Dynamic Product Lists - DPL is a curated list of products assigned to a specific place or account for a set period of time. When a store has a DPL, Repsly uses it to determine which products should appear in Product Matrix–based forms. This gives field reps a clear, accurate checklist of what to look for during visits and helps prevent incorrect or outdated products from appearing in their workflows.
When a Place uses a DPL list, the available products are further narrowed by Product tags. At the moment the rep accesses the Place and the form is initiated, Repsly searches for products that match the DPL list and are additionally filtered by the Product tags assigned to them. This dual-filtering approach underscores the need for accurate tagging to ensure reps see the correct product selection.
Both the products and the matrix questions must share the same tag, so accurate tagging and product activation are essential.
If a place does not have a DPL assigned, Repsly uses the full list of active products that have the tags defined on the form.
DPLs help you:
- Ensure each store carries the correct products
- Give field representatives a clear checklist of which products appear in Matrix questions inside Forms during store visits (in real time, out of store, remote)
- Save time by only focusing on the relevant products for any given store
How DPLs Work in Repsly
DPLs define which products are expected in which stores during a specific date range.
Once enabled, Repsly will only show products from that store's assigned DPL (further filtered by any tag filtering you set on Matrix questions).
Key Behaviors
- A Location can have multiple product lists of different types, and all applicable product lists are considered active simultaneously.
- If both a Place and its parent Account have DPLs with overlapping date range periods, the Place-level DPL takes priority (Place-level settings override Account-level settings).
- Example: If Account1 has DPL1 and Place1 (within Account1) has DPL2, both valid for the same dates, the system will use DPL2.
- A product can be part of multiple DPLs
- If a Place does not have a DPL assigned → Matrix questions show all active products matching the product tag(s)
Example: Place1 belongs to Account1. If you import DPL1 for Account1 and DPL2 for Place1, and both are valid for the same date range, the system will return DPL2 when a rep accesses Place1. The Place-level assignment always overrides the Account-level assignment when both are active.
Let’s explain with an example.
For the Product Matrix, you used All Active Products to include products in the Matrix questions via a tag. Think of this as the largest possible pool of products available. In this scenario, # reference tags, and P1-P6 specific places.
If you're using a DPL setup for products, the products also come from the list of All Active Products.
Below, you can see all active products with different tags. You create a Dynamic Product List (DPL) for one store that includes four active products - these now form DPL1 (blue group).
A store assigned to DPL1 will only know about those four products. It will not see or recognize any other products outside that blue group.
Now, imagine we have two DPLs: DPL1 and DPL2.
DPL2 contains two products, one of which is also included in DPL1 (the overlapping product shown in green).
This means a store with DPL2 must have the two products shown in yellow and green.
Products can belong to more than one DPL.
Import DPL List
First, you need to create a Dynamic Product List, which is going to be empty. With one import, you can create multiple DPLs.
This step needs to contain:
- DPL Name
- Start Date
- End Date
- Either AccountID or PlaceID (not both!)
*Only one DPL is active for a Place at any given time. While a Place can have multiple DPLs with different date range periods, only the currently valid one applies. If both a Place and its parent Account have valid DPLs for the same period, the Place-level DPL takes priority.
Rules:
- If both AccountID and PlaceID are filled → import fails
- If both are empty → import fails
- If the ID doesn’t exist → import fails
- If you don't follow the correct date format (visible in the import Sample template in the app) → import fails
You can assign a DPL to an Account, which means it will apply to all Places under that Account (for example, all Walmart locations).
You can import a specific Place ID to assign the DPL to a single, specific location. In that case, the Place-level assignment takes priority over the broader Account assignment.
Create Dynamic Product List (DPL)
Click the gear icon, then choose Export and Import.
Select Import, and then choose Authorized Product List (DPL) Import.
If you already have your Excel file ready, you can simply upload it.
You can also use the Copy & Paste option if that’s easier.Not sure what the Excel file should look like?
Just click Sample to download a template you can follow.
Import Products to the Dynamic Product Lists (DPL)
Click the gear icon, then choose Export and Import.
Select Import, and then choose Assign products to an authorized product list (DPL).
If you already have your Excel file ready, you can simply upload it.
You can also use the Copy & Paste option if that’s easier.- Not sure what the Excel file should look like?
Just click Sample to download a template you can follow. - This step will ensure you have products in your Dynamic Product Lists.