SegmentOmatic Questions and "How To" Solutions

What to Prepare in The Raisers Edge Before Using SegmentOmatic
Product: SegmentOmatic Description: Before beginning a segmentation project using SegmentOmatic, ensure that the following have been created in The Raiser’s ...
Mon, 22 May, 2017 at 6:42 PM
How to Install SegmentOmatic
Product: SegmentOmatic Description: This solution describes how to install SegmentOmatic Environment: All Version: All Answer: Download the latest ...
Tue, 23 May, 2017 at 1:23 PM
How Do I Analyze My Appeals and Packages in SOM?
Product: SegmentOmatic  Description: This provides information on using Appeal Analysis and Package Analysis Reports  Environment: All Version: All Answer: ...
Tue, 23 May, 2017 at 1:25 PM
How to Commit Appeals
Product: SegmentOmatic Description: How to commit appeals Environment: All Version: All Answer: For more information on how to assign appeals, ple...
Wed, 24 May, 2017 at 8:51 AM
How to Assign an Appeal to Segments
Product: SegmentOmatic Description: How to assign appeals in a segmentation project Environment: All Version: All Answer: Appeals are configured within t...
Wed, 24 May, 2017 at 8:52 AM
How to Configure Appeals
Product: SegmentOmatic Description: How to configure appeals for a segmentation project Environment: All Version: All Answer: Now that constituents have ...
Wed, 24 May, 2017 at 8:52 AM
How to Password Protect Statements
Product: MailOmatic for Schools Description: This solution describes how to password protect statement attachments. Environment: All Version: All Answer: ...
Mon, 12 Jun, 2017 at 9:40 AM
How to Run a Segmentation
Product: SegmentOmatic Description: How to run a segmentation Environment: All Version: All Answer: If this is the first time segmenting using a p...
Mon, 12 Jun, 2017 at 9:45 AM
Using Calculated Recency in a Segmentation
Product: SegmentOmatic Description: This solution discusses using calculated recency in a segmentation Environment: All Version: All Answer: For more inf...
Mon, 12 Jun, 2017 at 3:36 PM
How to Export Grid to Excel
Product: SegmentOmatic Description: How to export grid to excel Environment: All Version: All Answer: The grid may be exported to excel from different le...
Mon, 12 Jun, 2017 at 3:56 PM