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!

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Note, if "Notify by email" is unchecked, the user will still be notified via a notification/alert in GivingTree. 

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