OSL Support
This type of meeting is scheduled only for Campaign partners, not Organizer partners
Regular check-in meetings
This is the method Organizer partners use to make requests or troubleshoot issues, as they don’t receive regular check-in meetings
Submit a Zendesk ticket
A partner wants to remove specific districts from their Atlas data in Organizer. What should you say?
Removing specific geographies from an Organizer account is currently not possible
What is the Custom Attribute type that allows you to set one value for a single profile?
Single-Select
If an Organizer partner requests this after onboarding, they may not receive it, though Campaign partners can
Additional training or re-training beyond the original onboarding
An Organizer partner submits a Zendesk ticket to create an additional Organizer account. Who owns the ticket?
Partnerships
A partner reports that they cannot apply a Custom Attribute to a Single Profile in Organizer. What can they do to apply Custom Attributes at the moment?
Apply the Custom Attributes via an Import
What is the maximum Segment or List size limit for an Email effort in Organizer?
20,000
Organizer partners cannot request these reports to gain insights into their campaign efforts during or after an election
Mid-Election, Post-Election, or Custom Reports
This is where a PSM should coordinate with their DM to complete an Organizer partner request submitted via Zendesk
Asana
A partner is trying to export their Script used in a Canvassing effort but says they can't find Scripts in Export. What should you explain about where Scripts are located in Export?
Scripts are currently housed under Forms in Export
What is the list size limit for exports in Organizer?
500,000
This data preparation task is currently offered to Organizer partners because of limitations in the Organizer import tool
Data cleaning for CSV imports
An Organizer partner submits a Zendesk ticket, and it is unclear which team should own it. Who makes the first determination of ticket ownership?
Support Team
A partner is trying to export outreach activity from Organizer but receives a 'failed' message. What could be the likely cause of this export failure?
The specific Outreach Activity effort selected does not contain any data
What phone banking disposition leaves the phone number in the phone banking queue?
No Answer
Starting in 2025, partners who transitioned to the Organizer Service Level will have this engagement-tracking tool maintained, but they cannot request further updates or changes
Ladder of Engagement
When an Organizer partner submits a Zendesk ticket, these individuals are responsible for creating an Asana ticket assigned to the PSM, who will then coordinate with their DM.
Zendesk Team
A partner is trying to set up conditional logic in Forms but says it is not working. What is a good first troubleshooting step?
Check that the value being assessed for the conditional logic is inputted with exact spelling and case sensitivity
A partner reports that their import is creating additional profiles even though they had exported a group of profiles and their Profile IDs associated with an outreach effort from Organizer. What step should you advise them to take to ensure the export pulls the most up-to-date profile IDs?
Include at least one Profile attribute in addition to the Outreach Activity attribute in the Export to ensure the correct and current Profile IDs are used