Work the whole boundary
Use the full selected area when the campaign should cover that territory. Keep the location and selected service area attached to the campaign instead of maintaining an unrelated address list.
Select thousands of homes. Sell at the door.
Turn a service territory into a structured door-to-door campaign. Build the property list with geographic boxes and boundaries, equip representatives to record each visit and sell directly through your service catalog with the campaign and representative attached.
Choose the territory, then define the streets to work.
Open the map for a location you are allowed to access and use search, navigation and geographic filters to find the area. Choose a boundary, route or boundary group from the service areas your business uses.
Review the selected territory and existing campaigns before building the next campaign. The starting point is a defined service opportunity your organization can plan around.
Explore Geography and Service AreasDraw an exact campaign area
Create a custom polygon for a particular neighborhood or group of streets. Add, move and delete points, close the polygon and edit the shape. Undo or clear the drawing when refining the area.
Match the opportunity to the service
A campaign can support the services your company offers across its configured industries. The geographic selection defines where representatives will work; the available offers define what they can sell.
Build the campaign without assembling every address by hand.
Build a list of potential addresses and mapped property areas from the selected territory. Large areas are handled in batches, with campaign-size estimates and processing progress available while the property list is built.
Review the resulting property list
Follow the estimated completion, retry failed processing and save the campaign results. Review the resulting properties before asking the field team to work the area.
The resulting list gives the campaign a defined collection of homes, with geographic information that supports the activity recorded at each door.
- Refine the approach point
- Adjust the front-door or approach location to reflect how a representative reaches the property. Better alignment makes the property details more useful during the campaign.
- Correct the property shape
- Adjust dimensions, bearing and position. Create or refine a custom polygon when the generated shape needs to match the actual property more closely.
- Preview and save the refinement
- Preview changes, reset a property when needed and save the adjusted mapped property area. Suitable changes can also be applied across the campaign.
The campaign in the field
Know what happened at each door.
Representatives use the dedicated branded Outreach portal to start and stop campaign runs. With location permission, the supported field workflow can detect or confirm property entry and exit and track time at the door.
Mark a property as knocked, add notes and record the outcome while the conversation is still current. The campaign retains the property, activity and response together.
Give the next action a clear basis.
- No contact made
- Record Not home or No answer, rather than leaving an unvisited-looking property without explanation.
- A response to the approach
- Record Refused or Left door hanger with the relevant notes, retaining what happened at that address.
- A conversation to continue
- Record Callback requested when the homeowner wants follow-up. The property and campaign details remain available with the outcome.
- A sales result
- Record Converted and retain the representative's attribution as interest becomes the customer and order relationship.
Review total, visited, converted and pending counts to understand the campaign's progress.
Turn the doorstep conversation into an attributed order.
When a homeowner is interested, the representative selects the displayed services and, where enabled, packages or contracts. The sale stays in the configured commerce workflow used by the business.
Review the selected offers
Separate one-time, recurring, package and contract totals make the selection understandable. The outreach view totals the displayed catalog amounts, giving the representative the price details for the selected offers.
Services requiring a fuller property assessment can continue through the appropriate quote and office workflow.
Create the customer and order
Capture the customer's name and email, with an optional phone number. The workflow creates the customer at the campaign's location and a pending order with the selling representative recorded, for the office to follow up and invoice.
After order creation, the representative can return to the campaign map and continue working the selected properties.
Give the office a connected handoff
The office receives the customer and pending order with the selling representative recorded. It can continue with the appropriate invoicing, scheduling and fulfillment steps using those connected sales details.
The order's pending status makes the remaining office work clear.
Keep the source of the sale when the work reaches the office.
The campaign and representative remain attached to the sales activity and resulting customer and order records. Property visit outcomes and time-at-door records provide a basis for reviewing the effort behind those opportunities.
The business can connect the field-sales channel to the service relationship that follows, rather than asking representatives to reconstruct each conversation at the end of a run.
Review the campaign's working progress
Use the recorded visited, pending and converted counts together with individual property outcomes. Notes help the office understand whether the next step is a callback, a sales follow-up or no further action from the recorded visit.
Retain the customer relationship
The new customer belongs to the campaign's operating location. Subsequent orders, invoices, service and support use that established identity and property details.
Explore Customer ManagementGive representatives the relevant access
The branded portal can be limited to authorized field-sales roles. Map access, campaign processing and location-assisted features follow the relevant service configuration and device permissions.
Make territory outreach part of the business you already run.
Build campaigns from operating geography, sell your configured offers and retain the field-sales source through the resulting customer and order. The feature supports your service catalog across the industries your operation serves.
Outreach is a separate paid module and is not included in the four software plans. Building property lists requires connected map and address services. Location assistance requires a supported browser, a secure connection and permission.