AlignMix 2018 Beta Testers Tutorial

Please watch the video to get a basic understanding of the new features in AlignMix 2018. Here’s the list of changes:

2018-01-09 Version 2018.0.0.258
NEW – Export KML / KMZ files!!
NEW – Assign unassigned accounts to host geograph’s territory
NEW – Right click on territory to export to KML or Excel
NEW – Export current territory boundaries as KML / KMZ file
NEW – Save static boundary files as KML / KMZ files
NEW – Export data filtered by a static layer
FIX – TouchAlign is now always clickable
FIX – Updating the geography dialog was hidden by splash screen
FIX – Minor formatting error when exporting territory data
FIX – Would crash if geography for country not installed

Installing International Maps

In this AlignMix how to video you will learn how to download and install international maps. The process of installing these international maps vary slightly depending on what browser you use to download the international file with. If you use Google Chrome the process will work just after double clicking the installed file. If you use Microsoft Edge or Explorer then you will have one more small step that just takes about 15 seconds. You will have to convert the zip file to a “.alg” file. You can do this by right clicking on the international file and then click properties. In this screen simply delete the “.zip” and replace it with “.alg” click ok, and then Yes. This file will now be a .alg file. Double click it and now AlignMix will install this new international map.

 

Activating AlignMix

In this video you will learn how to activate AlignMix. If this is the first time you are using AlignMix then this is the first video to watch. After you download and install AlignMix you will be asked for an activation code. Simply click the email button that appears when you load the software. The AlignMix team will then send you an activation code that you can then copy and paste into that pop up. This will activate AlignMix on your computer. If you have applied for the Pro trial, then you will have full use of the Pro version for two weeks, after the trial is up the software will downgrade to the free version of AlignMix. The free version of AlignMix has all of the tools and features of the Pro version but with some limited functionality. If you have just purchased the Pro version, the activation code will activate the Pro version on your computer for a full year.

Sales Account Labels

You can display sales account labels for every sales account that you have imported. All it takes is just one click. Under view you select account labels. Now when you zoom into your sales territories you will be able to see the name of every sales account.

Merging Sales Territories

In this AlignMix how to video you will learn how to merge two sales territories into one. To do this you simply use the territory lasso tool and lasso two territories. Then you follow the prompts and choose which territory the two of them should be merged into.

Creating County Based Sales Territory Alignments

 

AlignMix will default to creating sales territories by 5 digit zip code. But what if you are only interested in creating county based sales territories? Well, in just a few clicks you can change the base geography in AlignMix and also set it as the default setting for future county based territory maps. Simply open AlignMix and then click on new. From the drop down menu you can now select the base geography you want to use for your new sales territory map.

Changing Default Settings

In AlignMix you can easily change the default verbiage settings to match what your company uses in house. If you don’t have sales territories but do have sales areas then you can make that change with a few clicks. You can also change what you call Sales Reps, Customers, and Districts.

Adding Sales Reps

In just a few clicks you can add and assign new sales reps to your sales territories. Simply right click on the sales territory and then click on properties. In this screen you click the plus sign next to sales rep and then type in the sales reps name and the home zip code, and click okay. That is it! You have now added a new sales rep and and assigned them to a sales territory.

Sales Territory Label Prefix

When displaying sales territory data via the sales territory label you may forget which data set you are actually looking at (especially if you have multiple territory labels). This is why in AlignMix you can add a custom sales territory label prefix to any sales territory label. You simply click on Configure layers and then select territories. From here you simply add the caption for the sales territory label and click okay.

Account Icons

In AlignMix you can customize the icons for each sales account and also modify at what zoom level each icon appears at. This allows you to create the best type of map display for your business.