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Step-by-Step Guide to Creating Regions to Assign Users, Store Locations and Offers
Why would I need to create regions?
If you have many store locations you will be able to assign offers to a region instead of to each individual location. You may also want to assign a manager to a region and s/he will be the regional manager for all the stores assigned to that region.
Step 1: Navigate to Regions
- Log in to your CloseDeal merchant account.
- Go to the “Regions” section in the dashboard.
Step 2: Create a New Region
- Click on the “Create New Region” button to start setting up a new region.
- Name: Enter a name for the region. This should reflect the geographic area or group of stores it represents.
- Example: “Northwest Region”
- Description: Provide a brief description of the region.
- Example: “Covers all stores located in the Northwest area, including cities such as Seattle, Portland, and Spokane.”
- Save Region: Click on the “Save” button to finalize the creation of the region.
Step 3: Associate Store Locations to the Region
- After creating the region, go back to the “Store Locations” section.
- Edit each store location you want to associate with the new region.
- In the store location settings, select the appropriate region from the dropdown menu.
- Save the changes for each store location.
Step 4: Assign a Regional Manager
- Go to the “Users” section in the dashboard.
- Click on the “Add User” or “Create New User” button to add a regional manager.
- User Information:
- Name: Enter the full name of the manager.
- Email: Provide the manager’s email address.
- Phone Number: Enter the manager’s contact phone number.
- Role: Assign the role of “Regional Manager” to this user.
- Region: Select the region that this manager will oversee from the dropdown menu.
- Store Locations: Optionally, select the specific store locations that are under this manager’s jurisdiction if needed.
- Invite Check the box at the top right corner and the user will receive the information to install the Merchant App and sign in to the account.
- Save User: Click on the “Save” button to finalize the manager’s information and role assignment.
Step 5: Create Offers for Regions or Individual Stores
- Go to “My Offers” or in the Dashboard tap the + beside “Offers”.
- Choose to create a new offer.
- In the Choose Store section: select whether the offer applies to individual stores and/or regions.
- For region-wide offers, select the appropriate region from the dropdown menu.
- For store-specific offers, select the individual store location(s).
- Complete Offer Details: Fill out the offer details, such as title, description, discount, validity period, and any other relevant information.
- Set the offer Online or offline as desired.
- Save Offer: Click on the “Save” button to finalize the offer.