You can optionally choose to do an 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 your Store List
Please do not use Internet Explorer for this.
Once you’re logged in to your account, navigate to Retailers and select Manage your Dealer List.
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 100,000 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, submit a ticket and we will make that change for you.
Editing Store Categories
If you’re like many brands, your Locally Store Locator/Product Locator incorporates categorization to refine or highlight certain store results.
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.
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 the Retailers > Manage Your Dealer List, your dealer list will load.
Click the Download CSV button at the top right. You can open this document in applications like Microsoft Office.
Responding to Retailer Authorization Requests
This feature is coming soon!
With Locally, retailers can request to be added to brand lists through their own locally.com account. When this feature is available, we will update instructions on approving/denying retailer requests.