Lesson 1: Import Customers, Profile Customers and/or Variables

1. Import a Customer File with Postal Codes

Note: If you have already completed Customer Analysis or if your organization does not work with customer data, you can skip this step and proceed to 3. Profile Customers or 4. Profile Variables.

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.

ii. Upload your Customer File to ENVISION

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.

3. Profile Customers

iv. 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.

4. Profile Variable(s)

v. 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. Many organizations use behavioural profiles in combination with, or in lieu of, customer profiles to help understand their target populations. This will use a standard benchmark.

3. Complete

iv. Congratulations, you have now successfully imported and profiled your customers and/or variable(s) in ENVISION!

Please proceed to Lesson 2: Target Group Creation