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Mapping Segments

You can view your Segments on a map using the mapping functionality. This tool provides the ability for you to view the general distribution of your Segments, Social Groups, Lifestage Groups, Target Sets and Target Groups on a map, along with other layers, such as customers and variables.

Required Inputs:

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1. In the side panel, click Mapping.

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Please wait for the mapping interface to load before proceeding. 

2. Navigate to the ribbon on the top-left corner and select Add Layer > Segments.

You have the option to build your map based on Top Segments, Lifestage Group, Social Group, by Target Set, or by Target Group

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Top Segments:
This option will allow you to map the top segments within an area. It is ranked on the total number of segment households within the area of interest. This map will default to the top 18 segments (this number can be manually edited).
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Lifestage Groups:
This option will map all of the segments by shading the segments according to their Lifestage Groups.mceclip3.png

Social Groups:
This map will display all segments by shading the segments according to their Social Group. mceclip2.png

Target Sets:
This option will allow you to map any existing target sets created in the target set builder. Each Target Group in your target set will be color-coded based on the colors you assigned to each group when they were created.

Note: In ENVISION Canada, DA level Workspaces, you can only create boundary-level maps. If you would like to output a point-level map, you will need to do so within a Postal Code workspace. 

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Target Groups:

This option will allow you to map one or more Target Groups. The map will be thematically shaded based on either the count or penetration of the households in the selected Target Group within the chosen area.

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Top Segments
3. Specify the number of segments that you would like to appear in your map in the Top N Segments field.

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Next, select the Area(s) where you would like to map your segments. Alternatively, you can use the search bar to find your area(s) of interest or create a new area by selecting Create New Area(s) tab. 

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Notes:

  • For American maps, choose to either map the segments by ZIP+4 (point level) or Block Group (boundary level). Canadian segment maps will be viewed at the postal code or dissemination area level - this is selected during the initial workspace set-up.
  • No more than 18 segments can be projected on your map at once.

4. Click Create Layer.

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5. The Style tab allows you to adjust the Colour Gradient, Outline Width, Outline Colour and Symbol Size.

Toggle between Categories and Labels to adjust the segments on your map accordingly. Customizing the names of the segments will be reflected in the legend.

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6. Click Update Style.

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7. Close the editor by clicking 'x'.

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8. The Content pane loads, allowing you to see your map layers. 

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Each layer is driven by a workflow. You can rearrange layers by dragging them up and down, projecting the layers onto your map accordingly. Click the drop-down arrow beside the segments layer to see all the segments included on the map.

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You can add additional layers to your maps, such as variables and customers.

9. Navigate to the Save Map tab and add a Title and Subtitle. Once complete, click Save. All saved maps are accessible through the Open Map tab.

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10. You can export your map using the Print tab, which also provides further customization options.

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Lifestage Groups

3. Select the checkmark next to the Area(s) where you would like to map your segments. Alternatively, you can use the search bar to find your area(s) of interest, or create a new area by selecting the  Create New Area(s) tab. Search by Name or Tags.

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Note: For American maps, choose to either map the segments by ZIP+4 (point level) or Block Group (boundary level). Canadian segment maps will be viewed at the postal code or dissemination area level - this is selected during the initial workspace set-up.

4. Click Create Layer.

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5. The Style tab allows you to adjust the Colour Gradient, Outline Width, Outline Colour and Symbol Size.

Toggle between Categories and Labels to adjust the segments on your map accordingly. Customizing the names of the segments will be reflected in the legend.

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6. Click Update Style.

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7. Close the editor by clicking 'x'.

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8. The Content pane loads, allowing you to see your map layers. 

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Each layer is driven by a workflow. You can rearrange layers by dragging them up and down, projecting the layers onto your map accordingly. Click the drop-down arrow beside the segments layer to see all the segments included on the map.

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You can add additional layers to your maps, such as variables and customers.

9. Navigate to the Save Map tab and add a Title and Subtitle. Once complete, click Save. All saved maps are accessible through the Open Map tab.

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10. You can export your map using the Print tab, which also provides further customization options.

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Social Groups

3. Select the checkmark next to the Area(s) where you would like to map your segments. Alternatively, you can use the search bar to find your area(s) of interest, or create a new area by selecting the Create New Area(s) tab. Search by Name or Tags.

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Note: For American maps, choose to either map the segments by ZIP+4 (point level) or Block Group (boundary level). Canadian segment maps will be viewed at the postal code or dissemination area level - this is selected during the initial workspace set-up.

4. Click Create Layer.

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5. The Style tab allows you to adjust the Colour Gradient, Outline Width, Outline Colour, and Symbol Size.

Toggle between Categories and Labels to adjust the segments on your map accordingly. Customizing the names of the segments will be reflected in the legend.

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6. Click Update Style.

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7. Close the editor by clicking 'x'.

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8. The Content pane loads, allowing you to see your map layers. 

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Each layer is driven by a workflow. You can rearrange layers by dragging them up and down, projecting the layers onto your map accordingly. Click the drop-down arrow beside the segments layer to see all the segments included on the map.

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You can add additional layers to your maps, such as variables and customers.

9. Navigate to the Save Map tab and add a Title and Subtitle. Once complete, click Save. All saved maps are accessible through the Open Map tab.

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10. You can export your map using the Print tab, which also provides further customization options.

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Target Set

3. Select the checkmark next to the Target Set that you would like to use for your map.

Once you have made your selection, select the checkmark next to the Target Group(s)  that you would like to include on your map.

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4. Click Next.

5. Select the checkmark next to the Area(s) where you would like to map your segments. Alternatively, you can use the search bar to find your area(s) of interest, or create a new area by selecting the Create New Area(s) tab. Search by Name or Tags.

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Note: For American maps, choose to either map the segments by ZIP+4 (point level) or Block Group (boundary level). Canadian segment maps will be viewed at the postal code or dissemination area level - this is selected during the initial workspace set-up.

6. Click Create Layer.

7. The Style tab allows you to adjust the Colour Gradient, Outline Width, Outline Colour and Symbol Size.

Toggle between Categories and Labels to adjust the segments on your map accordingly. Customizing the names of the segments will be reflected in the legend. You also have the option to adjust your Target Group names within this interface. 

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8. Click Update Style.

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9. Close the editor by clicking 'x'.

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10. The Content pane loads, allowing you to see your map layers. 

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Each layer is driven by a workflow. You can rearrange layers by dragging them up and down, projecting the layers onto your map accordingly. Click the drop-down arrow beside the segments layer to see all the segments included on the map.

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You can add additional layers to your maps, such as variables and customers.

11. Navigate to the Save Map tab and add a Title and Subtitle. Once complete, click Save. All saved maps are accessible through the Open Map tab.

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12. You can export your map using the Print tab, which also provides further customization options.

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Target Groups

3. Select the checkmark next to the Target Groups that you would like to use for your map. 

Once you have made your selection, select the checkmark next to all of the Target Groups that you would like to include on your map.

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4. Click Next.

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5. Select the checkmark next to the Area(s) where you would like to map your segments. Alternatively, you can use the search bar to find your area(s) of interest, or create a new area by selecting the Create New Area(s) tab. Search by Name or Tags.

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Click Next.

Note: For American maps, choose to either map the segments by ZIP+4 (point level) or Block Group (boundary level). Canadian segment maps will be viewed at the postal code or dissemination area level - this is selected during the initial workspace set-up.

6. Specify the Map Type and Geography Level

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7. Click Create Layer.

8. The Style tab allows you to adjust the Colour Gradient, Outline Width, Outline Colour and Symbol Size.

Toggle between Categories and Labels to adjust the segments on your map accordingly. Customizing the names of the segments will be reflected in the legend.

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9. Click Update Style.

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10. Close the editor by clicking 'x'.

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11. The Content pane loads, allowing you to see your map layers. 

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Each layer is driven by a workflow. You can rearrange layers by dragging them up and down, projecting the layers onto your map accordingly. Click the drop-down arrow beside the segments layer to see all the segments included on the map.

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You can add additional layers to your maps, such as variables and customers.

12. Navigate to the Save Map tab and add a Title and Subtitle. Once complete, click Save. All saved maps are accessible through the Open Map tab.

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13. You can export your map using the Print tab, which also provides further customization options.

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For more information about mapping functionalities, please see The Mapping Toolbar and Mapping Glossary

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