Mapping Customers

You can view your customers on a map using the mapping functionality. This tool provides the ability for you to view the general distribution of your customers, add customer layers, along with the ability to create custom map outputs. 

You can create the following Customer Maps:

Customer Dot Maps: A visual representation of where customers are coming from; shows the geographic extent of the customer file (best for files with overlapping points), along with the ability to overlay graduated circles representing customer density. 
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Customer Thematic Maps: 
A visual representation of geographic areas with high/low concentrations of customers (Map Count or Map % Penetration).
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Customer Heat Maps: A visual representation of high/low concentrations of customers based on customer density; shows how far from a location the concentration of customers increases or decreases.
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Below you will find a summary video (14:56) that covers mapping keystrokes and a description of the functionality. This video will teach you how to create dot maps, thematic maps and heat maps of imported customer files.

Inputs Required:

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Customer Dot Maps
1. In the side panel, click Mapping > Customers

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Please wait for the mapping interface to load before proceeding. 

2. In Step 1 - Select an Area of Interest, click Select.

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3. Select an area that you'd like to use by clicking the check mark next to it. Ensure that the area you select contains enough customers to create a meaningful map. 

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4. Click Continue.

5. In Step 2 - Select a Customer File, click Select.

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6. Select a customer file that you'd like to choose by clicking the check mark next to it. Once you have made your selection, click Continue

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7. Specify the Map Type, Renderer Type and Scope.

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  • The Map Type can be either:
    • Map Count which will create a map based on the count of the customers - select this option to produce a customer dot map
    • Map % Penetration which will create a map based on the penetration of the customers in the specified geography
  • The Renderer Type dictates the type of map that will be created. Select Graduated Circle Map to create a customer dot map. Circles will be placed within the selected level of geography, sized according to the count of customers.
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  • The Scope refers to the extent of the map being created. You can choose either:
    • Area(s) of Interest if you wish to constrain your thematic to just be within your area of interest
    • National if you wish to have the thematic map include values held in the entire country (the color/colour theme will go beyond the area(s) of interest)

Note: If you choose the Area(s) of Interest option, you may find that some geographies that cross the border of your Trade Area are unexpectedly shaded or not shaded. This is due to how the map is created. It is based on the centroid of the geography. If the centroid falls within your Trade Area, that geography is included. If the centroid falls outside of your Trade Area, that geography is excluded. If you wish to avoid it, you can either choose the National option or experiment with the Trade Area and/or the level of geography chosen.

8. In Step 3 - Select a Geographic Level, select the geographic level you wish to shade based on the customer count. For ENVISION Canada Workspaces, select Forward Sortation Areas, for ENVISION USA Workspaces, select Block Groups. This list is zoom-dependent, meaning that the view will change depending on how far zoomed-in or out your map is. 

ENVISION Canada Workspaces                 
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ENVISION USA Workspaces
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9. Click Create Map.

The map draws, placing dots that correlate to the number of customers found within each boundary. You can change the ranges, colors/colours and overlay options in Step 4 - Advanced Options

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11. Click Create Map once you have made any necessary adjustments. 

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12. You can change your map output in Step 5 - Printing Option pane. Select an output format from the Format list and click Print Map

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Navigate to the Results page to view your map. 

Customer Dot Map
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Customer Graduated Dot Map
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Customer Thematic Maps
1. In the side panel, click Mapping > Customers

D306F6D0-22CA-4240-907A-D965CA1144F3.GIF
Please wait for the mapping interface to load before proceeding. 

2. In Step 1 - Select an Area of Interest, click Select.

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3. Select an area that you'd like to use by clicking the check mark next to it. Ensure that the area you select contains enough customers to create a meaningful map. 

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4. Click Continue.

5. In Step 2 - Select a Customer File, click Select.

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6. Select a customer file that you'd like to choose by clicking the check mark next to it. Once you have made your selection, click Continue

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7. Specify the Map Type, Renderer Type and Scope.

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  • The Map Type can be either:
    • Map Count which will create a thematic based on the count of the customers
    • Map % Penetration which will create a thematic based on the penetration of the customers in the specified geography
  • The Renderer Type dictates the type of map that will be created. Select Graduated Colour Map (sometimes also referred to as a choropleth map). The map will shade the selected level of geography based on the number of customers found within.
  • The Scope refers to the extent of the map being created. You can choose either:
    • Area(s) of Interest if you wish to constrain your thematic to just be within your area of interest
    • National if you wish to have the thematic map include values held in the entire country (the color/colour theme will go beyond the area(s) of interest)

Note: If you choose the Area(s) of Interest option, you may find that some geographies that cross the border of your Trade Area are unexpectedly shaded or not shaded. This is due to how the map is created. It is based on the centroid of the geography. If the centroid falls within your Trade Area, that geography is included. If the centroid falls outside of your Trade Area, that geography is excluded. If you wish to avoid it, you can either choose the National option or experiment with the Trade Area and/or the level of geography chosen.

8. In Step 3 - Select a Geographic Level, select the geographic level you wish to shade based on the customer count. This list is zoom-dependent, meaning that the view will change depending on how far zoomed-in or out your map is. 

ENVISION Canada Workspaces                 
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ENVISION USA Workspaces
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9. Click Create Map.

The map draws, shading select levels of geography based on the number of customers found within each boundary.

You can change the ranges, colors/colours and overlay options in Step 4 - Advanced Options

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11. Click Create Map once you have made any necessary adjustments. 

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12. You can change your map output in Step 5 - Printing Option pane. Select an output format from the Format list and click Print Map

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Navigate to the Results page to view your map. 

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Customer Heat Maps
1. In the side panel, click Mapping > Customers

D306F6D0-22CA-4240-907A-D965CA1144F3.GIF
Please wait for the mapping interface to load before proceeding. 

2. In Step 1 - Select an Area of Interest, click Select.

mceclip1.png

3. Select an area that you'd like to use by clicking the check mark next to it. Ensure that the area you select contains enough customers to create a meaningful map. 

mceclip2.png

4. Click Continue.

5. In Step 2 - Select a Customer File, click Select.

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6. Select a customer file that you'd like to choose by clicking the check mark next to it. Once you have made your selection, click Continue

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7. Click the Table of Contents icon mceclip15.pngin the top ribbon.

8. Navigate to the Customers tab and click the symbol beside the customer file that you would like to use.

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9. The Customer Style Editor loads, select the Heat Map radio button and specify the Weight Field. The Weight Field is the attribute that is to be mapped, this may also be a consumption variable.

You can adjust the Heat Low, Heat Medium and Heat High colors/colours, along with the Blur Radius

Note: Zooming in and out will also change the heat map rendering, as the density will be recalculated each time the maps extent changes. Heat maps use a dynamic method, which is specifically useful for viewing the distribution of data within a particular area. 

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Low Blur Radius

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High Blur Radius
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10. Click Save once updated. 

11. You can further specify the Map Type, Renderer Type and Scope to create an Advanced Customer Heat Map - a customer thematic map at the DA level with an additional heat map layer.

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  • The Map Type can be either:
    • Map Count which will create a thematic based on the count of the customers
    • Map % Penetration which will create a thematic based on the penetration of the customers in the specified geography
  • The Renderer Type dictates the type of map that will be created. It can be either:
    • A Graduated Colour Map (sometimes also referred to as a heat map or a choropleth map) that will shade the selected level of geography based on the number of customers found within.
    • A Graduated Circle Map will place circles within the selected level of geography, sized according to the count of customers
  • The Scope refers to the extent of the map being created. You can choose either:
    • Area(s) of Interest if you wish to constrain your thematic to just be within your area of interest
    • National if you wish to have the thematic map include values held in the entire country (the color/colour theme will go beyond the area(s) of interest.

Note: If you choose the Area(s) of Interest option, you may find that some geographies that cross the border of your Trade Area are unexpectedly shaded or not shaded. This is due to how the map is created. It is based on the centroid of the geography. If the centroid falls within your Trade Area, that geography is included. If the centroid falls outside of your Trade Area, that geography is excluded. If you wish to avoid it, you can either choose the National option or experiment with the Trade Area and/or the level of geography chosen.

12. In Step 3 - Select a Geographic Level, select the geographic level you wish to shade based on the customer count. This list is zoom-dependent, meaning that the view will change depending on how far zoomed-in or out your map is. 

ENVISION Canada Workspaces                 
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ENVISION USA Workspaces
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13. Click Create Map.

The map draws, shading select levels of geography based on the number of customers found within each boundary.

You can change the ranges, colors/colours and overlay options in Step 4 - Advanced Options

mceclip5.png

14. Click Create Map once you have made any necessary adjustments. 

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15. You can change your map output in Step 5 - Printing Option pane. Select an output format from the Format list and click Print Map

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Navigate to the Results page to view your map. 

Customer Heat Map
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Advanced Customer Heat Map
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