Lesson 1: Import Customers, View Geostats and Download

1. Import a Customer File with Postal Codes

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 coordinates for your customers instead of postal codes.)

i. Learn how to prepare a file for import into ENVISION to avoid common mistakes.

ENVISION FAQ (Opens a new page here on our Community)

How do I prepare data for importing files?

 

ii. Upload your Customer File to ENVISION

Walk-Through (this will open ENVISION and require you to log in)

Import a Customer File using Postal Codes

QuickStarts (step-by-step guides hosted here on our Community)

Importing Customers (contains guides for importing by address, coordinates or geographic codes)

 

2. View the Geostats and Download the Customer File

Learn how you can view the geocoding results of your imported customer file, and download it with appended geography and segment code.

iii. View Geostats and Download the Customer File with appended geography and segment code.

Walk-Through (this will open ENVISION and require you to log in)

View GeoStats and Download the Customer File

How-to-Read (PDF report interpretation guides hosted here on our Community)

How-To-Read a Geostats Table

 

3. Complete

iv. Congratulations, you have now successfully imported your customers into ENVISION!

Let's move on to Customer Analysis Reporting. Select your country version to continue:

CAD.png Lesson 2 (Canada Data): Customer Analysis Reporting
   
USA.png Lesson 2 (USA Data): Customer Analysis Reporting

 

 

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