Service Areas allow you to create custom geographical area codes to assign to grants, funds, profiles, donations, and campaigns. You can assign a custom group of city/state/province combinations to a service area.
Setting the city/state/province does not add any profiles, donations, or grants to the service area. It also does not allow for reporting just because the city/state/province matches on the profile/donation/grant. Filtering only works if the service area is set on the record, which can be done during the import of the profile/donation/grant. Service areas can be deleted or archived, and they can be set in bulk from custom reports.
Create a Service Area
- Navigate to the Service Areas page and click Create in the left-side menu.
- Enter the service area name, and then click Create.
- Click Add City/State (or Province) in the left-side menu.
- Enter a city and state/province for the defined area, and then click Add.
- Click Edit in the left-side menu.
- Enter the Public Name, and then click Save.
- If the service area public name is entered, it will display on the Giving Hub in place of the service area name.
- If the service area public name is entered, it will display on the Giving Hub in place of the service area name.
Delete a Service Area
- Navigate to the Service Areas page.
- Click the ID of the service area to be deleted.
- Click Delete in the left-side menu.
- Click Yes, Delete Service Area.
- To re-assign the objects to a new service area, click the Re-Assign to drop-down menu and select the new service area.
- To re-assign the objects to a new service area, click the Re-Assign to drop-down menu and select the new service area.
Archive a Service Area
- Navigate to the Service Areas page.
- Click the ID of the service area to be archived.
- Click Archive in the left-side menu.
- Click Yes to Confirm Archive Service Area.
Unarchive a Service Area
Archived service areas can be unarchived for continued use.
- Navigate to the Service Areas page and click List Archived in the left-side menu.
- Click the ID of the service area to be unarchived.
- Click Un-Archive in the left-side menu.
- Click Yes to Confirm Unarchive Service Area.
Bulk Update Service Areas
Service areas can be set in bulk from Custom Reports. Service areas can also be set on grants in bulk from the Grants page.
Custom Report
- Navigate to the Reports page and click Create Report in the left-side menu.
- Click Profile in the Custom Reports Objects column.
- To bulk update service areas for grants, use the Grants report object.
- To bulk update service areas for grants, use the Grants report object.
- Select the applicable Profile Fields boxes, then click Save.
- Make sure Profile ID is one of the selected fields.
- If using a Grant object report, make sure Grant ID is one of the selected fields.
- Click Filter.
- At least one filter must be applied to bulk update service areas.
- At least one filter must be applied to bulk update service areas.
- Click the applicable Filter.
- In this example, City is selected.
- In this example, City is selected.
- Enter/select the filter details, and then click Apply Report Filter.
- In this example, Bozeman is entered as the Character Value.
- In this example, Bozeman is entered as the Character Value.
- Click Bulk Actions in the left-side menu, and then click Set Service Area.
- Select a Service Area.
- Check the boxes for the profiles to be added, and then click Set Service Area.
- Click Yes to Confirm Set Service Area.
Grants Page
- Navigate to the Grants page and click Set Service Area in the left-side menu.
- Select the service area from the drop-down menu, check the boxes for the grants to be added, and then click Set Service Area.