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Duplicates

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Please Note - Each of the Content sections are links you can click on to take you to that specific part.

Contents:
  1. 1 About Duplicates
  2. 2 Before You Start
  3. 3 The Duplicates Dashboard
  4. 4 Adding Duplicates: Step 1 - Creating the CSV File
  5. 5 Adding Duplicates: Step 2 - Uploading the CSV File
  6. 6 The Next Steps
  7. 7 Checking & Amending Profile Information Prior to Making Duplicate Profiles 'Live'
  8. 8 Your Duplicates Have Been Created
  9. 9 Managing Your Duplicate Profiles

1: About Duplicates

Image showing a screenshot of the 'Tab' for the 'Duplicates' section within the profile dashboard.

 

A duplicate profile is a ‘copy’ of a ‘Master Profile’ which is replicated in your chosen locations. The benefits of creating duplicates include:

  • Showing the wider area where you provide your services or opportunities
  • Update the ‘Master Profile’ and it updates the duplicates
  • Ability to add ‘extra’ information to individual duplicate profiles
  • Option to give ‘editing permissions’ to team members for each profile

Creating duplicates is a little more technical than other aspects of managing your profile on aDoddle. However, taking it step by step you will soon have your duplicate profiles on the map.

You will need to create a simple ‘CSV’ file containing all of the postcodes for the areas you would like to create a duplicate profile in.

This may sound ‘scary’, however, this guide will walk you though ‘Click by Click’ and when you click the Add Duplicates+ button you will be taken to a page where you can download a ‘template CSV’ file for you to use.


 

2: Before You Start

Making Sure You Have the Right Project Profile:

In your dashboard you will see any profiles you have created. Select the one that you would like to duplicate by clicking ‘Edit’ – If you have more than one profile in your dashboard, select the one you wish to duplicate.

1 Check the name of the profile

2 Click edit

 

 

Important: If you have already created duplicates of this Project Profile please make sure that you are trying to duplicate the ‘Master Profile’ – to do this you can check two places.

3 If there is an exclamation mark – ‘!’ – with text to the right-hand side that reads: ‘This project is a Duplicate of …’
This confirms that the project profile dashboard you are in is an existing duplicate profile and it is not possible to duplicate a ‘duplicate’ profile.
If there is no exclamation mark – ‘!’ – and text that reads ‘This project is a Duplicate of…’, then this confirms you are already in the ‘Master Profile’

4 If however you are in a Duplicate project, just click on ‘Edit master project’ – this will take you to the Master Profile  ready for you to begin creating your duplicate profiles

 


 

3: The Duplicates Dashboard

Within the Duplicates Dashboard you can:

1 Add Duplicates

2 Manage, update, edit or delete existing duplicates

 


 

4: Adding Duplicates: Step 1 - Creating the CSV File

To begin adding Duplicates, you will need to create a simple ‘CSV’ file containing all of the postcodes for the areas you would like to create a duplicate profile in.

 

 

1 If you don’t have a spreadsheet application (i.e. Microsoft Excel or Apple Numbers), you can click the blue link that reads: ‘OpenOffice “Calc” and this should allow you to use a free application that works in the same way as the above software programme

2 Once you have chosen and opened the relevant software, click on the blue link ‘Use this Template’, once downloaded, you should be able to open this template as a spreadsheet in your preferred or set up software

 

 

2.1 This is how the template page should look when it opens. From here, you can add the full or partial postcodes into column ‘A’, as per the examples, for each location that you would like to add a Duplicate profile in

 

When adding postcodes for Duplicate Locations you may want to think about the following:

  • Is your Master Profile address set to visible or hidden? Your duplicates will mirror these settings
  • Are your Duplicates just showing a location/area where your Project works or a specific location of an office or venue?
  • If your Duplicates are just showing a location/area where your Project work is based, we recommend that you only add the first 3 or 4 letters & numbers of the postcode – E.g. BS1 or TQ14

Please Note: First remove the example postcodes from the template, before adding in your own. Remember to make a note of where you saved the CSV file, ready for uploading in the next step.

 

If you are creating your own CSV file:

  • If you are creating your own CSV file, without using the template, it is really important that you only use the first column (Column A).
  • Please ensure you add the name of the column into 1A – ‘postcode’ – all lowercase
  • Then type either the partial or whole postcode into column A, underneath the column name, with no line gaps. (See image  2.1above)
  • Finally, save the file as a CSV file. Remember to make a note of where you saved the CSV file, ready for uploading in the next step

 

5: Adding Duplicates: Step 2 - Uploading the CSV File

Now that you have created and saved your CSV file it is time to upload it to your Master Profile

 

 

3 Click on the ‘Choose File’ button

  • Locate the CSV file and select it
  • Click ‘Open’
  • The system will then process each postcode by converting it to a duplicate by finding the location data and suggesting a new name for your duplicate (this can take some time, depending on how many you have added!)
  • Once completed, you’ll be able to review each duplicate in detail before you complete the process

 


 

6: The Next Steps

Depending on how many duplicates you are adding it may take a minute or so for the following screen to pop up to let you know that the duplicate profiles are ready for you to check, before confirming that the postcodes added in the CSV file are where you would like to add your Duplicate Profiles.

1 This is the message that will show once your CSV file has been uploaded.

2 Click on the ‘X’ in the top right corner to close this message.

You are now able to check and edit the name and location of each duplicate.

 


 

7: Checking & Amending Profile Information Prior to Making Duplicate Profiles 'Live'

After your CSV file has been uploaded and you have closed the above message, you will now see a list of your new Duplicate Profiles. You will have the opportunity to check, change or update any details regarding the name of the Profile or location, before clicking the ‘Create Duplicates’ button.

 

1 The postcodes, in list form, that were added from your CSV file.
These should be the postcodes of the area/s you would like a Duplicate Profile in. If, for any reason, you find that any of the postcodes here are incorrect, you can re-enter the correct postcode. Please see 5

2 Here is where you can change the name of the individual Profiles. Many organisations will keep the name of the Duplicate Profile the same as the Master Profile, however, you may like to add the location to the name, so it’s easy for those searching to very clearly see which area this Profile is located.
i.e ‘Test Profile – Bristol’ or ‘Test Profile – Exeter’ etc.

3 Here you can change or update the address of the Duplicate profile. If it showing an incorrect address and you would like people searching to see your organisations exact location, enter the correct address here. Alternatively, if it showing the correct address but you do not want your exact location public, you can remove any information you need to here, i.e the street name or building number.

4 To the right of each of these rows, you will see two icons. Click on the ‘X’ if you would like to remove this Duplicate Profile entirely.

5 Click on the squared arrows icon, if you would like to re-enter the postcode on this row. A new box will appear, giving you the ability to change the postcode in the selected row.

5.1 This is how the box will show. Enter the new or corrected postcode and click ‘Retry’. You should now see the postcode for the row has been updated.

 

 

6 Once you have completed editing or amending the details for each new Duplicate Profile, click ‘Create Duplicates’.

Please Note: You can come back in and amend or delete these details at any time. 

 


 

8: Your Duplicates Have Been Created

After clicking ‘Create Duplicates’ you will now see a message to confirm that the Duplicates have been created for you.

1 This message will appear in a green box, you can now click on the ‘Visit the Duplicates page’ in blue to be taken to where you can manage each Duplicate Profile individually.

 

 


 

9: Managing Your Duplicate Profiles

After clicking ‘Visit the Duplicates page’, you will be taken back to this screen in the ‘Duplicates’ section of your dashboard.

1 To continue managing your Duplicates, or to add further information to each Duplicate individually, click on the blue button to the right – ‘Manage Duplicates’.

The number of Duplicates associated with your Master Profile will change each time you add more or delete any, this is highlighted by the number in the brackets.

 

 

After clicking ‘Manage Duplicates’, you will be taken to this screen, where you can see and manage all Duplicate Profiles individually:

 

 

1 If you have multiple Duplicate Profiles, you can use this bar to search or filter your Duplicates by name or address

 

2 This column shows the name of each Duplicate Profile

 

3 This column shows the location or address of each individual Duplicate Profile

 

4 These two columns show the date in which the Duplicate Profile was created, and when it was last updated

 

On the right of each Duplicate Profile, you will see three icons 5 6 & 7:

 

5 This pen icon allows you to edit the Duplicate in this row, this will take you to the Duplicate Profile’s own ‘Profile Dashboard’, where you can:

  • Update the ‘Name’ of the Duplicate Profile
  • Update the ‘Your Story’ section of the Duplicate Profile
  • Change, Update or Hide the ‘Location’ of this Duplicate profile
  • Add ‘Opening Hours’ for this Duplicate Profile
  • Add or Update the ‘Contact Details’ of this Duplicate Profile
  • Upload any images to the ‘Gallery’ of this Duplicate Profile
  • Add another ‘User’ to manage this Duplicate Profile
  • Hide this Duplicate Profile from the Public
  • Pull information from the Master Profile across to show in this Duplicate Profile
  • Delete this ‘Duplicate Profile’

For a more detailed run-through of how to complete each section in your Duplicate Profile Dashboard, please see our other guides.

Go to ‘Profile Dashboard’ Guides

 

6 The ‘X’ icon allows you to delete the Duplicate Profile in this row

 

7 The square box with an arrow, allows you to view the Duplicate Profile how it would appear to anyone who has clicked on your profile from the Maps.

 

8 If you would like to add more Duplicate Profiles, for other areas, you can do so by clicking the ‘Add Duplicates’ button.

 


 

Last Updated: 24th April 2023
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