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How to Build a POI Trait

Feature Overview

Points of Interest (POI) traits allow you to build custom, location-based audience targeting criteria based on physical real-world visit patterns. By uploading target coordinate datasets (such as retail branches, venues, or competitor locations), you can define custom proximity radiuses and visit frequency thresholds to capture high-intent audiences based on real-world visits.

Prerequisites
  • A registered Covatic account.
  • Access to the Traits workspace.
  • A prepared CSV file containing coordinate data for your target locations.
Step-by-Step Instructions
1. Open the POI Trait Builder

From the main navigation menu:

  • Click Traits in the left-hand sidebar.
  • Select the POI tab from the horizontal category bar.
  • Click the + Create POI Trait button at the bottom of the page, or click the blue + (Plus) icon on the “Build a new trait” banner at the top. 
2. Enter Dataset Name & Upload CSV
  • Dataset Name: Enter a clear, descriptive name for your location list (e.g., “McDonald’s locations”).
  • Upload Locations (CSV): Drag and drop your location CSV file into the upload area, or click to browse files on your computer.
  • CSV File Requirements:
    • Must contain the exact header row order: longitude, latitude, name.
    • Coordinates must use decimal degrees format with up to 5 decimal places.
    • Supports up to 10,000 locations per dataset.
    • (Optional: Click Download template within the modal to access a pre-formatted sample file).
3. Configure Frequency & Radius Settings
  • Frequency: Define how often a user must visit the uploaded locations to qualify for the segment:
    • Specify the minimum visit count (e.g., “At least 1 visit”).
    • Select the lookback duration (e.g., “in the past 8 weeks”).
  • Radius: Specify the geofence perimeter around each uploaded coordinate in metres:
    • Enter a distance between 100 and 1,000 metres (e.g., 500 metres).
4. Review & Confirm Location Preview
  • Click the blue Review & Save button at the bottom right.
  • In the Review & Confirm popup modal:
    • Check your Dataset Specification summary (Dataset Name, File Name, Visit Frequency, and Radius).
    • Inspect the interactive Location Preview map to visually verify location pin placements across your target geographic area.
  • Click Confirm & Save.
5. Add Trait to an Audience Segment
  • Once saved, your dataset will appear in the POI traits list.
  • Hover over the new trait row and click the blue + (Plus) icon on the far right.
  • The platform will launch the Build your audience builder with your new POI trait already added to the segment logic.
Success Verification
  • Notification: A green status banner reading “POI trait created successfully” will display in the top right corner.
  • Library Availability: The new location trait will be stored in your account’s POI library tab, making it available for your team to use across any audience segment.

Pro-Tip: Use a tighter radius (e.g., 100–200 metres) for high-density urban locations or specific store footprints, and a larger radius (e.g., 500–1,000 metres) for regional venues, stadiums, or transport hubs.

How to Use the New Traits Library & Audience Builder Integration
How to Use the New Traits Library & Audience Builder Integration

This short guide walks you through the process of navigating the new Traits Library, creating custom traits, and integrating them into audience segments in the Covatic platform.

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