SegmentOmatic Refresher Live Training
The SegmentOmatic Refresher Live Training is designed for existing users of SegmentOmatic who would like to sharpen their skills. This will be a 90-minute, interactive session.
This session will give an overview of:
- Hierarchy template configuration and functionality
- Profile setting review
- Segmenting process review
- Appeal configuration and appeal commit process
This session will demonstrate a process of committing appeals to constituent records and allowing users to see the appeal analysis within SegmentOmatic reports.
The training will be led by Omatic Software Consultant, Allison Bolduc.
About Allison: Allison Bolduc is a Consultant for Omatic Software in the Professional Services department. She currently assists clients in implementing, learning, and maximizing their use of Omatic products. Previous to holding her current position at Omatic Software, Allison worked for seven years in the nonprofit world as an Associate Director of Development at the Charleston Animal Society and as a Membership Coordinator at the Gibbes Museum of Art.