General FAQ
For your free version of AlignMix simply click the download button on the home menu. Or you can click here to go there directly fro this page.
Yes, its really really really easy. We have even made videos to help you step by step from start to finish. Click here to go to the how to page.
If you have account data, then great! That’s basically all you need. You will need account names and address’ including zip codes. If you have current territory assignments and sales rep assignments then you can import those also.
A video showing how to set up data can be found here: Setting up your data in Excel
The Free trial of AlignMix is completely free. The only additional costs come if you want to buy additional maps (i.e. international maps) or demographic data. The Professional version (Annual License) provides additional functionality and is licensed on a per-user-per-year basis. This covers upgrades to the application and underlying zip code data. There are no annual maintenance fees, just the annual payment for AlignMix Pro.
A link to all the technical requirements for AlignMix 2016 can be found here.
Unfortunately AlignMix is not currently available for the Mac.
The help-file can be accessed by pressing “F1” from within AlignMix. Alternatively you can access the online version at https://www.alignmix.com/manual/
Currently we only provide one type of alignment data output (into Excel). This is a feature we plan to add in the future.
If you have any issues with the software please let us know right away. You can click here to send us a direct email or click the contact us link on the home menu. IF you have suggestions regarding new features or tools please let us know. Use this link to send us an email. If we like your idea we will extend your license for a few more months as a thank you.
Zip Code data is data that is linked to a single zip code. This could be demographic data (population per zip, average income per zip, etc).
Account Data is data that is linked to a sales account. This data is only linked to a account and not a zip code. This means that just because a account is located in a territory it doesn’t necessarily mean that it is also assigned to this same territory.
For a more detailed explanation watch this video: The Difference Between Account Data and Zip Code Data
Setting up AlignMix
Once you have downloaded the file and launched the application you’ll see a pop up with a code. Simply click the button that says “register” underneath this code to send the activation to our servers. Once we confirm that your email is real we will automatically activate your copy of the software.
When you load the AlignMix software the first time you will see a pop up asking for an activation code. You will also have a machine ID displayed in this same pop up. Simply click the Email button to send this information to us and then we will send you an activation key within 24 hours.
Click here for a video that shows you how to Activate AlignMix: How to Activate AlignMix
You need to activate the software so that we make sure that the software is used by an actual person and not by a bot. Also, we are required to know who is using our software due to certain components that are licensed for the software.
Each activation key is valid for one full year. There are times after major windows updates where you will have to request a new code. These are rare. But they do happen. Just email us the new machine ID and we will send over an updated activation code.
To change the base geography of your sales territory file you will need to start a new AlignMix file. Click on file, and then click on new. Here you can select which country and which base geography you wish to use for your territory alignment.
A video showing how to select different countries can be found here: Changing the base geography
In order to select different countries in AlignMix you first need to download and install them into the software. To download these maps first visit www.alignmix.com/international and download the maps you want to use in AlignMix. After the download is complete just double click on the international file and AlignMix will install it. In AlignMix you can only create sales territory maps for one country at a time.
A video showing how to download and install international maps can be found here: Installing International Maps
In AlignMix you can only create sales territories in one country at a time. To select a different country (visit the international page for international maps) click on file. Start new project. And select the country you are looking for. If you would like additional countries they may be available for an additional licensing fee.
A video showing how to select different countries can be found here: Installing International Maps
In order to import county based sales territory data you first need to change the base geography to US Counties. Then in your data set you need to make sure you have FIPS codes for your data. Information about FIPS codes can be found here:
A video showing how to import county based data can be found here: Importing county based sales territory data
Yes. In the configure layers options you can turn on and off the world layer. This will allow you to view your sales territories without showing neighboring countries.
A video showing how to turn on and off the world layer can be found here: World Layer Options
We decided to not place any update “nag” screens into AlignMix. Therefore we recommend checking for updates via the AlignMix software every few weeks. If there is a major update then we will email everyone to notify them that they need to go ahead and update the software.
Here is a video that shows how to update the AlignMix software: Updating AlignMix
Yes! Yes you can. Simply click on Configure layers. Then un-check the box in the bottom left that says “world”
Click here for a video that shows how to turn off the World Map layer: World Map Layer
Using AlignMix
You can create a sales territory label out of any data set that you have imported into AlignMix. First click on Configure layers. Select territories from the left side of the pop up. Now click on the “plus”button to create a new sales territory label.
A video showing how to do this can be found here: Territory Labels
You first need to add a sales territory label. You do this by clicking on configure layers. Then selecting territory and then clicking on the plus sign. Here you can select which data set you want to display as a sales territory label. Now to add a prefix for this label click to the right where it says caption and simply type in the prefix you want to use for this sales territory label.
Click here for a video that shows you how to Customize the Sales Territory Label Prefix: Sales Territory Label Prefix
To toggle on the account names you first click on “view” then toggle on the account name button. You can also further customize the labels via the configure layers tool.
A video showing how to do this in greater detail can be found here: Setting Account Labels
To add a different prefix, suffix, or currency symbol you first need to click on Data Definition. Then select the data set you would like to customize and then make your changes and click ok.
For a video showing how to customize data formats click here: Customize Data Formats
If you have accidentally added to many sales accounts or zip codes to your newly designed sales territories and don’t want to use the undo feature. Then, you can easily un-assign zip codes by using the touch align tool and click the right button instead of the left. You can also lasso the areas you wish to un-assign and then select un-assign zips and accounts.
A video showing how to do this can be found here: Unassign Zip Codes
This may be caused during the import process. To fix this make sure your data file has a column that represents the account segmentation that you use for your company. Then during the import process make sure to drag that data column to where it says segmentation. This will allow the software to import your accounts into account segments.
A video showing how to set up your segmentation can be found here: Importing Segmented Sales Accounts
Yes! Of course! To delete data click on Data definition and then select the data set you would like to delete and then click on the delete button.
Click here for a video on how to delete data sets from AlignMix: Deleting Data Sets
One of the best ways to prevent changes in sales territories is to use the Lock tool. This will lock the territory and prevent any changes from being made. To lock a sales territory simply right click on a sales territory. Then click on Lock.
Click here for a video that shows how to lock your sales territories: Territory Lock
AlignMix defaults to Zip Code based sales territories. To change the base geography to FIPS (county) you first need to click on file, then click on new project. From this dropdown menu you can select a different base geography.
Click here for a video that shows you how to create County based sales territories: Creating County Based Sales Territories
To keep your sales territories within state borders simply click and hold ctrl on your keyboard while using any of the alignment tools.
For a video showing how to keep sales territories within state borders click here: Keeping Sales territories within state borders
To delete sales reps click on edit sales reps. And then select the sales rep you wish to delete, and click delete.
Click here for a video showing how to delete sales reps: Deleting Sales Reps
Yes! To make you sales accounts larger all you need to do is adjust the size and zoom levels. First open up configure layers. Select the account segment you would like to customize. Now adjust the min/max icon size and also adjust the zoom level for the icons. The first tick mark represents at what zoom level the icon will appear. The second tick mark represents at what zoom level the icon will reach max size.
Click here for a video showing how to customize your sales account icons: Sales Account Customization
To rename account segments you first need to click on configure layers. Select the account you want to rename and then click on the rename button. Now, type in the new account segment name. Click ok to finalize the change.
Click here for a video that shows you how to rename account segments: Renaming Account Segments
If you have multiple account segments imported into AlignMix (Pro Version only) then the software will automatically try to fit them all into the legend so that you can see all the account types at once. If you want to customize that legend even further you can do so by clicking on “configure layers’ and then selecting legend at the bottom left.
Click here for a video that shows you how to Customize the account legend: Customizing the Account Legend
To rename a sales territory you simply right click on the sales territory. This pulls up the AlignMix Radial tool. From here click on Properties. At the top of this screen you can now change the name of your sales territory.
Click here for a video that shows you how to rename sales territories: Renaming Sales Territories
With just a few clicks you can copy account data or zip codes by sales territory and paste them into another software. First select the territory lasso. Now lasso the sales territory that you want to copy data from. When the pop up appears click the copy button at the bottom left. That’s it. Now simply paste this data into Excel or any other peice of software.
Click here for a video that shows you how to copy sales territory data: Copy Data to Clipboard