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Segmenting Wealth Ratings in RE NXT

Potique Johnson

Good morning.

We are starting to develop and use a Predictive Index model. I am currently doing a lot of “manual” work in sorting and segmenting in Excel certain “groups” of donors AFTER I already have a Query/Export. I want to know if anyone has a best practice that once they have been identified and segmented into the groups you want- how do you “keep them identified” in RE without running the same reports and going through the same process?

My guess is using a table in Attribute, but I wanted to see what everyone else does.

Thank you for your time. Potique

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Faith Murray

Potique, see my other post: Attributes do work very well, but you also have Prospect Giving Preferences, Prospect Ratings, and solicit codes to help track. Best of luck!