Enabling new Capture features

Setup

All of these new features can be switched on or off in your Loqate account. Here are the steps to follow to begin with:

• Log into your account
• Choose the service you want to edit (this will usually be listed as 'Address Verification')
• Navigate to the Advanced tab

Follow the further steps below for each of the features you want to turn on.

Location Biasing

Enabling the Location Biasing feature results in reduced keystrokes and a quicker address entry process for your customers.

Enabling the biasing feature is just a case of toggling the Location Biasing switch to On.

Advanced Results Filtering

The Filters feature allows you to set up one or more filters to restrict the results of your searches - i.e. to choose whether you want your searches to include or exclude certain things.

There are three components to each filter:

• Filter name: choose what you want to filter by - see the list below for details of each of the possible options
• Qualifier: choose is or is not to set whether you want to include or exclude results
• Filter value: set the specific value you want to include or exclude

For each filter you want to set up, fill in these three components and click the Add button. You can create multiple filters, depending on what you want to achieve.

Here is an example where two filters have been set up to allow for a search of addresses in the city of Worcester, excluding any addresses registered to Loqate (i.e. if you wanted to search a specific area but exclude one or more organisations):

Here are the full details of the different filters available (note that some are only available with US and CA data):

Please note that Geofences are inclusive boundaries which restrict searches to addresses within the area you define (i.e. you can't create a Geofence to exclude a specific area from searches).

Here are the steps to follow to create a Geofence:

• Click and drag with the cursor to move around the map and find the location you're looking for - double-click to zoom in, or use Ctrl + the scroll wheel on your mouse to zoom in and out
• Click on the New button to the top right of the map to begin drawing your boundary - your cursor will change from a hand to a crosshair
• Click once to create the first point of your polygon, then move the cursor to the next point and click again to create a straight line
• Repeat this until you've completed your polygon - you can create any shape you need, with any number of lines
• When you close off your polygon by clicking again on the first point you made, the cursor will return to a hand and the space within your Geofence will turn grey
• Your Geofence will now be listed above the map, with Edit and Delete buttons against it

• If you want to adjust the boundary of your Geofence then either select the Edit button or click into the grey area
• You'll see a series of white contact points around its circumference - click and drag any of these points to adjust the boundar
• Click the Done button when you're finished to save the edited Geofence
• Click the Delete button if you want to permanently delete a Geofence

You can create multiple Geofences - when you complete each one, just click the New button to start each subsequent Geofence

Any of these features can be enabled or disabled at any time. To disable any of them, just go back into your account and either de-select the relevant option or delete the relevant filter/Geofence.