Client Support Resources.

 

Quickstarts:

Click below to download documents we have put together to help you navigate through various software products in quick, easy and intuitive steps.

 

Portfolio (Allocate)

Portfolio Training Guide
Installing & Authenticating a License File
Adding Geographies to Pick Geography Tab
Adding Profile Sets
Adding Virtual Variables
Creating a Circular Trade Area
Creating Multiple Circular Trade Areas
Profiling a Consumer Group
Searching for Geographies and Variables
Selecting & Filtering Geographies

MapInfo Pro:

Appending Retail Mosaic Data to PCs
Mapping Data from Solocast
Mapping Excel Data
Creating a Thematic Map
Combining Geographies
Adding Portfolio Data
Running Portfolio Reports in MapInfo
Adding a North Arrow and Scale Bar
Embedding a Thematic Map's Legend

Portfolio (Solocast):

Profiling
Adding Profile Sets
Creating a Mosaic Profile

Manifold (Easy Profiling):

Getting Demographics by Postal Code
Using Manifolds New Reporting Screen
Quick Start for FSAs and Other Geographies
Quick Start for Trade Areas

Other

Prepping your data

 

Video Quickstarts

Click below to download Webex Video Tutorials that we have put together to help you navigate through software products in quick, intuitive visual steps.

To learn how to download the Webex Video Player for free click here

Portfolio (Allocate)

Adding Virtual Variables
Creating a Circular Trade Area
Creating Trade Areas Around Multiple Points
Searching for Geographies and Variables
Selecting & Filtering Geographies
Adding Profile Sets
Adding Geographies To Pick Geography Tab
 

Manifold (Easy Profiling):

Getting Data by Postal Code
Building a Circular Trade Area
 

MapInfo Pro:

Adding a North Arrow and Scale Bar
Embedding a Thematic Map's Legend