Course 5: Navigate Location Profiler

Lessons

5.1 What is Location Profiler used for, and who should use this?

Estimated Reading Time: 2 minutes

What is the Location Profiler?

Think of the Location Profiler as the definitive digital twin of your physical retail estate. Before you can build or execute a campaign, Colateral needs to understand exactly what your stores look like in the real world.

Instead of hunting through outdated spreadsheets, this tool acts as your single source of truth, housing the visual and structural data of every retail site in your network.

What is it Used For?

The Location Profiler is specifically utilized to manage and validate three core areas of your estate data:

• Structural Attributes: Centralizing core location identity details, address data, and custom profile fields.
• Physical Visuals: Housing floor plans, store images, and categorizing fixtures, features, or promotional assets unique to each location.
• Operational Lifecycles: Managing store timelines—such as active opening dates, permanent closures, or temporary renovations—to ensure marketing materials are never sent to a dark site.

When this data is properly structured, Colateral uses it to automatically calculate exactly how many posters, displays, or stock items need to go to each location, completely removing manual guesswork from your campaign workflow.

Who Should Use This?

The Location Profiler is built for precision users who handle your network's operational footprint.

• Platform Administrators & Implementation Specialists: You are the system architects. You use this tool to map fields, configure global settings, upload initial datasets, and perform validation checks to ensure platform accuracy before any campaign launches.
• Retail Operations & Marketing Planners: You maintain estate accuracy and rely on the outputs. Ops teams use the profiler to quickly update store features when a location gets renovated or changes its tier. Meanwhile, planners use this data to ensure artwork briefs and stock counts automatically align with live store profiles.

The Golden Rule: The accuracy of your Location Profiler entirely dictates the success of your campaign automation. Keep this environment clean, and your downstream workflows like Assets and Features will run seamlessly on autopilot.

5.2 Lesson: Survey & Compliance data in Location Profiler

Estimated Reading Time: 2 minutes

Connecting In-Store Reality to Campaign Verification

Once your physical retail estate is digitally mapped inside the platform, the next step is ensuring what you plan centrally is actually executed accurately on the shop floor. This is where compliance and audit data come into play.

Instead of wondering if a high-profile window display was set up correctly, Colateral connects your structural store data directly to live execution tracking through compliance surveys. This data layer bridges the gap between marketing design and real-world in-store execution.

How Compliance Data Intersects with the Profiler

Compliance tracking relies entirely on the architectural foundations you set up within the platform:

• Targeted Spaces: You can deploy up to 10 distinct operational zones or "spaces" (like store windows, front counters, or checkout lanes) across your locations.
• Dynamic Location Lists: Instead of manually sending surveys store-by-store, you can group sites into targeted location lists based on shared attributes found in your profile database.
• Tailored Questionnaires: Central teams design specific question blocks, validation criteria, and photo-upload requirements that link directly to an active campaign space.

Because these surveys are anchored to real profile data, the platform automatically determines exactly which store users need to see which questionnaire, offering a tailored view directly on their smart devices.

Who Benefits from this Data Connection?

Linking survey data to your location profiles creates a continuous loop of visibility for multiple teams:

• Central Marketing & Auditing Teams: You gain immediate, macro-level transparency. As soon as store associates submit their audits, the data flows directly back into your reporting dashboards, allowing you to validate insights and flag non-compliant locations instantly.
• Front-Line Store Associates: It removes execution confusion. Store users log in to a clean interface that displays only the specific displays, graphics, and item placements relevant to their exact store layout, making real-time verification simple and fast.

The Golden Rule: Clean profile data drives accurate field execution. When your core location lists and retail spaces match your physical network, your compliance questionnaires distribute to store teams accurately and efficiently.

Practice Guides

5.3 Setting up a Location in Location Profiler

1. Navigate to Location Profiler
2. Select Create New Location button in the top right corner.
3. Define requried details
4. • Location Name
   • Location Number
4. Click Save to create the store entry
5. Enter the Address and Key Details from the right side
6. • Address: Address lines 1-3, City/Town, Region, State, Province, Postcode/Zipcode, Country
6. Enter other data from the left side
7. • Information: Nickname, Currency, Language
   • Contacts: Site Contact, Locations Manager Email
   • Delivery Notes, Cost Codes, etc
7. Click Save in the bottom right corner

5.4 Managing Location Address details another other details

1. Navigate to Location Profiler
2. Select your target location from the location table to open its profile
3. Staring managing Address and Key Details from the right side
4. • Address: Address lines 1-3, City/Town, Region, State, Province, Postcode/Zipcode, Country
4. Start managing other data from the left side
5. • Information: Nickname, Currency, Language
   • Contacts: Site Contact, Locations Manager Email
   • Delivery Notes, Cost Codes, etc
5. Click Save to reflect new changes

5.5 Managing Features & Assets in Location Profiler

Features

1. Navigate to Location Profiler
2. Select your target location from the location table to open its profile
3. Select the Features tab and click the Add Features button.
4. Select your target Feature and choose the variable from the Options dropdown.
5. Click Save to reflect new changes

Assets

1. Once inside the target location select the Assets tab
2. Click the Add Assets button to assign to the Location
3. Define the required quantity amount
4. Click Save to reflect new changes

5.6 Adding Floorplans, Images and Documents to Locations

1. Navigate to Location Profiler
2. Select your target location from the location table to open its profile
3. Select the Floor plans tab
4. Click Upload Floor plans
5. Upload visuals from Computer
6. Click inside the visual to manage by renaming file name or assigning Tags data (for usage in Image Search)

5.7 Setting up Location Closures/Opening/Temp Closures

1. Navigate to Location Profiler
2. Select your target location from the location table to open its profile
3. Select the Status tab
4. Select the 3 dots on the right side of page to the status menu
5. Define required lifecycle dates using the menu actions:
6. • Open date: Choose your Location launch day
   • • Will remain as closed status until open date
     • Location will not be reflected anywhere within system
   • Closure date: Pinpoint your last miniute / unplanned shutdown date
   • • Location will still remain relfected within the system i.e. Campaigns
   • Permmanent closure date: Final decommissioning day on the calendar
   • • Location will not be reflected anywhere within system
   • Temporary closure: to log specific maintenance or renovation windows.
   • • • Location will still remain relfected within the system i.e. Campaigns

Location Profiler Articles for a Deep Dive