Vertical groups are used to group brands together. This helps to access and organise the data associated with each brand run by your organisation.

    The vertical groups page allows you to define your vertical groups as required by your organisation. For example; you can create a marketing vertical group and a financial vertical group. As you create the brands, they can be assigned to the appropriate vertical group.

    Using vertical groups

    There are two ways to use vertical groups:

    • Brands. Brands must be assigned to a vertical group.

      When you create a brand, you must specify its vertical group:

      Example of the New Brands form

      See the Brands page for more details

    • Viewing data and reporting.

      When you access ADvance the vertical groups and their associated brands are selectable in the header menu:

      Example showing where to select data the you want to view

      This allows you to select the data for a vertical group or brand to view in ADvance.

      When a BIA method of segmenting your database to provide actionable data about your customers filter is created, you can specify which data you are applying the filter to:

      Example of selecting data for a BI filter

      The data source selection allows you to control which data you want the filter to apply to:

      • Select all vertical groups and all brands to filter data from every brand and vertical group in your organisation
      • Select a vertical group and all brands to filter data from every brand in a vertical group
      • Select a vertical group and a brand to filter data from a single brand

      See the Business Intelligence page for more details

    The vertical groups page

    The vertical groups page displays all vertical groups in ADvance:

    Example of the Vertical Groups page

    Source codes are displayed in a table view.

    • Click on a column heading to sort the table

    How to add a vertical group

    1. Click New vertical group. The vertical group page is displayed:

    Example of the Vertical Group Page

    1. Type a Name
    2. Type a Description
    3. Type a unique Code
    4. Click Add

    How to edit a vertical group

    1. Click the Name of the vertical group you want to edit. The vertical group page is displayed:

    Example of the Vertical Group page

    You can edit the following fields:

    • Type a Name
    • Type a Description
    • Type a unique Code
    1. Edit the vertical group as required
    2. Click Save

    How to delete a vertical group

    1. Tick the vertical group you want to delete
    2. Select Delete in the actions menu at the bottom of the table

    Example of the Delete action