What is the the Places 2.0 Feature?

The Places 2.0 feature is a great feature to display various locations or points of interest in both a list and map view layout. You can create multiple categories in which you can place your items so that your users can refine their search to access what is most relevant to them. The items within the Places feature can give your users helpful information about the places/locations/points of interest such as instant GPS directions, photos, a description, and contact information.

What are some use cases of the Places 2.0 feature?

Some use cases of this feature include:

  • If your company has multiple business locations or if your church has multiple campus locations
  • You can use this feature to showcase points of interest for a city tour
  • If you have a convention event, you can use this feature to showcase restaurants or hotels to stay at around the event

What are its primary functions and what are the steps to accomplish them?

This Places 2.0 feature provides some amazing functionality as described in the introduction, but read on to see what some of the core features are and how to set them up.

How to Add Categories

Categories are what your users will use to refine their search so that they see only the types of items they are looking for. They can be set up however you’d like according to your use case, whether that is by geographical region (e.g. Downtown, Midtown, East Village, etc.), type of establishment (Schools, Hospitals, Restaurants, etc.), type of genre (e.g. Fine Dining, Casual, Breakfast, etc.), or any others you can think of.

Step 1:  Enter Your Category Title 

Type in the first category that you want to use in the “Category Name” field.

Step 2: Click “Add Category”

Once you’ve typed in the category name that you want to use, click “Add Category”

You can edit a pre-existing category by clicking “edit”:

Or if you’d like to remove a category, just click the red “X” next to it.

How to add Items

Items are the locations or points of interest that your users will be accessing. Here’s how you add them.

Step 1: Click “Add Location”

Step 2: Enter the location’s information, including the categories under which you’d like it to appear.

Add a title, category/categories, street address, and a description.

Note: You can set the item to one or multiple categories to help your users find it when they use the filtering feature.

Step 3: Add contact information and carousel images (optional)

If you would like to add additional information and images to the location listing you can do so with the “Add Contact Information” and “Image Carousel”. 

Step 4: Add a list image

This is what will appear when your app users are looking at your items in the list view

Step 5: Click “Save Location”

Once you have entered in all of the information that you want to for the location, click on “Save Location” to add it to the list of locations in the Places 2.0 feature.

You can edit a pre-existing location by clicking “edit”:

Or if you’d like to remove a category, just click the red “X” next to it.

You can also add multiple locations at once with the CSV Template that we offer. To download this template simply click on the “CSV Template” button:

When filling out the CSV template, make sure you don’t add or remove fields to the template, or adjust their names as doing so will result in an error message when you try to import the CSV file. For the first time imports, the “ID” field should be left blank because it will be auto-populated by the plugin once the data is imported. Once you have filled out the CSV template all you need to do is click “Import CSV” and select the CSV file from your computer and all of those locations should be added to the Places 2.0 feature.

You can also download a copy of all of the locations listed in the Places 2.0 feature by clicking on “Export CSV”. This is useful for Updating existing data and migrating existing data to a new instance.

Note: For the places that need to be updated, do not remove the data from the "ID" field as this is used to determine which data will get updated.

In the event that additional data needs to be added, fill in the rest of the fields and leave the "ID" field empty, it will be added as a new entry to the plugin.


Migrating existing data to a new instance of Places 2.0

Download your existing data from the old instance using the "Export CSV" button. After the data is downloaded, open the CSV file and remove all existing ID's before uploading it to the new instance. The ID's will be auto-populated on the new plugin.

Note: If you want to make any bulk updates to your existing data, you need to do a new export using the “Export CSV” button. Then feel free to edit your data to your liking and import it back to the plugin using the “Import CSV” button. It is important to do a new export in order to avoid any potential problems that can arise because of the recent updates to the plugin.

Congratulations! You now know how to set up and utilize the Places 2.0 feature!


Places 2.0 CSV functionality enhancements how-to

Case 1: Importing locations for the first time

User needs to download the CSV template by clicking on the CSV template button

When filling out the CSV template, make sure you don’t add or remove fields to the template, or adjust their names as doing so will result in an error message when you try to import the CSV file. For the first time imports, the “ID” field should be left blank, because it will be auto-populated by the plugin once the locations are imported. Once you have filled out the CSV template all you need to do is click “Import CSV” and select the CSV file from your computer and all of those locations should be added to the Places 2.0 feature.

Few notes for filling out the CSV template:

  1. When adding a location, either the “address” or the “lat” & “lng” fields must be filled out, otherwise, the location will not be added to the plugin.
  2. The “Category” field is case sensitive, so for example “Art” & “art” will be added as two separate categories

IMPORTANT NOTICES:

Please do not reorder columns, as that will break the import.

Please do not remove Row 1 (header) because it is essential for the CSV to work properly.

Case 2: Updating existing locations

Download your existing locations from the plugin by clicking on the “Export CSV” button. After the download is done, feel free to edit your locations in any way you want.

IMPORTANT NOTICES: For the places that need to be updated, do not remove the data from the “ID” field, since it is used to determine which locations will get updated.

Please do not reorder columns, as that will break the import.

Please do not remove Row 1 (header) because it is essential for the CSV to work properly.

In case additional locations need to be added, fill in the rest of the fields and leave the “ID” field empty, it will be added as a new entry to the plugin.

If the address of the location needs to be updated, make sure to enter a new address in the “address” field and to remove the data from “lat” & “lng” fields.

Case 3: Migrating existing locations to a new instance

Download your existing locations from the old instance using the “Export CSV” button. After the locations are downloaded, open the CSV file and remove all existing IDs before uploading it to the new instance.

The ID’s will be auto-populated on the new plugin.

NOTE TO EXISTING USERS

If you want to make any bulk updates to your existing locations, you need to do a new export using the “Export CSV” button. Then feel free to edit your locations and import it back to the plugin using the “Import CSV” button. You can make edits to any field including:

  • title
  • subtitle
  • category
  • address
  • lat *
  • lng *
  • description
  • Image

(*no need to fill out these fields as they will be populated by the plugin)

However, do not make any edits to the ID field otherwise, when imported, the edited rows will be considered new entries.

Tip: When you want to bulk update existing locations via CSV, it’s always a good idea to export a fresh CSV and make updates to this newly-exported CSV, then importing this CSV into your app. This ensures your CSV has the latest location data and you can avoid some of the edge cases that can arise when making complex changes to your location data.

What are some pro tips you should know about?

Having worked with apps for years, we’ve learned a thing or two. So, to both help your app stand out and accomplish your primary goals, here are some tips you should consider.

Pro Tip 1: Use your imagination when it comes to listing locations

You can use the Places 2.0 feature for more than just buildings! Be creative with what locations you list in it!

Pro Tip 2: Use the Image Carousel for locations to show great photos of that location

While optional, we recommend that you use the Image Carousel when setting up locations. It’s a great way to showcase that location in more than one image.

In addition to this article, we recommend checking out the following related articles so that you have a better insight into how to use the system to its fullest advantage:

Still have questions? No problem! Reach out to us and we’d be happy to help :)

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