Sharing a Segment
Have a segment that you want to share with a colleague using GivingTree? Easy!
After applying your desired filters and/or navigating to the saved segment you wish to share, click the Actions dropdown menu near the top right and select Share Current Search Criteria.
From there, you can either copy a Sharing Link or share the segment via email - just enter your colleagues name, click "Notify by email," and enter a message (optional). Finally, click Share and you're all set!
Note, if "Notify by email" is unchecked, the user will still be notified via a notification/alert in GivingTree.