, you can also easily edit or delete your Groups. 

To view Groups:

1. Click on Groups in the left side navigation bar (Bucket Icon) 
2. Select which type of Group (Companies, People, or Deals) you would like to view from the popup 
3. Scroll through the list of groups or search for the name of the Group you would like to focus in on
   
   
4. Click the Group you would like to view. The pins in the selected Group will plot on the map in the center of the screen. A sidebar will appear with additional information about the Group as well as a List View of the records in this Group 

Note: Records will appear on the map based on the Group Color - not off of the individual record color or the color selected within Pin Settings 

To view all records not in the Group overlayed on the map, use the “Show Other Companies” toggle in the bottom left corner of the Map

To edit Group details:

1. Open the Group you would like to edit using the View Group instructions above 
2. On the sidebar on the right side of the screen, click the blue “Edit Group” button
   
   
   
3. Use the free text Group Name field to edit the name of the Group
4. Use the color pallet selections to change the Group Color 
5. Use the “Assign Cadence” toggle to apply a cadence to this group

To learn more about cadences, please view the Cadence portion of this article below 

1. To save edits made to the Group, click the blue Update Group button in the bottom right corner of the side panel 

To remove records from a Group:

1. Open the Group you would like to edit using the View Group instructions above 
2. Select the record you would like to remove from the Group on the map 
   
   
   
3. Click the red “Remove from Group” button on the pin preview 

To delete Groups:

1. Open the Group you would like to delete using the View Group instructions above 
2. On the sidebar on the right side of the screen, click the blue “Edit Group” button
3. Click the red “Delete this group” button from the bottom of the side panel to delete this group

Note: Deleting a Group will NOT delete the records within the Group. Deleting a Group may impact some Team Members data visibility if records as shared via Groups 

Cadences:

Our Cadence feature lets you define the number of days you wait until you follow up with your Companies and People. After setting a Cadence, you can easily visualize which of your customers are in and out of Cadence on the Map or List view using Filters or Pin Colorization. Tracking Cadences allows you to stay on top of interactions with your points of interest, ensuring that nothing slips through the cracks.

Cadence Management is only available for Company and Person Records. Navigate to the Group portion of the Map to begin managing your Cadence. 

To add a Cadence when creating a Group:

1. Follow the “To create a Group on the Map” instructions above to step 5
2. Turn on the “Assign Cadence” toggle. Two new fields will appear  - “Cadence in days” and “Select which activity types fulfill cadence”
3. In the “Cadence in days” field, fill out how many days a record in this Group can be considered “In Cadence” without an Activity logged 
• i.e. Tier A accounts should have an Activity logged every 30 days and Tier B accounts every 60 
4. In the “Select which activity types fulfill cadence”, indicate if there are only certain Activities types that should reset the cadence 
• i.e. Only in person interactions of Visit, Lunch or Meeting should reset the cadence - sending an Email or making a phone call should not reset the Cadence 
  
  
  
5. Click the blue “Create Group” button at the bottom of the pop-up to save the Group with the Cadence automatically applied 

To add a Cadence to an existing Group:

1. Navigate to Map > Groups (Bucket icon) and select Companies or People from the object tabs at the top of the pop up depending on where you would like to add the Cadence 
2. From the list of Groups, select which Group you would like to add a Cadence to 
   
   Note: Groups that already have a Cadence assigned will have a red timer and cadence days next to the Group Name
   
   
   
3. In the Group List View side panel on the right side of the screen, click the blue “Edit Group” button 
4. Turn on the “Assign Cadence” toggle. Two new fields will appear  - “Cadence in days” and “Select which activity types fulfill cadence”
5. In the “Cadence in days” field, fill out how many days a record in this Group can be considered “In Cadence” without an Activity logged 
   
   i.e. Tier A accounts should have an Activity logged every 30 days and Tier B accounts every 60
   
   
6. In the “Select which activity types fulfill cadence”, indicate if there are only certain Activities types that should reset the cadence 
   
   i.e. Only in person interactions of Visit, Lunch or Meeting should reset the cadence - sending an Email or making a phone call should not reset the Cadence
   
   
7. Click the blue “Update Group” button in the button right corner of the side panel to save the newly applied Cadence 

Note: Any Group with a Cadence applied will include a banner with Cadence details on the right-side panel when viewing the Group

To visualize records by Cadence Status on the Map:

1. Navigate to the Map using the general navigation bar at the top of the page
2. From the left navigation bar, choose the Pin Settings icon 
3. Use the “Set pin color” dropdown for the object of your choice (Company, People or Deals) and select the “Cadence Status” option from the drop-down list
   
   
   
4. Records on the Map will automatically update in color based on the following color scheme
• Red = Out of Cadence - Record is falling outside the Cadence timeframe and an activity has previously been logged for this record
• White = Upcoming / Within Cadence - Record is falling within the Cadence timeframe
• Grey = No Cadence / No Contact - Record is not in a Group with a cadence attached or no Activities have been recorded for this record
  

To Filter records by Cadence Status on the Map:

1. Navigate to the Map using the general navigation bar at the top of the page
2. Using the Quick Filters, select the Cadence Status selection 
   
   
   
3. Choose from the dropdown whether you would like to see records where Cadence Status:
   
   Is overdue - Record is falling outside the Cadence timeframe and an activity has previously been logged for this record
   Is not overdue - Record is falling within the Cadence timeframe 
   No cadence or no contact - Record is not in a Group with a cadence attached or no Activities have been recorded for this record 
   Custom - Will redirect you to the Standard Cadence Filter to make specifications around the # of days over cadence i.e. Filter by Records that are 30 days or more over
   
   
4. Applying one of the above Filters will then provide a Map view that is displaying only the records of the specified Cadence Status