If your objective is to have larger territories for special campaigns, while not affecting regular territories currently assigned to publishers and do not wish to display the information in the S-13 or the history, then you may use the Territory name field for that purpose.
The same Territory name can be used for multiple territories. For example: Territory #001 has 40 addresses, #002 35 addresses, #003 60 addresses. Using the territory name CAMPAIGN-2023-001 for all three, would make one territory with 135 addresses, without affecting territories #001, #002 and #003.
How to setup
Step #1: Assign a territory name
From the Desktop application
Method 1
From the List menu under the Home tab
- Manually type a new territory name beside the territory number or select an existing name from the dropdown list
Method 2
From the Territories menu under the Home tab
- Select the territory number from the Search dropdown list
- Manually type a new territory name beside the territory number or select an existing name from the dropdown list
From the Web application
From the City/Category menu under the Territories tab
- Manually type a new territory name beside the territory number or you may copy/paste the name into the field
- Click on the Update button
Step #2: Print or generate a territory
From the Desktop application
From the Territories menu under the Printing tab
- Click on the Territory Name radio button
- Click the check box to select the territory name to be printed
- Click on the Print button
From the Web application
Method 1
From the Assign menu under the Distribution tab
- Click on the Territory Name radio button
- Select the territory name from the dropdown list
- Select a publisher from the dropdown list
- Check the box Generate a new list of addresses when assigning the territory
- Click on the Assign button
Method 2
From the To be assigned menu under the Activity tab
- Click on the sign to expand the Territory Name section
- Click on the blue button with the territory name
- Select a publisher from the dropdown list
- Check the box Generate a new list of addresses when assigning the territory
- Click on the Assign button
Method 3
From the All Territories menu under the Activity tab
- Scroll to the Territory Name section, located at the end of the list
- Click on the blue button with the territory name
- Select a publisher from the dropdown list
- Check the box Generate a new list of addresses when assigning the territory
- Click on the Assign button
Related articles
Applies to version 5.5.6 or later
Updated:20230226