Author: Cindy Bond

REMINDER: Exclusions in Marketing Efforts

Blackbaud CRM’s latest upgrade contained a glitch which overwrote many exclusion preferences on marketing efforts.  That glitch has been corrected, although activated marketing efforts may now incorrectly appear to have had no exclusions named in the address processing.  When creating new marketing efforts (especially by copying previous jobs), take care to review and replace those […]

By Cindy Bond | Blog . Direct Marketing Efforts
DETAIL

Educational Institution in Query

With the recent Blackbaud update, changes were made to the Educational Institution field in query. Going forward, please use the “Educational Institution Record” located in the “Educational Institution” table which is a sub-table within the Education History or Education (Primary) tables. Click ‘Details’ for the step by step instructions on where to find it and […]

By Cindy Bond | Blog . Query
DETAIL

Marketing Effort Automatic Refresh

There are several reports in GAIL that show the progress and success of marketing efforts, these generally rely on the user(s) to manually ‘refresh’ their efforts individually prior to running a Marketing Revenue report (for example).  However, a new nightly process has been added which will refresh these marketing efforts that have recent revenue posted to them, which […]

By Cindy Bond | Blog . Direct Marketing Efforts
DETAIL

New Echelon Scores in GAIL

Echelon is just ONE wealth indicator (and specifically – this one points to asset liquidity).  Although these variables are currently unverified, it is a way to identify some new constituents in the UGA family for potential giving, primarily while their students are on campus.  Freshman, and some Sophomore, Parent records have been updated to include […]

By Cindy Bond | Blog . Prospect Management . Revenue
DETAIL

GAIL SP6 Update

Over this past weekend, the latest service pack from Blackbaud (SP6) has been applied to the GAIL system which is slotted to correct and/or enhance a number of our processes.  This should be an ‘invisible’ update for our users, but as always, if you run into any issues, please alert ASKIT@uga.edu and include details.

By Cindy Bond | Blog . General & Updates
DETAIL

December 2015: New Graduates Upload

The December graduates were loaded into GAIL this past weekend but will not be available for data requests until another week as the Alumni Records office has to edit and update information for each graduate.

By Cindy Bond | Blog . General & Updates
DETAIL

How to Query LAIT Scores

Query Builders – There is a new prospect tool that has been added to GAIL recently called LAIT. Linkage—Ability—Interest—Timing (LAIT) The research score known as the LAIT score is one method of tracking prospects by prioritizing fundraising efforts. It assists fundraisers in directing cultivation and solicitation energies toward those individuals or organizations which are most […]

By Cindy Bond | Blog . Query
DETAIL

2016-2017 Alumni Directory Initiative

The Alumni Association is in the opening phase of a year-long Alumni Directory project conducted by Publishing Concepts, LP (aka PCI). PCI will begin communication with alumni in March, 2016 and conclude with a final directory being produced in March, 2017.  UGA Alumni will receive e-mails, postcards, and calls to verify and update their information […]

By Cindy Bond | Blog . General & Updates . News
DETAIL