Location based projects

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About location-based projects

Please note: You need to contact your Relationship Manager to activate this feature on your Dashboard. Once contacted, your Relationship Manager will arrange for your Lumi Say account to be upgraded, and a new option (Geo fences) will appear as an option within any project. Alternatively, you can email info@lumimobile.com

This feature allows you to control whether the project is visible to respondents, based on their location. It allows you to set up a virtual perimeter, or Geo-fence, around one or more set locations. Respondents will be prompted to allow the app to track their location. Whenever they enter or exit the set perimeter, they will receive a notification that a survey or diary entry is available for completion. Once an entry has been made the survey/diary will disappear, but can re-appear based upon set trigger events. Respondents can disable location-based activities from the app settings, which then disables the notifications; in this situation, they will not see the location-based survey or diary.

    

Please note: You should add and check all of the required Geo-fences before your project goes live. You cannot modify Geo-fences in a project once it is live.

Enabling location-based triggering on a project

To enable location-based triggering:

  1. When your project is open, click geo fences.
  2. Select enable location based triggering.
  3. Add specific Geo-fences, as described below.


Adding Geo-fences

There are two ways to add Geo-fences:

  • as a bulk import, from a CSV file. You can download a sample CSV file which contains mandatory fields and a few examples. You can use this as a template to create your own file. When you have created your file, click upload, then, in the dialog that opens, click choose file, select your CSV file, then click upload.

  • one a time. Click add Geo fence and fill in the required fields.
Warning. From 2.7 - You can add up to 5,000 Geo-fences to any respondent!

Once you have added the Geo fences, you can click get Geo-fence map to see the fences, which helps you define the radius of your fence.

Please note: You should complete these steps before you publish, as you cannot modify the Geo-fences once the project is live.

Geo-fence attributes

Fence attribute

Description

Valueexplanation
name

Name of the location. This is only used for information purposed, to help identify the location.

  Helps identify the fences, which can be used in filtering the report.
trigger_message Notification text when the survey is triggered.   This message is displayed as a notification, it is recommended to keep this message within a reasonable length.
latitude

The latitude of the Geo fence which will trigger the survey.

   
longitude

The longitude of the Geo fence which will trigger the survey.

   
radius

The radius of the Geo fence in meters.

>50m

Minimum radius is 50 meters. There is no maximum limit for the radius of a fence. However, it is recommended that you avoid large fences, which could lead to overlapping.

trigger_event The trigger event of the Geo fence. "entry", "exit"

This option determines how the fence triggers the event.

  • entry: the trigger occurs when the respondent enters the fence. No timer value is required.
  • exit: the trigger occurs when the respondent leaves the fence. No timer value is required.

This option can be used in tandem with the option timer_type (see below) to control how long the respondent must stay within the fence before the event is triggered. Please refer to the description of timer_type for an explanation of each possible combination of these two options.

timer_type The timer type "regular", "dwell"

This option is used in tandem with the option trigger_event (see above), to determine how long the respondent must stay within the fence before the event is triggered. The various allowable combinations of these two options are as follows:

  • entry regular: the survey will be triggered after the specified time from the entry event. A timer value (see below) is required.
  • exit regular: the survey will be triggered after the specified time from the exit event. A timer value (see below) is required.
  • entry dwell: the survey will be triggered if the respondent stays inside the fence for the specified time. A timer value (see below) is required.
timer_value Duration, after which the survey is triggered. in seconds Timer value is an important attribute. The value should depend on the nature of the location and the type of the trigger.
max_triggers Maximum number of trigger notifications Integer The maximum number of notifications a respondent can receive. The device will not send any more notifications once this number is met. Leaving this blank will trigger a notification every time the trigger criteria is met.

Geo-location reports

You can create reports that allow you to visualize triggering locations. For details, see Geo-location reports.