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                                       Advanced Segmentation for Direct Marketing 

Benefits:

● Quick & unlimited segmentation 
● Segment on any query within The Raiser's Edge 
● Save time by segmenting in-house within minutes

SegmentOmatic allows for user-defined immediate segmentation of anything you can query within The Raiser's Edge. New version 2.0 provides advanced segmentation for The Raiser's Edge.


Segment on any Query Built within The Raiser's Edge

With the ability to quickly segment donors, users can gain a visual breakdown of donor activity by recency, frequency, and monetary value. Constituent selected or suppressed target campaigns for events, appeals, or capital campaigns are easily seen with multi-level hierarchy structuring. SegmentOmatic offers advanced user defined customization such as: the ability to create static queries of selected segments, create advanced appeal performance analysis reports and output to HTML or Excel.




Features:

● Selection and suppression queries ensure that only desired constituents are included 
● Enter per-unit costs and SegmentOmatic will keep a running tally of expenses 
● Drill down into any segment 
● Output a report of segmentation grids (with an additional "totals" grid) to HTML or open them in Excel 
● Assign a constituent appeal and package to all constituents in the selected segments 
● Automatically add Finder Number 
● Optionally update number solicited for appeal and packages and update package expenses 
● Configuration options allow you to establish ranges for all of your segmentation metrics 
● Monetary metric can be calculated using first gift, last gift, average gift, or cumulative giving amounts 
● Recency metric can be calculated and soft credits can be counted 
● User defined upper and lower bound 
● Custom Segmentation Codes 
● Export selected data with constituent, package, appeal, segment, gift and finder number data

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Omatic Software is a Blackbaud Partner Company
& Microsoft Certified Partner.
Copyright 2013 Omatic Software, LLC.