Author: Cindy Bond

Assigning Event Attributes for CASE Reporting

Are you planning a virtual event? An in-person event? A hybrid of both? New event Attributes have been created and applied to recent historical events in GAIL to allow reporting to CASE on statistical information for each event type. When setting up events going forward, please assign the appropriate attribute for your event, including each […]

By Cindy Bond | Blog . Front Page . Uncategorized
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How to unblock a constituents email address

There are many constituents in GAIL that we cannot reach due to there being a Do Not Email alert on their email address record. In an effort to combat this situation, you may use the “Block Removal” request link to share with those constituents on an as needed basis.  When sharing this form with blocked […]

By Cindy Bond | Blog . Front Page . Uncategorized
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Team Spotlight: Parent Giving

The focus of the Office of Parent Giving is to enhance and grow the culture of parent philanthropy throughout the UGA campus. The goal of the PLC (Parents Leadership Council) Grants Program is to help students thrive and dramatically enhance the undergraduate experience by creating a healthier, safer, and more enriching campus. Our team works […]

By Cindy Bond | Blog . Front Page . Uncategorized
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Tips for Address Processing and Name Format Options

Do you find yourself needing to send communications to a person’s residential address even though they may have their business address selected in GAIL as their primary address? No problem! You can use the Address Processing option called ASRV – Residence and Primary Address to accomplish this goal, and there’s no need to change the […]

By Cindy Bond | Uncategorized
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Birthday Card Correspondence vs Interactions

A guide for when to use one or the other. Happy Birthday! Everyone loves to be remembered on their birthdays, especially our alumni and donors. GAIL has a specific module for handling the monthly data lists for this! Please reach out to Client Services for a quick walk through on this process. This process actually tags the […]

By Cindy Bond | Uncategorized
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Did Someone Say “Batch Interactions”?

What is this thing?  And how do I get it? If you’ve ever wished you could key in one interaction and have it copy to multiple constituent records, or wished that you could keep a list of various interactions in a spreadsheet and have those imported into GAIL onto constituents records – that day is […]

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Mr. Direct M. Placeholder vs. Universe

If you are using Mr. Placeholder’s finder number for tracking your postal mail marketing effort, you should double-check that the record is actively included in the marketing effort export information. Before activating a marketing effort, it’s important to verify that “Mr. Placeholder” qualifies to be included in the final results. Find out how with these […]

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Prospect Referrals – Archived, Rejected & Particpants

Fundraisers: Learn how to show/hide archived referrals, how rejected referral notices are generated, and participants can now be added to referrals! Fundraisers can now filter out archived referrals on their “My Prospect Referrals” tab. Currently, all archived referrals are filtered out by default, however, you now have the ability to view them by checking the […]

By Cindy Bond | Blog . Front Page . News . Prospect Management
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Security for Sharing GAIL Data

Often, sharing GAIL data is necessary for mailing out your communications, but we need to ensure we are following the security rules and guidelines as outlined in our policies.

By Cindy Bond | Blog . Front Page . News
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New “Add a proposal” form

There is a new “Add Proposal” form that combines multiple Plan and Opportunity setup actions into one seamless process.  The interactive “Add Proposal” form guides users through only the required data points depending on the plan stage and the impending gift solicitation.  Less commonly used elements of plans and opportunities were removed to streamline a […]

By Cindy Bond | Blog . News . Prospect Management
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