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Precincts

  • Updated

The Precinct module allows you to define specific geographical areas on a map that represent the regions serviced by your office. Once a precinct is created, you can search for contacts or properties within that area and send targeted bulk communications. This tool is ideal for focused marketing campaigns and generating location-based reports on contacts and properties.

Contents:

Creating a Precinct

1. Navigate to Properties > Precincts
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2. This will then populate a map centred on the office location. However, you can navigate to the desired location on the map to draw the precinct
3. Once the precinct has been defined, you are then able to enter the name and select the visibility settings (All Staff, a team, or a specific staff member)
4. Click on Save Precinct
5. This will add the precinct, where you can Delete or Edit on the right-hand side
6. Once added, all properties/contacts within your database located within the defined precinct will be linked
A property can belong to multiple precincts (e.g., overlapping precincts).

Where can you utilise a precinct once added

  • Property searches
Properties > Find Property
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Properties > Filter Properties
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  • Contact search via Property Owner or Tenants
Contacts > Filter Contacts
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  • Bulk Communication via Property Owner or Tenants
eMarketing > Email Communicator
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eMarketing > SMS/TXT Communicator
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  • Precinct Report
1. Navigate to Reports > Precincts
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2. Select the Precinct from the dropdown > Click Submit
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3. This will generate the precinct on the map below with all properties located within your database. We also provide a list of these properties with the ability to click View on the right-hand side to view the property card
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Additional information

Once a property is added to your database, its map location is automatically applied. These map locations are defined based on the property address when added. If a property does not show within a precinct, this could be due to the incorrect map location applied.

This can be updated by following the steps below:

1. Navigate to the example property

2. Select the Other tab > Map

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3. This will then show the property's current map location and advise if it is located in a current precinct

4. If the map location is incorrect, you can simply drag and drop the red pin to the correct location to update it

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