Districts and regions add levels above your sales territories, and they’re available in AlignMix Pro. By default the hierarchy runs territories, then districts, then regions: territories roll up into districts, and districts roll up into regions. Those labels are only defaults. If your company uses different words, change them in the AlignMix options before you start assigning.
Set your naming before you build
If you use only two levels and your second level is called a region, rename the levels in the options so the map matches. Even when you skip the third level, rename it to something like district or area so you don’t see two “regions” stacked on top of each other. It’s a two-minute step that saves confusion later.
One note for trial users: on the two-week Pro trial you can create districts and regions freely, but once the trial ends those assignments are hidden and left out of exports until you move to a paid license. The work isn’t lost, just parked.
Four ways to assign districts to regions
There’s more than one path here because people reach the region level from different starting points. Pick whichever matches how your data is set up.
1. Build it all in one import
The fastest option if you’re starting from a spreadsheet. A basic ZIP-to-territory import needs only two columns, a ZIP code and its territory. To build the whole hierarchy at once, add two more: a district column that assigns each territory to a district, and a region column that assigns each district to a region. Drag all four columns to their matching fields, click next, and AlignMix works down your data row by row, creating every territory, district, and region assignment as it goes. When it finishes, your territories appear on the first tab with the full hierarchy already in place. See importing territory data for more on structuring the file.
2. Lasso districts into a region
Prefer to work visually? In region map view, lasso the districts you want to group, click next, and assign them to a new region, or pick an existing region from the drop-down if you’ve already made some. Click finish and it’s done.
3. Use the district table view
Open the district table and find the region assignment column. Click the cell for a district and a drop-down lists every region in the file. Pick one, click anywhere to confirm, and move to the next row. This is the quickest way to assign a lot of districts without touching the map, as long as your regions already exist.
4. Touch align in region view
Switch to region map view and turn on the touch align tool. It works the same as it does in territory and district view: click a district and it snaps into the region you’re building. Good for quick, hands-on adjustments while you watch the regions take shape.
Whichever method you use, regions have to exist before you can assign districts to them in the table view or by touch align. The import and the lasso can create regions on the fly; the other two assume you’ve made them already.
Frequently asked questions
Do I need AlignMix Pro to create districts and regions?
Yes. The multi-level hierarchy of territories, districts, and regions is a Pro feature. The two-week Pro trial lets you build them, but the assignments hide and drop out of exports when the trial ends until you move to a paid license.
How do I assign districts to regions?
Four ways: include district and region columns in a ZIP-to-territory import, lasso districts in region view, use the region assignment column in the district table, or touch align in region map view.
Can I rename districts and regions to match my company?
Yes, in the AlignMix options under naming convention. Change both the singular and plural of each level, and rename any level you don’t use so terms don’t repeat.
Do regions need to exist before I assign districts to them?
For the table view and touch align, yes. The import and the lasso can create new regions as you assign, so those two don’t need regions set up first.
Building a multi-level hierarchy? Start a Pro trial or book a demo to see it on your data.