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 Geofence panel. If you don’t see the Geofence panel, go to Window and select the Geofence panel. Or type in the Search bar Geofence. 

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 on + Circle button or select a type of geofence with the option  and define a New Polygon or even route geofences by selecting New Route.

1. You can draw the geofence directly on the map to the left of the screen and at the same time, define a Name and a Description (optional) for our new geofence. Route geofences snap to roads and make planning accurate and easy - learn more here.

2. Select the Group or create a new one. 

3. Save the Geofence.

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 the geofence panel.

Type a Group name and select Pin to Map if you want to see all geofences of that group on the screen at all times.

Click on Save when you're done.

Now your new geofence and group are created.

Edit a geofence

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

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

Save the changes when done.

Edit a geofence group

To make modifications to a geofence group, right-click on the group name in the Geofence panel.

• 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 to Map: this option keeps the group of geofences visible on the map at all times.
• 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) use the advanced option under the Geofences panel.

You will be presented below with the following options:

• Ungroup: it will move all selected geofences to the Ungrouped Geofences group.
• Add: it will add the selected geofences to the selected group.
• Move: it will move the selected geofences to the selected group.
• Delete: it will delete the selected geofences.

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.