Map Widget (CX)

About Map Widgets

The map widget can take location data and create a map of data collected across the United States of America, countries of the world, or even more precise locations, like latitude and longitude coordinates. Users can then drag the map, zoom in and out, and highlight places to see more data.

Supported Types of Dashboards

This widget can be used in a few different types of dashboard. This includes:

• CX Dashboards
• Brand Experience

Setting Up Location Fields

Before your location data will work with a map widget, it has to be set to the correct field type, and the individual locations have to be formatted a specific way.

Compatible Field Types

The location field of a map widget supports 2 field types:

• Text set
• Multi-answer text set

The information stored in your location field needs to be formatted a certain way depending on the type of location data you want to display in the widget.

Formatting Values

• United States: State name or abbreviation.
• Countries: Either country name, or ISO ALPHA-2 or ISO ALPHA-3 codes found here. UN codes are not supported.
  Qtip: For the most accurate results, we recommend using country codes instead of names.
  Qtip: You may need to zoom into the widget to see smaller countries, like Singapore.
• Data point: Format values as latitude and longitude coordinates. For coordinates to work with the map widget, they must be saved in one field together, and be in one of these example formats:
  • 6061° N, 122.3328° W
  • 6061 N, 122.3328 W
  • 6061N, 122.3328W
  • 6061, -122.3328
  • +47.6061, -122.3328

Basic Widget Setup

1. Add a metric of your choice.
   
   Qtip: If you add multiple metrics, you’ll see these additional metrics when you hover over a region to see the tooltip. Generally the first metric is the one that determines color, but you can adjust this in display options.
2. Add a location field.
   Qtip: You can only add one location field.
3. Select Map type.
4. For Level, choose one of the following:
   • Data points: This is the option you select for latitude and longitude mapping. If you’d like to show coordinate names on hover, see Mapping Location Names to Coordinates.
   • Region display: Choose between countries and US states.
5. If you want to change where the map is centered, drag and drop to your chosen area. Then click the save button on the map widget.
   
   Qtip: Above the map is a button called Go to saved location. This will take you and dashboard viewers back to the saved location after exploring the map.

Qtip: Instead of highlighting entire regions (like most of these screenshots show), the data point map shows the exact spots where you can find your coordinates on the map, like this:

Display Options

The Display tab of a map widget holds important visual settings, such as map background, location labels, and color scale.

Map Styles

When you expand Map styles, these are the options available:

• Map background: Choose the visual style of the map. Options include:
  • Basic: Choose a basic white map. This is good for a contrast against any region color you set.
  • Street: See a basic blue and green map that displays streets and cities as you zoom in.
  • Satellite: Show real snapshots of the Earth as you’d see it from a satellite. As you zoom in, this map shows actual street views.
• Enable map background labels: Show labels for countries, provinces, cities, and more, depending on how zoomed in you are.
• Default zoom level: Determine how zoomed in the map should be by default.
• Color metric: If you added multiple metrics, determine which one gets a scale that determines color changes for regions or data points.
• Color ranges: Set the numeric range for your metric, add milestones, and even customize the labels that appear in the widget legend.

Legends

The legend will show your color metric and its corresponding scale.

• Show legends: Select this option to display a legend on the widget to explain what the colors over regions means. Deselect this option to hide the legend.
• Legend placement: Decide where on the widget to display the legend.

Widget Styles

Widget styles are a setting all widgets have where you determine things like containers and borders. See more on widget styles under Editing Widgets.

Mapping Location Names to Coordinates

Whether you have coordinate data or location names to start with, you can add more context to your location data.

Adding names to existing coordinates

These are the steps you’ll follow if you already have coordinates, but want to give them names. These names will appear instead of the coordinates when you hover over a data point.

1. First, make sure your Location is set to your Coordinates.
   
2. Next, make sure the Map type is set to Data points.
3. Under Location mapping, click Edit mapping.
   Qtip: In the next window, do not select Add coordinates, as you already have that data.
4. For each Location (coordinate), add a Label (name).
   
5. Once you’re finished labelling each coordinate, click Save.

Adding coordinates to existing place names

On the other hand, if you have a question with a text set of place names, you can give them coordinates. For example, if you ask customers what store they shopped at, you can add coordinates to each store so each one will appear on the map.

1. First, make sure your Location is set to your named locations.
   
   Example: In this example, we have a field that captures city name.
2. Next, make sure the Map type is set to Data points.
3. Under Location mapping, click Edit mapping.
4. Select Add coordinates.
   
5. For each Location, add Coordinates. Make sure coordinates are in a supported format.
   Qtip: If you want an alternate name to appear for each data point when you hover over them, you can also add a Label for each location. Labels replace what’s in the “Location” column in the map.
6. Once you’re finished adding each coordinate, click Save.

Limiting Views of the Map Widget

As stated in the introduction to this page, there’s a limit to the number of times map widgets can be viewed in one brand. Once you hit about 70% of this limit, the map will start to conserve the number of times it loads. Instead of loading automatically when you visit it on a dashboard, it will show a message, and you will have to click a button.

The map widget is considered viewed when the page it belongs to on a dashboard is loaded. Keeping this in mind, there are ways to keep map widget usage down:

• Put the map widget on a lesser-used dashboard.
• Don’t put the map widget on a default, main page of the dashboard.
• Limit which users can view the map widget by role. You can add permissions that restrict which pages of a dashboard a user can access. See the description on “Set page access.”

Legacy Map View Widget

When you create a new widget, the legacy map view widget can be found in the Deprecated section of the menu. The legacy map view widget doesn’t support latitude and longitude, it cannot display some smaller countries (like Singapore), and it does not have the additional display options the new map widget has, like the street and satellite views.

Below, you’ll find details on editing a legacy map view widget.

Field Type Compatibility

Either the Text Set or Text Value field type can be used for the map view widget. In preparing your data for your map view widget, state fields should be coded by state name or state abbreviation (e.g., ID, UT, NM). Country fields can be formatted by country names (e.g., France, Singapore, Nigeria) or by the ISO ALPHA-2 or  ISO ALPHA-3 code found here.

Metric

Add a metric to your widget. We advise only having one. If you add multiple metrics to your widget, make sure you specify which you plan to use for the widget under the Color Metric dropdown.

You can add any metric to your map view widget, including count, average, or NPS. See the Widget Metrics page for more on configuring these settings.

Location Dimension

Select the field where data is stored for either your state or country. Remember that the data in this field must adhere to the naming principles listed above.

Map

Select either USA or World.

Labels

Add labels for Location, Count, or both.

Number of Color Ranges

Set the number of ranges you want in the widget. The range determines the color of each state or country. This number does not include the minimum, maximum, or “No Data” fields.

Color Palette

Select the color palette for your ranges. If you don’t want to use the entire range, click the color you’d like to use as your Start Color. If you want to reverse the order of the colors, select Reverse Colors.

Color Ranges

Define your ranges. In any given range, the lower number will be included in the range and the upper number will be excluded. So, if a range is 10-20, 10 through 19 would be included in that group.

You can also specify different colors for each range in this section if you don’t want to use the color palettes.

Legend Position

Decide where to place your color legend.

Legend Values

Change the labels for your legend values.