The map is a great way to build geographical segmentation, combined with fleet size, vehicle or trailer attributes, industry, etc.

You can save fleets to segments from the map in a few ways:

• Choosing filters to change the companies on the map
• Drawing geofences on the map to choose companies
• Saving a single company from its Company Details
• Clicking to the Companies tab to save companies from the Company Table

First, you will be choosing filters to identify fleets that fit a market segment you want to save. As you choose filters, the companies on the map will reflect your filter choices.

So, in All Duty filters, maybe you want to save a segment of all fleets with 50 to 100 vehicles, in the Agriculture industry, in the state of California. When you choose these filters, you will see pins in California for Agriculture fleets with 50-100 vehicles.

Or in Heavy Duty filters, you might want to save a segment of all Private fleets with 50 or more vehicles in the Houston metro/city area. When you choose these filters, you will see pins in the Houston area for private fleets with 50 or more vehicles.

Saving to Segments

All companies chosen by your filters are “selected” on the map. If you want to save all the companies chosen by your filters to a segment, click on the “Save to segment” button.

Now you can create a new segment for the companies on the map, or you can add the companies to an existing segment.

But, maybe you don’t want to save all these 198 fleets in the Houston area to a segment. Geofences are good to use when your filters chose more companies than you want to save. You can focus on fleets in a smaller geographic area with a geofence.

Draw a geofence around the pins in the area you want to save. Visit the Draw Geofences page for all details about how to make geofences. You have three choices for geofence shapes: radius/circle, rectangle, or custom irregular shape which is great for odd shapes like along a highway.

Here, let’s say you have a sales rep whose territory is north of Houston and you’re saving a segment of fleets for this rep. We’ll choose fleets in this area with a rectangle geofence:

You can see in Companies Total that 51 companies in the pins were selected.

Now click the Save to Segment button and proceed with saving these companies to a new segment or an existing segment. For all details about what you can do with segments, visit the Segments help page.

Maybe you hover over a pin, you see the basic information on the company card, and you decide to investigate the fleet more by clicking on the company card:

Clicking on the company card opens the Company Details that has all information about the company, the fleet, and contacts.

Maybe you’re interested in this fleet, but you’re not ready to download and use a credit yet. You can save the company to segment without using any credits.

Click the Select button in the top right corner. Choose Save to Segments, and proceed with saving to a new or existing segment.

If you’re more comfortable choosing companies to save from the Company Table with columns and rows, you can click on the Companies tab:

All the companies your filters chose that were viewable on the map, are now viewable on the Company Table:

Now, you can select and unselect companies with the blue checkboxes. Then you can save your selected companies with the Save to Segment button.

You can click on rows to open the Company Details.

You can toggle back and forth between the Company tab and the Map tab.