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ENVISION Canada - Self-Guided Introductory Training Outline

This outline is designed to guide you through our introductory training for ENVISION at your own pace.  All of the items outlined below will give you a basic understanding of the common tasks available in ENVISION.

Self-Guided Training Best Practices:

- It is best to follow the basic training flow in the same order of the steps provided in the outline (e.g., you may need to create an asset before you can run a report), but it is not always necessary.  

- The table below contains all the information you need for the training.  The Task/Resources column will introduce the task and provide any necessary sample data.  The Learning Objectives column will outline what you will be able to do after completing that section.

- The links below for the QuickStart documents (where available) and sample data (where applicable) will open a page in the Community.  Feel free to use the sample files provided if you do not have your own data to use.

- The links below for the Walk-Throughs will open in ENVISION (and prompt you to log in if you haven't already) and launch our WalkMe tool to guide you through all the steps of the given task.  Pay close attention to the prompts within the walk-through.

- We welcome your comments on how we could improve this training.  Please leave any feedback at the bottom, below the outline.

Task/Resources Learning Objectives
Introduction  

User Interface Video

Become familiar with the ENVISION interface, workflows, and tools.

My Account Video

Learn how to change your profile picture, update your contact information, review your list of licensed data, customize your default settings and more.
Getting Started  
Create and Activate a New Workspace
QuickStart
Walk-Through
Learn how to create and activate a new workspace in order to organize your work (perhaps by project, data vintage, or user).
Create Areas (Based on Standard Geography)
QuickStart
Walk-Through
Learn how to use a standard geography list to create an area to use as a benchmark or trade area.  You can create a new area if you know either the name or code of that geography.
Customer Analysis  
Import Customer Files  
Data Preparation
QuickStart
Learn how to prepare a file for import into ENVISION to avoid common mistakes.
Import a Customer File with Postal Codes
QuickStart
Walk-Through
Sample Customer File 
Learn the necessary steps to successfully import a list of customers (or clients, donors, members, subscribers, etc.) using postal codes.  You can also import any additional columns of data with the customers.  (Other options exist if you have coordinate information for your customers instead of postal codes.)
View the Geostats and Download the customer file
Walk-Through
Learn how you can view the geocoding results of your imported customer file, and download it with appended geography and segment code.
Where Are my Customers?  
Run a Ranking Areas - Customers report (using standard geographies)
QuickStart 
Walk-Through 
Learn how to run a report that will rank the standard geographies, within a given trade area, by the count of customers.
Create a thematic map based on the count of customers
QuickStart
Walk-Through
Learn how to create a map shaded by geography, according to either the count or percent penetration of your customer file.
What Segments are Present?  
Run a Profile - Customers report (using a standard benchmark)
Walk-Through
Learn how to run a report that will give you the segment composition of your customers, based on which segmentation system has been chosen for your current workspace. This will use a standard benchmark.
Run a Profile - Variable report (using a standard benchmark)
Walk-Through
In the absence of a customer file, learn how to run a report that will give you the segmentation profile of a variable, based on the segmentation system chosen in your current workspace. This will use a standard benchmark.
Create a Target Set  
Create and Edit a Target Set
QuickStart
Walk-Through (Create)
Walk-Through (Edit)
Learn how to create groups of one or more segments in order to further analyze them in more detail.  (The results of one or both of the two Profile reports above should influence the segment make-up of the groups.)
Analyze the Target Groups  
Run a Highlights - DemoStats - Target Group report
Walk-Through
Learn how to run a report that will give you demographic highlights for your Target Groups within an area.
Run a Highlights - Vividata (or Numeris) - Target Group report
Walk-Through (Vividata)
Walk-Through (Numeris)
Learn how to run a report that will give you media consumption highlights for your target groups, depending on whether you license Vividata or Numeris (or both).
Run a Ranking Variables - Target Group report
Walk-Through
Learn how to run a report that will give you a list of variables ranked based on the presence of the Target Groups. It is used to get more detailed information about the demographics and behaviors of the Target Groups.
Run a Ranking Variables - Target Group report using the Social Values database
Walk-Through
Run the Ranking Variables report using the Social Values database to learn about what motivates your Target Groups, as well as what values resonate strongly (or weakly) with them.  The results can drive the messaging to your Target Groups.
Run a Ranking Consumption - Target Group report
Walk-Through
Learn how to run a report that ranks consumption variables (e.g., dollars, time, etc.) by Target Group. Different columns are also included, like the amount being consumed per household.
Run a WealthScapes - Target Group report
QuickStart
Walk-Through
Learn how to run a report that will give you information about the assets, liabilities, and income of your Target Groups. It also shows the dollars per household and the dollars per holder for specific variables.
Where Are my Target Groups?  
Run a Ranking Areas - Target Group report (using standard geographies)
Walk-Through
Learn how to run a report to rank your areas based on the presence of the Target Group in the selected (standard) geography.
Export the Postal Codes of a Target Group
QuickStart
Walk-Through
Learn how to export the Postal Codes of your Target Groups in an area with their segment code appended.
Create a Target Set Map
QuickStart
Walk-Through
Learn how to create a map of the groups in your Target Set.
Create a Presentation-Ready Report  
Create an Executive Target Group Report
Walk-Through
Choose from a selection of your licensed data to create a presentation-ready report based on your Target Groups.
Trade Area Analysis  
Create Custom Areas  
Data Preparation
QuickStart
Learn how to prepare a file for import into ENVISION to avoid common mistakes.
Import a list of geographies to use as custom area(s)
QuickStart
Walk-Through
Sample geographic codes file
Learn how to import a list of geographic codes for any level of geography to create trade areas.
Import a list of locations with addresses
QuickStart
Walk-Through
Sample location file
Learn how to import a list of your locations (or branches, dealers, sites, offices, etc.) and geocode it using an address.
Create custom trade areas around locations
Walk-Through
Learn how to create areas based on either a distance or a drive time, around previously uploaded locations.
Create a new custom area based on an address or point on the map
Walk-Through
Learn how to create custom areas (i.e., a radius, or a drive time, or a custom polygon) around a point on a map. You can either use an address to place that point or place it manually.
Analyze the Trade Areas  
Run a Highlights - DemoStats - Trade Area report
Walk-Through
Learn how to run a report that will show the demographic highlights of a trade area, based on the DemoStats database.
Run a Ranking Areas - Variable report (using standard geography)
Walk-Through
Learn how to run a Ranking Areas - Variable report (using standard geographies) to rank geographies within a trade area, based on a selected variable.
Run a Ranking Areas - Consumption Variable report (using standard geography)
Walk-Through
Learn how to run a Ranking Areas - Consumption Variable report (using standard geographies) to rank geographies within a trade area, based on a selected consumption variable.
Run a Ranking Variables - Trade Area report
Walk-Through
Learn how to run a Ranking Variables - Trade Area report to list a number of selected variables for a given trade area.
Run a DemoStats Trends report
Walk-Through
Learn how to run a report that will illustrate the trends for several pre-determined variables (from DemoStats) in a trade area.
Run a Ranking - Consumption - Trade Area report
Walk-Through
Learn how to run a Ranking - Consumption - Trade Area report to analyze variables of items being consumed. A common example of a consumption variable is dollars, but it could also be media consumed, etc.
Run a Profile - Trade Area report
Walk-Through
Learn how to create a segmentation profile of your trade area to see what segments are present.
Run a Business Profiles report
Walk-Through
Learn how to run a report that provides business counts, employee numbers, sales, and industry classifications for a specified trade area.
Visualize Data on a Map within a Trade Area  
Create a thematic map of a variable
Walk-Through
Learn how to create a thematic map of any of your licensed variables for a specified trade area.
Create a map of segments
QuickStart
Walk-Through
Learn how to create a map of all the segments in a specified trade area.
Create a Presentation-Ready Report  
Create an Executive Trade Area report
QuickStart
Walk-Through
Choose from a selection of your licensed data to create a presentation-ready report based on a specified trade area.
Share Results  
Download the report results
QuickStart
Learn how to download and output report dashboards to Excel, PDF, CSV or other file formats.
Create and populate a Microsite
QuickStart
Walk-Through
Create a Microsite to share your results via a unique URL for someone who may not have ENVISION.

 

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