Skip to content

Create a Market Selection

What is a Market Selection?

  • Market Selection allows your registrants to identify themselves as a type of customer as they begin their registration process.
    • Common Market Examples
      • Residential/Home
      • Commercial/Business

  • Providing your registrants with the ability to identify themselves with a market during their address search gives you the ability to provide a more targeted user experience throughout a registration process, including:

    • Dynamic content specific to each market
    • Specific products and pricing
    • Unique surveys
    • Targeted terms & conditions
    • Exclusive Contract documents
    • Your Address, Contact, Lead, and Order records will also be filterable by the Market Selection you establish in this setting.

create_market(1).png

How to Establish your Market Selection

create_market(2).png

  1. Click the Settings link located in the left-hand rail of your Admin Dashboard.
  2. Click the Markets link located in the Settings drop-down menu.
  3. On the following page, follow the steps in Part 1 and Part 2 below.

Part 1) Create or Edit Your Market

On the following Markets page, you have two options:

  • Option 1 of 2) Create a new market
    • Click the blue New button located in the upper right-hand corner of the Markets Index to create a unique market selection.
      create_market(3).png
  • Option 2 of 2) Edit the title of a name of an existing market
    • Click the Actions button associated with the market, located in the far right-hand column of the Market Index.
    • Click in the Edit link in the Actions Drop-Down Menu to edit the details of an existing market selection.

create_market(4).png

Part 2) Establish Market Settings

  • Name
    • Create the unique name of your market.

The best practice is to use the same market name as seen on your proprietary website and marketing materials.

create_market(5).jpg

  • Default registration form survey
    • This setting is not applicable at this time. This setting will be put in place after you create your surveys.

create_market(6).jpg

  • Market Settings Checkboxes
    • Create a unique experience for each of your markets.

create_market(7).png

  1. This is a commercial market. Collect company name, title, and number of employees.

    • Checked, your Contact Information Panel form will display the following form fields:
      • First name
      • Last name
      • Email address
      • Phone number
      • Company name
      • Job title of the registrant
      • Number of employees working at the company
    • Unchecked, your Contact Information Panel form will display the following form fields:
      • First name
      • Last name
      • Email address
      • Phone number

  2. Include as a choice on address search form

    • Checked
      • This market name will display as an option for registrants to select in the Service Type drop-down menu in your address search bar.
    • Unchecked
      • This market name will not display as an option for registrants to select in the Service Type drop-down menu in your address search bar. The market will be for internal use only (only be visible in your Admin Dashboard).

  3. Globally disable bundle builder for this market

    • Checked
      • When an eCommerce experience is activated in a registration process, this market will automatically skip the eCommerce step.
    • Unchecked
      • When an eCommerce experience is activated in a registration process, this market will proceed through an eCommerce experience.

  4. Save your settings

    • Click one of the blue Save buttons located in the bottom left-hand corner of the New Market section of the page.

create_market(8).png

Click here to continue to Select Your Webpages