When initially created a Mapsimise environment will not contain any Maps, Datatables or Connections. When a user first logs in they will be shown a window that will suggest they upload some data.
For the benefit of clarity this document will assume a fully populated system. For getting started guide, please read Setting Up Your First Map.
Maps
Selecting the Map section will initially display an overview of the current available Mapsimise Maps. Highlighting a map row will enable the contextual "Open Map" and "Details" buttons. The map's detail sidebar can also be accessed by clicking the maps name. Any previously saved Map Views are also accessible via the sidebar and clicking on them will launch them in a new browser tab.
For details of Mapsimise Map operations see the articles Map Options
Datatables
A Mapsimise Datatable is a set of records uploaded as either a CSV or XLSX file format, for more information on this process see the articles Preparing your Business Data and Importing your Data. Once uploaded each record can be edited from within Mapsimise, for more information see the article Mapsimise Datatable editing.
As part of the upload process the Datatable's Geocoding rules will have been set. If a latitude and longitude field is set then that will be used to place a pin on the map for the relevant record, if not the defined address fields will be used and the location will be Geocoding using the available address data. Each address lookup will cost one Geocode credit. For more information on Geocoding see the article Geocoding Rules and Bulk Geocoding.
Connectors
There are two types of Mapsimise Connector CRM and Marketing.
A CRM connector will allow Mapsimise access to the CRM records which can be placed on a map and interrogated using data filters like any other Mapsimise data source. For more information on setting up CRM Connectors see the articles Connecting to Salesforce with Mapsimise and Connect with your Microsoft Dynamics 365 and map data.
A marketing Connector is used to export a map’s returned records to a digital marketing platform currently Mapsimise supports Dotdigital, Mailchimp and SendGrid.
Users
When a Mapsimise environment is created the registered user will be set as the “Owner” and they will be able to invite subsequent users.
For more information about creating user see the articles Inviting New Users and Setting User Roles and for more information about licence allocation see the article Licences and Seats.
Billing
Only accounts with administrative privileges will be able to access the Billing section as it contains invoices and payment methods.
Each Plan package comes with a set number of Licences, Geocode credits and Datatable allowances. An administrative user can choose the current Plan or simply purchase and additional amount of any of the individual elements.
The current Connectors are listed, and additional Connectors can also be purchased from the "Add-ons" section and added to the current Plan.
For more information see the article Billing
Accounts
The account section allows the user to edit their own details as well as those of the Mapsimise Environment.
For more information see the article Account
Documentation
The documentation section will link to the Mapsimise Knowledge base and from there the user can search for more information on any number of topics.
