New Version 2.0 Provides Advanced Segmentation for The Raiser's Edge

Segment-O-Matic offers:

• Segment by anything you can query on in The Raiser's Edge
  
  
• Segment donors in seconds to see a visual breakdown of your donor activity by recency, frequency, and monetary value

• Easily see who to target for events, appeals or capital campaigns with multi-level hierarchy structuring
  
  
• Selection and suppression queries ensure that only desired constituents are included 

• Select individual segments by clicking on them, or blocks of segments with a click and drag

• Enter per-unit costs and Segment-O-Matic will keep a running tally of your expenses

• "Drill down" into any segment in list or grid view, then drill down to individual records from the list

• Create static queries of selected segments

• 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
  
  
• Segment on any query built within The Raiser's Edge
  
  
• User defined upper and lower bound
  
  
• Custom Segmentation Codes
  
  
• Export selected data with constituent, package, appeal, segment, gift and finder number data