How to create and manage geofences

In this guide, we will show you how to create and manage geofences. You can use geofences as the basic building block to generate alerts based on events.

Creating geofences

In your application, go to the Geofences panel. If you don’t see the Geofences panel, go to Main Menu > Places > Geofences. Or press Ctrl+K and type Geofences in Search or jump to....

• Make sure you are saving your Workspace for the window to be saved after the reload of the page. You can learn more about workspaces here.

Geofences can be circles, polygons, or routes. To add a new geofence, click the + Circle button, or click the arrow next to it and select Polygon, or Route or Route from address to create route geofences.

1. Draw the geofence directly on the map and, at the same time, enter a Name and a Description (optional) for your new geofence. Each geofence needs a unique name. For a circle, you can also type the Latitude, Longitude and Radius. Route geofences snap to roads and make planning accurate and easy - learn more here.

2. In Groups, select one or more groups, or create a new one.

3. Click Save.

Creating a group for the Geofence

Add the new geofence into a group by clicking on + Group in the window of the new geofence or in the toolbar of the Geofences panel.

Type a group Name and, if you like, a Description, a Color, Use in Geocoding and a Priority.

Click on Save when you're done.

Now your new geofence and group are created. The group is shown in the Group column of the Geofences panel.

Note: to see all geofences of a group on the map at all times, right-click one of its geofences and select Pin group to map. The pin at the start of a row shows or hides a single geofence, and the pin in the column header pins all geofences in the list. Pins are saved for your user in your workspace.

Edit a geofence

To make modifications on a geofence, right-click on the geofence name in the Geofences panel and select Edit Geofence.

Now you can edit the geofence properties or even change them on the map.

Click Save when done.

Edit a geofence group

To make modifications to a geofence group, right-click on a geofence of that group in the Geofences panel and select Edit group.

• Use in Geocoding: this option enables using the geofence group as a geocoder of the application.
  Read more about how to change the geocoder in an application.
• Pin group to map: this is no longer an option in the group window. To keep the group of geofences visible on the map at all times, use Pin group to map in the right-click menu of a geofence in the group (Unpin group from map hides them again).
• Priority: The geofence can belong to more than one geofence group. It will use the color of the highest priority geofence group it belongs to. For example, if Geofence A belongs to Geofence Group 1 (with Priority: 100 and Color: Green) and Geofence Group 2 (with Priority: 200 and Color: Red). Geofence A will be displayed in red on the map. *

*Note: if geofence groups have the same priority assigned, the creation date/time of the groups is followed.

Batch edit geofences

If you need to edit geofences in batch mode (e.g. to delete multiple geofences), click the menu icon next to the Geofences tab and select Batch operation.

Select the geofences with the checkboxes. You will be presented below with the following options (click the arrow next to Ungroup to choose Add or Move):

• Ungroup: it will remove the selected geofences from their groups, so they are shown as Ungrouped.
• Add: it will add the selected geofences to the group you select.
• Move: it will move the selected geofences to the group you select.
• Delete: it will delete the selected geofences.

Click Cancel to leave batch mode.

Create geofence alerts using event rules

You can now use your geofence group with event rules.

For example, you can create email or SMS alerts if a driver enters or leaves a specific region or area. To do so, follow this guide.