Configuring Business Profiles and Location Groups

Business profiles allow you to integrate your physical brick-and-mortar locations and online stores into the dashboard. Setting up this data correctly ensures that customer transactions, store visits, and localized wallet pass push notifications are accurately tracked and attributed across your entire brand.

Key Takeaways

• Optimizing Location Records: Newly created accounts typically contain an auto-generated profile placeholder. Clicking into a profile allows you to replace temporary placeholders with official details. The system directly integrates with Google data, allowing you to search for your location and instantly auto-populate the complete physical address field.

• Utilizing Internal Reference Anchors: Within a profile's parameters, you can establish an internal Reference tag and upload an internal reference image. Because these fields are purely for internal administrative purposes, they remain completely hidden from your front-facing customers. For simplicity, the internal reference tag can mirror the store's public name.

• Diversifying Profile Types: When expanding your brand footprint by clicking Add profile, you can categorize the new touchpoint under several structural classifications based on its operational purpose:

  • On-Site / Space: Standard physical storefronts, event locations, or physical venues.

  • Web Shop: Dedicated e-commerce platforms and digital storefronts.

  • HQ / Department / POS: Central administrative offices, individual store departments, or standalone point-of-sale checkout terminals.

• Assigning Team Accountability: Each individual business profile supports an associated contact email address field. This allows you to designate a specific colleague or store manager to be officially linked with that specific operational location.

• Regional Audience Segmentation via Groups: Once multiple business profiles are active, the dashboard unlocks the Groups management tab. While the platform automatically generates a master "All locations" group and individual groups for each store, you can build custom clusters to organize your network by region or specific operational criteria (e.g., creating a dedicated "Amsterdam Stores" group).

• Powering Advanced Automations: Properly completing your location data sets up the groundwork for geo-dependent features down the line. For instance, localized geofenced push notifications—which trigger when a customer carrying a digital wallet pass walks near a storefront—rely entirely on the accuracy of these business profiles.

Dashboard Checklist

1. Navigate to your business profiles configuration workspace to view your active locations.

2. Click on any auto-generated profile placeholder to modify its public parameters.

3. Use the address search bar to pull real-time mapping data from Google, select your business address, and click Update.

4. Click Add profile, define your touchpoint category (e.g., On-site or Web shop), input your custom location name, and click Create.

5. Assign a colleague's email address to the location, enter an internal reference label, and map its physical address before saving.

6. Switch to the Groups panel, click to add a new group, designate a regional filter title (e.g., Amsterdam Stores), select the corresponding store profiles from the dropdown menu, and click Update.