NOTE: The helpdesk ticketing system in this video/article may look different as we begin our transition to TeamDynamix. Once this change goes into effect, you will see a notice when you attempt to submit a request through ASKIT. The link provided in that notice will take you to TeamDynamix where you can submit your request. If you have any questions, please reach out to a member of the Client Services team.
As our division and our efforts continue to grow, so does the information stored in our database, which means a continual increase in the number of segments housed in GAIL. Lately, to conserve space and reduce confusion among users, we have begun to look for ways to reduce the number of new segments being created. Here are a few ways you can help us out!
1a. Before creating a new segment, search to see if one already exists
1b. Additionally, if you get the below error when saving a segment, that means there is a segment already out there that matches the one you’re creating. Consider using the existing segment instead of saving the new one.
2. If you can’t find what you need, is there one that can be updated? For example, can previous year’s donor segment be updated for this year?
3. To help make it easier to search for segments, please make sure to name your segments to match your selection, rather than naming it to match your marketing effort. This will also make it simpler to use one segment in multiple efforts!
4. Let us manage your segments for you! When you submit an AskIT ticket for a new selection(s), you can now request that your segment(s) be created as well! Select the help topic “Reporting and Query/New Query or Selection Request” or Reporting and Query/Selection Refresh” and it will ask if you would like a segment created or updated: