Creating Territories ​
Territory routers can assign records based on the geographic territories you define. Territories can be defined based on countries, states, zip/postal codes, and other boundaries.
Follow these steps to define a new territory:
Select Kubaru from the App Launcher menu.
Click the Territories tab in the navigation menu.
Click on a Territory Group.
Click the New Territory button.
Enter a name in the Territory Name field (e.g., “US Midwest”).
(Optional) Change the Evaluation Order. Note: records are evaluated against territories in order starting with 1.
Select one of the following Territory Type options:
| TERRITORY TYPE | DESCRIPTION |
|---|---|
| Countries | Define territory boundaries based on countries. For example, you might create a territory named “Scandinavia” that includes the countries of Sweden, Norway, and Denmark. |
| States | Define territory boundaries based on states. For example, you might create a territory named “New England” that includes Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. |
| Zip/Postal Codes | Define territory boundaries based on zip/postal codes. For example, you might create a territory named “Downtown Chicago” that includes 60601, 60602, 60603, and 60604. Tip: use an asterisk ( *) as a wildcard to simplify zip/postal codes entries. For example, entering 970* will match any zip/postal code starting with 970 (e.g., 97006, 97020, etc.). |
| Other | Define territory boundaries based on any other standard or custom field (e.g., county, city, etc.). Note: See Territory Object Mappings for instructions on how to map “Other” to a specific field. |
| Mixed | Define territory boundaries based on any combination of the above. Note: This option is only visible if you have enabled Use AND Logic For Territory Boundaries (beta). This setting can be found in Admin > Settings > Advanced > Beta Features. |
Enter one or more values in the Countries, States, Zip/Postal Code, and/or Other fields. You can enter multiple values separated by a comma or a line break.
Click Add Members to select one or more users to assign to the territory.
Click Save.
Keep in mind
Commas are used to separate different territory boundaries (e.g., “Oregon, Washington, California”). To enter a territory boundary that includes a comma (e.g., “Washington, DC”), you can type a backslash before the comma (e.g.,
Washington\, DC).You can edit territories in MS Excel using the import/export feature.
You can enable the Territory Geolocation feature to define territory boundaries using latitude and longitude coordinates.
Any territories that you create will automatically be synced into a skill group called “Kubaru Territories”, which can be used in your skill-based routers.