Creating Territories

Available in Version 4.6 and up

Kubaru can be used to assign records based on geographic territories that you define. A Kubaru Territory includes one or more boundaries, which are defined as countries, states, postal codes, and/or postal code prefixes. You can even add your own custom boundary field.

Territories are not only useful for territory-based routing. You can use territories to segment your leads, accounts, and more for reporting, filtering, and more. The territory associated with each record is written to a lookup field on the record.

It is recommended that you first create a router with the Territory Assignment method selected before proceeding with the below instructions. You can leave the router inactive for now and activate it later. This will streamline some of the process and create fewer steps as a result.

Define Territories

Follow these steps to define a new territory:

1. Navigate to the Kubaru Territories tab of the Kubaru Console.
2. In the Manage Territories subtab, click New Territory.
3. Give the territory a Name.
4. Set an Evaluation Order*. Territories are evaluated in the order that you designate.
5. Enter one or more values in the Countries, States, and/or Zip/Postal Code fields. You can enter multiple values separated by a comma or a line break. You can use an asterisk (*) as a wildcard for postal codes (e.g. 846*).
6. Click Save.

Things to keep in mind

When configuring boundaries, a comma (,) is a special token used to delineate between different values. For example, a States value of “Oregon, Washington” will evaluate as true when a lead’s state is Oregon OR Washington. If you would like to treat a comma literally it must be preceded by a backslash (\,). For example, “Washington\, DC” will evaluate as true when the value is “Washington, DC”.

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.

Latitude and Longitude Coordinates

Available in Version 4.8 and up

There may be cases where states and postal codes are not sufficient to define a territory. If so, you can use our Geolocation feature to define latitude and longitude coordinates for territory boundaries.

By default, this feature is not enabled. Please contact us at support@kubaru.io if you would like to enable it.

Once enabled, you will need to map one or more fields to Geolocation in the Object Settings tab. Once this is done, you can create or edit a territory, and will notice a new section “Refine by Geolocation” under which you can set a latitude and/or longitude line.