Using Points of Interest

Prerequisites

1. You must have created and activated your account.
2. You must have a current subscription

Required time: Up to 10 minutes

In this article, we will focus on understanding and using the Points of Interest feature. If you'd prefer to follow a step-by-step video, please follow this link.

Points of Interest

Follow these options to jump to a desired section of the article. 

Creating a Points of Interest Collection

Actions Available on your POI Collection

Your POI Collection as Attributes

Exporting Point of Interests

If you'd like to understand more about Points of Interest and how they can be used for your business, read our blog.

Creating a Points of Interest Collection

Select the Search icon in the top right

Select the Points of Interest icon, and then the green Create POI Collection button underneath to launch the Build a Points of Interest Collection editor

Points of Interest Collection Editor

Your first option is to choose the type of selection you'd like to make.

Select the title of the option below to jump to the part of the help centre article that discusses it further. 

• Categories - Provides categories of POIs
• Free text - Provides the option to select an individual name or brand
• Advance selection - Provides a combination of categories and free text

Categories

As the title suggests, this option provides categories of POIs. You can select up to 50 categories, and within this option, filter each category. 

1. Search your desired categories
2. Select the X to select the category
3. Select the Add filter button if you'd like to provide a filter on the category
4. This will confirm how many categories have been selected
5. Select Show Points of Interest to confirm your collection

Free Text

1. Enter your free text option here. Each entry needs to be on a new line
2. This will confirm how many categories have been selected
3. Select Show Points of Interest to confirm your collection

Advanced Selection

1. Search your desired categories
2. Select the X to select the category
3. Select the Add filter button if you'd like to provide a filter on the category
4. Enter your free text option here. Each entry needs to be on a new line
5. Select Show Points of Interest to confirm your collection

Once you've completed your point of interest collection, you will come to the options section.

• Region - Choose the region you'd like the points of interest to appear in. This option is only available for the Countries an organisation is subscribed to
• Colour - Choose the colour you'd like the points of interest to appear as
• Name - Enter a name for the POI collection
• Save selection - Select the X to save the collection to your organisation. Only organisation admins have the ability to save the collection. Once the X is selected, select the dropdown and choose the desired organisation. If you're not an organisation admin, or just prefer to browse a POI collection, you'll be able to view the collection per session. Speak to your organisation admin if you'd like the POI collection to be a permanent layer

Once you've completed your options, select the Show Points of Interest button at the bottom. 

This will provide the points of interest on your Vision map. 

At the bottom of the map, you'll see an information pane that either provides a Success or Information message. Vision populates a maximum of 1,000 points of interest per collection. A Success message informs you that all available POIs have been populated. An Information message informs you of the number of POIs that cannot be displayed. Zoom in to view a more specific area and POI selection. 

On the left hand side, you'll see a list of the POIs that are in view on your map. Hover your mouse on the POI and the location will pulse to show you where it is. 

Actions Available on your POI Collection

A POI collection is like any other layer in Vision. It is held in the layer control and can be turned on or off by selecting the layer. 

• Select the layer name to turn the collection on or off
• Select the blue Actions button to view the actions options

• Edit selection - Brings you back into the Build a Points of Interest Collection editor. Make any necessary amendments necessary. If you're temporarily amending your POI Collection, select Show Points of Interest. If you want to make a formal change to the collection, select the Save selection button, then show points of interest. 
• Delete selection - Deletes the collection. Please note, if you're an organisation admin, this will delete the collection from your organisation
• View data - Provides the list view of the points of interest on the left hand side
• View criteria - Provides the categories and free text options given to create the collection

Your POI Collection as Attributes

Your POI Collections are available at any geography as an attribute in the information window. Simply select a geography and the information window will provide the number of POIs in the area. 

This is also available in territory creation.

Exporting Point of Interests

You can export any point of interests within a territory, region, drive zone, radius or hand drawn area. 

Select the area you'd like to export the POI Collection for and selection Actions button.

Select the new Export points of interest button in the Reports and Exports section.

This will open the new Export window. 

• If you have multiple POI Collections, select the dropdown menu and choose the desired POI collection to export
• Choose to download a file. or copy the data to your clipboard to paste somewhere 
• Select the Export button

We hope you enjoy using our new Points of Interest feature!