We are bringing more of our local event invites into Gainsight to deliver a more personal invite to our customers. One hurdle we’ve run into is how to filter these customers by location. For example, we have their corporate address in Salesforce/Gainsight and want to invite all customers with offices in the Bay Area to an event. Filtering by State isn’t really practical since CA locations could still be many hours away, but neitheir is including ALL cities that make up the Bay Area. We do utilize regions, but they don’t always line up with the same ‘region’ we’re looking for with a specific event. In an ideal world, I’d love to be able to set a filter for City/Full Address <=50 miles of San Francisco and have it pull in all accounts that meet that criteria!
Ability to filter for accounts with X miles of a certain city
+3
+9Love this idea!
To add on:
When I worked at a marketing company, we used a database of the US Census bureau’s MSA codes, which allowed us to select a city, and on the back end the system was looking up the associated zip codes. It wasn’t perfect, but it allowed for us to account for the fact that a circle does not accurately capture all the people who would consider themselves part of a city :-)
When we expanded to the UK, I found us a similar database of postal codes, so this sort of resource does exist beyond the US, but it would likely be a country-by-country effort.
+2Check out this other thread where a solution was offered by a Gainsight admin using Excel macros: https://community.gainsight.com/cs-ideas-21/geolocation-support-4485
+5We’ve tried to do this for all accounts relating to events in their area on an ongoing basis but Zip Codes aren’t perfect when talking about sending messaging about the closet event (e.g. is a given account closer to Boston or NYC?) . Back when I used GIS, this could be done with Thiessen polygons and the underlying street address data.
My idea to use what we have today would be to build a custom object that would act as a lookup reference for each postal code or whatever location value that would make sense.
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