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How to Install the RFM Basic Add-On for Excel

Once you have purchased Staupell RFM Tool Basic: Overall RFM Calculator for Nonprofits, you will receive an email with your tool to download.

Note: You will want to install the tool on the computer where you will use the product — you can use one license on only one machine.

Make sure to unzip the folder and then click, <Setup.exe> to download all of the programs that you need to run the add-in.

Once you have finished the installation, open up Excel and click on the Staupell Tools ribbon. You will enter your license key after clicking the <Manage License> button.

Your license key is emailed at the time of purchase.

If you have questions or run into issues, email Marianne and marianne@staupell.com.

Next: Using Staupell RFM Tool Basic: Adding Data and Computing Scores