Manage Country Groups and Members

Overview

Zift PRM ships with the most common country groups predefined; for example, EMEA (Europe, Middle East, and Africa) and Benelux (Belgium, Luxembourg, and the Netherlands) are available out of the box. 

If you need to add additional groups, for example, if you want to target a campaign at users in countries involved in an international event, you can create specialized groups for this purpose. Country Groups can save a lot of administration time. You will be able to use Country Groups to grant geographically-limited rights to users and limit the visibility of Partner Portal content to Country Groups if desired. 

Before You Begin

Login with Zift PRM adminTask level 1 or higher rights. 

Contents

The following tasks are explained in this article:

• Create Country Group Types
• Create Country Groups and add Members
• Add member countries to a Country Group

How to Create Country Group Types

1. Navigate to Configure > Data > Edit Country Group Types
2. Enter a user-friendly name in the Description field, for example Alliances.
3. Select No for unique countries. 
4. For the Country Group Text ID, provide a text identifier (without spaces) that Zift PRM will use to identify this group type. 
5. Click Add Record.

How to Create Country Groups

1. Navigate to Configure > Data > Edit Country Groups
2. In the Edit Country Group Members, click >Add New Country Group in the green menu bar.
3. In the Country Group field, enter a user-friendly name for your new Country Group, for example, G7. 
4. Select the appropriate Country Group Type, for example Alliances from the Type dropdown.
5. Select whether or not to Allow VAT Reduction for countries in this group. 
6. Select whether or not the VAT is required.
7. Click Save.

How to Add Countries to a Country Group

1. Navigate to Configure > Data > Edit Country Groups
2. In the Edit Country Group Members screen, select the Country Group Type, for example, Alliances, from the top dropdown list.
3. Select the Country Group Name, for example, G7, from the second dropdown list.
4. In the Country Group Members list, check all of the appropriate countries. You can enter a part of the country name to refine the listed options. 
5. When you have selected all of the appropriate countries, click Update.

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