Allocate using Locations

Created by Ivy Thompson, Modified on Fri, 14 Jun, 2024 at 1:18 PM by Ivy Thompson

You can allocate by Locations. This method is recommended only if allocating a small group of Locations in a Campaign as a one off. 


Location Lists or Features are suggested if you have an assigned group to allocate in every other Campaign sequence.


Roles required

Admin role - Full access

Superuser - Reduced access - Cannot delete and download



1. Inside the Campaign go to 'Allocations' tab. You'll see a list of all Elements previously added. Select an Element to start allocating. 





2. The two ways of allocating by locations is using Individual Locations or Location Lists. (Location lists can be used to identify groups of Locations. To create location lists go to Admin > Location Lists) 


3. Allocating Locations individually is also an option. To Learn more about creating and managing Location Lists follow this link Location List - Creating and Managing



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