Branches allow you to segment People along geographic boundaries using custom-drawn shapes on a map. Branches are on the Professional and Enterprise plans. For example, a city Chapter may contain several branches for different parts of the city.

You can create branches for a Chapter or for an Organization. The root Organization and each sub-organization can have their own branches. When a Person's location is set, they are automatically assigned to a Branch based on their postal code or address. A Person can belong to one branch in each scope (Chapter or Organization) they belong to.

Drawing Boundaries

Team Members with permission manage branches from Settings > Branches. Use the scope selector at the top to choose the Chapter or Organization.

To create a new Branch:

1. Click Edit at the top of the map. Then click Draw branch.
2. Click to place each corner of the boundary. Click the starting point to finish.
3. In the Add Branch window, type the Branch Name. Click Submit.

To update a Branch, click 'Edit' on the map, click the branch, and drag its points. Then click 'Save' on the branch row.

To create many branches at once, click the 'bulk upload a GeoJSON file' link in the info box above the map. Upload a .geojson file with Polygon or MultiPolygon features, one per branch. Check the branch names, then click 'Upload Branches'. Convert Shapefiles and census boundary files to GeoJSON before you upload them.

Branch Details

Each branch has a Branch Name, a Color, and an optional Branch Captain. In the 'Assign agent' or 'Add follow-up task' automation action, choose 'Branch Captain (if available)' to route work to the captain. Sync to Chapter adds the people in the branch to the Chapter you select. When Require within bounds is on, only people inside the shape get the branch. You can also filter People by branch.

Branch Merge Tags

Use {{ user.branch }} for the Person's branch name and {{ user.branches }} for a comma-separated list of their branch names. Both show only the branches in the scope that sends the message and in the Chapters under it.