Add your portfolio and bulk actions

     1. Add your portfolio

• Access "Company Settings" from the menu on the left.
• Click on the first tab "My Portfolio".
• Click on "Add My Portfolio" in the top right-hand corner.
• Choose between "Add manually" and "Upload from a spreadsheet".
  • "Add Manually" is recommended when only a few assets are to be added.
  • "Upload from a spreadsheet" is recommended when there is a need to do a massive upload of the entire portfolio. Once you have uploaded your assets, you will see them listed in "Company Settings" and highlighted on the map on the right.

Upload from a spreadsheet” (up to 300 assets)

• Once you have clicked on "Upload from Spreadsheet", download the example file in Excel
• Fill in the first column, "Full address OR GPS coordinates".
• In the case of a street asset, specify the name of the address in the following format: 'xxx Street xxxxxx, London, United Kingdom' or specify the GPS coordinates of the asset, for example, 51.521030, 0.141484 (i.e. numbers, numbers)
• For a shopping centre, store or shopping area, specify a GPS coordinate within the area.
• Fill in the second column "Type of asset" (address or polygon) indicating the exact type of asset:
  • "Address" if it is a house number/street
  • "Polygon" if it is a shopping centre, store or shopping area
  • Upload the file by clicking on "Upload your xlsx file here".

Add manually

• Select asset type: address, shopping area, shopping centre or store.
• Select the country of interest.
• Enter the address or name of the polygon.
• Click on "Save".

Select your competitors (once you have added your portfolio and if you have subscribed to the competitors option).

• Access "Company Settings" from the menu on the left.
• Click on the second tab "My Competitors"
• Type the name of the brand you are interested in. 

💡NB. This part of Mytraffic is connected to Google Maps. This means that as long as the brand has declared on Google Maps the location of its stores, we will be able to detect it on the map automatically.

If you notice that some out of the information is out of date (store names, missing stores, surface changes...), use the Improve this map feature developed by Mapbox. You can directly request the modification of a store or a point of interest. As soon as it is updated, it will be available on MyTraffic. Find more information about improving the map here.

When you perform a project accessing Site Selector on the menu on the left, you will be given the option to define the isochrone within which all stores from the brand you have selected will be detected. This step will expedite your analysis of the competition’s footfall levels and the comparison with yours. 

These brands will be selected by default in every expansion project you create, you can change them.

Once your setup is done, you will have the opportunity to start your first project.

     2. Bulk actions in your portfolio

You can also perform bulk actions in you portfolio;

• Access "Company Settings" from the menu on the left.
• Click on the first tab "My Portfolio".
• Check the box on the left (1) of the search bar to select your entire portfolio.
• By clicking it, you can enable all locations (2) in Performance tracker, disable them in that module, or delete them (3).