{"Status":true,"Message":"","Response":{"post":{"postuid":"d9a2b407-916a-423e-a101-a75b0e330d3e","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Auto-route leads based on geographic location","slug":"article/geocoded-lead-routing","html":"\u003Cp\u003EDailyStory customers that work with multiple physical locations, such as franchises, can leverage geocoded lead routing.\u003C/p\u003E\u003Cp\u003EUse of geocode lead routing additionally requires a parent account with one or more child accounts. For example, ACME corporate is the parent account of ACME Dallas, ACME San Francisco, ACME London. Whereas Dallas, San Francisco, and London are child accounts.\u003C/p\u003E\u003Ch2 id=\u0022what_is_geocoded_lead_routing\u0022\u003EWhat is Geocoded Lead Routing?\u003C/h2\u003E\u003Cp\u003EGeocoded lead routing routes leads that submit web forms, magic forms, or from other inbound lead acquisition sources to the account (tenant) closest to them.\u003C/p\u003E\u003Cp\u003EFor example, if you run a gym or store and acquire a new lead from a Facebook ad or web form submitted on your website. Geocoded lead routing will examine the submitters IP address, use that IP address to determine a geographic location, identify the account closest to that location, and finally assign that new lead to that account.\u003C/p\u003E\u003Ch2 id=\u0022how_to_setup_geocoded_lead_routing\u0022\u003EHow to setup geocoded lead routing\u003C/h2\u003E\u003Cp\u003ETo setup geocoded lead routing, first ensure the \u003Ca href=\u0022/article/wn95tda3bk-account-settings\u0022\u003Eaddress is set\u003C/a\u003E for all your child accounts. \u003C/p\u003E\u003Ch3 id=\u0022ensure_your_locations_tenants_addresses_are_set\u0022\u003EEnsure your locations tenant\u0027s addresses are set\u003C/h3\u003E\u003Cp\u003EAll your account addresses must be set in account settings. DailyStory automatically geocodes it.\u003C/p\u003E\u003Cp\u003EIf a tenant\u0027s address is not set, it isn\u0027t eligible for lead routing.\u003C/p\u003E\u003Ch3 id=\u0022configure_the_parent_tenant\u0022\u003EConfigure the parent tenant\u003C/h3\u003E\u003Cp\u003EAll of the lead routing originates in the parent tenant. The parent tenant receives the original lead and runs the lead through an automation. This means the parent tenant will have a copy of the lead and the tenant that the lead is routed to will also have a copy.\u003C/p\u003E\u003Ch4 id=\u0022setup_a_flow_to_process_leads\u0022\u003ESetup a flow to process leads\u003C/h4\u003E\u003Cp\u003EGeocoded lead routing is accomplished using an automation or flow. You can modify an existing automation or create a new automation for geocoded lead routing.\u003C/p\u003E\u003Cp\u003EUse the \u003Ca href=\u0022/article/a31o2hmlge-autopilot-actions#autoroute_to_subaccount\u0022\u003EAuto-route to subaccount action\u003C/a\u003E\u0026nbsp;in an automation and the automation will automatically route the lead to the closest child account.\u0026nbsp;\u003C/p\u003E\u003Ch2 id=\u0022frequently_asked_questions\u0022\u003EFrequently Asked Questions\u003C/h2\u003E\u003Cp\u003EBelow are some frequently asked questions about geocoded lead routing.\u003C/p\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EIf two locations are in the same area, which location is selected to route the lead to?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EIf two locations are in the same city or location, they will still have a unique geographic location (latitude and longitude). The lead which was submitted and needs to be geographically routed will also have a unique latitude and longitude calculated based off their location. Using geographic math, the location closest to the lead\u0027s location is calculated and then selected as the location to receive the lead.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EHow do I know which location the lead was routed to?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EThe lead is always first created in the parent account. When the lead is routed to a child account through an automation the lead in the parent\u0027s account is updated to reflect where the lead was moved to. In the lead\u0027s source it will show:\u003C/p\u003E\u003Cp\u003E\u003Cb\u003ELead routed by geocode to [account name]\u003C/b\u003E\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\r\n\u003Cscript type=\u0022application/ld\u002Bjson\u0022\u003E\r\n{\r\n  \u0022@context\u0022: \u0022https://schema.org\u0022,\r\n  \u0022@type\u0022: \u0022FAQPage\u0022,\r\n  \u0022mainEntity\u0022: [\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022If two locations are in the same area, which location is selected to route the lead to?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022If two locations are in the same city or location, they will still have a unique geographic location (latitude and longitude). The lead which was submitted and needs to be geographically routed will also have a unique latitude and longitude calculated based off their location. Using geographic math, the location closest to the lead\u0027s location is calculated and then selected as the location to receive the lead.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022How do I know which location the lead was routed to?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022The lead is always first created in the parent account. When the lead is routed to a child account through an automation the lead in the parent\u0027s account is updated to reflect where the lead was moved to. In the lead\u0027s source it will show: Lead routed by geocode to [account name]\u0022\r\n    }\r\n}\r\n    ]\r\n}\r\n\u003C/script\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_updating":false,"meta_description":"Automatically route leads to the nearest location using geocode lead routing in DailyStory. Perfect for organizations with multiple franchises or accounts.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":1,"total_views":402,"date_published":"2025-11-24T15:06:26.637","date_updated":"2025-11-24T16:04:06.39","date_created":"2025-11-24T14:52:50.37"}}}