Apply frequencies when importing a database
When you import a database into Sidely, you can specify visit frequencies directly in the Excel file.
Steps to follow:
Add a column called "Visit frequency" to your Excel file.
In this column, enter the number of visits per year for each point of sale.
Example: If a point of sale should be visited once a month, enter 12.
Import the file using the Sidely import tool:
Open the settings by clicking ⚙️ at the top right
Select Import from file in the Import and Export section.
Validate and complete the import:
Sidely will automatically assign the visit frequency to each point of sale.
Edit frequencies with the bulk editor
If your points of sale are already saved in Sidely, you can apply or adjust frequencies directly from the platform using the bulk editor.
Steps to follow:
Filter the relevant companies:
Go to the Companies page.
Use the available filters to select the points of sale that match your criteria (by region, category, etc.) or filter on companies without a frequency (Advanced filters > Event Visit Frequency > is empty)
Select the companies:
Check the boxes of the points of sale you want to edit.
You can also use the "Select all" option after applying your filters.
Use the bulk editor:
Click Edit selection at the bottom of the page
In the window that opens, choose the Frequency property and set the type to Visit.
Apply the new frequency:
Enter the desired number of visits per year.
Confirm the changes to update all selected companies.
Tips for optimal frequency management
Refine your filters: Before bulk editing, use filters to precisely target the relevant companies.
Adapt frequencies: Make sure frequencies reflect the specific needs of your points of sale (for example, more frequent for strategic customers).
Check after editing: Review the updated companies to confirm that the frequencies have been applied correctly.
FAQ
1. What happens if I don't add a frequency during the import?
The points of sale will be imported without a frequency. You can add or edit them manually with the bulk editor.
2. Can I apply different frequencies to different groups of points of sale?
Yes, use filters to segment your points of sale by group (region, status, etc.) and apply suitable frequencies to each group.
3. Can I edit the frequency for a single point of sale?
Yes, open the point of sale's company profile and edit the frequency directly.
4. Is it possible to automate visit frequencies?
No, frequencies must be set manually or via an import file.
5. Can I export frequencies to check them?
Yes, export your list of companies with their properties, including visit frequency, from the Companies page.