TABLE OF CONTENTS
You also have the option to use Auto-Sync. Instructions are here.
Start by Setting up your Locally.com Account and Providing Access to Others (If Needed)
Start by creating a Locally.com account.
Once your account is approved, login at https://www.locally.com/station/login.
Accessing the Dealer List Manager
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Removing Stores from your List
To remove a store from your list, find the retailer, right click on their name, and click “Suppress Dealer.”
This will remove this store from appearing on your Locally-powered tools.
In case you want to access records of the stores you once listed, or you want to re-add that store at a future date, Locally saves stores you’ve removed under the “Suppressed” category. To see these stores, under “Status,” filter for Suppressed/Closed.
Adding Stores to your List
Locally’s “Open StoreFront” CRM contains over 200,000 store listings globally. As a Locally partner brand, you can search and easily add any store that exists in our CRM.
To get started, click “Add New Dealers” at the top right of your dealer list view:
Search for a retailer by retailer name, city, or postal code. Remember that their shopper-facing name may be different than the name of the legal entity you bill to. Add any categories and apply an optional vendor ID so it matches with your internal CRM.
If after searching for a retailer by store name, city, state, and postal code, you cannot find the store, or the store exists but contains incorrect information, click the "submit that here" link (or submit a ticket here) and we will make that addition for you.
Updating Existing Store Listings
To have existing store information updated (for example, if a store has a new address, phone, etc.), please send in details by clicking the "submit that here" link (or submit a ticket here). Since the listing may be claimed by a retailer, and the info is shared across our platform, we verify all change requests before committing them to the database.
Editing Store Categories
If you’re like many brands, your Locally Store Locator/Product Locator may incorporate category tags to highlight different store segments.
When editing categories for stores in your dealer list view, you must use the exact “Category Tag” that Locally is using to generate the category. To see these tags, navigate to Tools & Maps > Store Categories (direct link).
Click into a category to find the `Name Used In List` field. This is the term you must enter for a store for the category to work. Do not use the “Display Name.”
Note: Category tags are case sensitive. For example, if you use the category tag `Example` our system would not recognize `example`.
To add multiple categories to a store, separate each tag with a comma, without a space: `example1,example2,example3`. In your dashboard, it’d appear like this:
When you are done entering a category, they will automatically save. Refresh your Locally-powered tools to see them take effect.
Downloading Your Dealer List
In your Dealer List Manager, click the Download CSV button at the top right. You can open this document in applications like Microsoft Office. If your goal is to make changes and then submit it to Locally for a full list replace, please contact your Locally client success team contact before proceeding. Full list replacements can be tricky - we'll make sure it's done right!
Responding to Retailer Authorization Requests
With Locally, retailers can request to be added to brand lists through their own locally.com account. For information on handling these requests, head here: Using "Relationship Manager" to process retailer authorization requests.