Blog

New Planned Giving Tile

Since the beginning of GAIL we have recorded planned giving interest using various methods. To streamline those efforts, the Office of Gift and Estate Planning has consolidated self-identifying donors using a new tile in GAIL that we are calling the PG tile. The tile is populated using an attribute housed in the portfolio rating tab called “Planned Giving Indicator.” There […]

By Megan Powell | Uncategorized
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BEE Email Editor Updates

If you haven’t noticed already, some major updates to everyone’s favorite email editor went into effect last week. We know things look a little different, but all the features you need to design your emails are still there! Let’s walk through the changes. The biggest change that will affect all BEE users is to the […]

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New: Request Constituent Update

New feature alert! Do you ever come across outdated information in GAIL that you don’t feel comfortable updating yourself? We’ve created a useful shortcut for that exact situation. Now when you’re on a constituent record, under the Tasks bar on the left side of the screen you’ll seen an option called Request Constituent Update. This […]

By Emily Clary | General & Updates
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How to use DocuSign PowerForms for GAIL Access

https://www.youtube.com/watch?v=AHeauDwaxjc How to start a GAIL User Access PowerForm On the DocuSign PowerForm Signer Information page, you will enter information for yourself AND your direct Supervisor as it appears in OneSource USG. This will direct the electronic movement of the form in obtaining signatures, so be sure you enter the names and email addresses correctly. Once you’ve […]

By Eric Schmidt | Uncategorized
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Development Officer Activity Report

The Development Officer Activity Report is now live in GAIL! The report is refreshed hourly (8-5) on weekdays and can be accessed at any time. You can locate it in GAIL by clicking Development Officer Activity Report from the Fundraising functional area. Once the report loads, click your name to see specifics behind the totals […]

By Emily Clary | Uncategorized
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Events Custom Search

Did you know you can search for events in GAIL using a date range? This is a great feature if you’re not exactly sure what an event was named or the actual date it occurred. Simply click the drop down arrow on the Events functional area and choose Events Search (Custom). Then you’ll see the […]

By Emily Clary | Uncategorized
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New: Cumulative Giving Society Report

There’s a new method in GAIL for tracking how close our donors are to meeting the requirements for cumulative giving societies! You can access the Cumulative Giving Report on the Analysis functional area in GAIL by clicking on Custom Reports then Cumulative Giving Societies. You’ll be able to edit the recognition level percentages to view […]

By Emily Clary | 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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Solicit Codes & Storing Constituent Messages in GAIL

A Quick Review on Solicit Codes Solicit codes, found on the Communication Preferences tab on constituent records, are the way we manage opt outs in GAIL. There are broad codes like No University Contact, Do Not Solicit, and Do Not Email, but we also implement more specific codes. These could range anywhere from the school/college/unit […]

By Emily Clary | Uncategorized
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