How to: Create a Scan Template
Build a reusable scan setup once, then reuse the same keyword, grid density, and location settings for consistent reports.
What a template saves
A Scan Template stores the business, keyword, grid size, point distance, and scan center. Use it when you need repeatable audits instead of one-off checks.
Open Scan Templates and start a new template
Open Scan Templates from the Scans area and choose Create New Template. You can also start from a business profile when you already know which location the template belongs to.
Enter the keyword setup
Select the business context and add the keywords you want to turn into templates. Existing keywords, category ideas, and AI suggestions can be inserted directly into the keyword field.
Set the grid density and coverage
Choose the grid size and point distance based on the market area. Smaller distances give a denser map, while larger distances are better for broad service areas.
- 5x5 or 7x7: Good first template for most local businesses.
- 9x9 and larger: Better when you need wider geographic coverage.
- 0.5-1.0 km point distance: A practical starting range for city-level tracking.
Save and reuse the template
Save the template once the business, keyword, and coverage match the area you want to monitor. The template can then be opened from the template list, used for new scans, or attached to recurring schedules.