Blog

BBIS Automated Email Capabilities

If you’re not familiar with BBIS, you’re not alone. BBIS is another communication module in GAIL (in addition to marketing efforts and event invitations) that can be used to send emails based on queries. A distinguishing feature of BBIS is the ability to set up recurring, automated emails. Multiple teams are already utilizing this feature […]

By Emily Clary | Uncategorized
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New Required Field on Interactions

The Owner field when entering a new interaction has been made required. The user creating the interaction will be added to this field by default and the field must be filled in order to save the new interaction. If you are entering the interaction on behalf of your development officer, you can search and select […]

By Emily Clary | Uncategorized
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iCal & Google Cal Links on Event Registration Forms

Per user requests, we have added a field to the Event Registration Request Form on AskIT to include either iCal or Google Calendar links. This will allow your event registrants to immediately add a notification to their own personal calendars. If you have any questions regarding this update, please email askit@uga.edu.

By Emily Clary | Events Management
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Updated Meeting Interactions Review Process

As you know, each Initial/Return Meeting that is entered into GAIL is reviewed by a member of the Prospect Management Team, and with the help of Advancement Services, a new page has been created where you (the DO) will be able to see where in the review process your interaction is. Each of your meeting […]

By Emily Clary | Prospect Management
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New Tools

The Advancement Services teams have been busy creating new tools to enhance your GAIL experience! Select from the tools below to jump down to each relevant section. Annual Giving Analytics Constituent ListBuilder Constituent Mapping Fundraising Totals to Date Annual Giving Analytics The new Annual Giving Analytics tool is an integration of Tableau. Similarly to the […]

By Emily Clary | Uncategorized
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Gift Accounting: 2020 Year-end Processing

An important message regarding the UGA Foundation’s year-end gift processing deadlines:   Over the holidays, the best way for donors to be sure their gift is posted in 2020 is to make an online gift via credit card by 11:59 PM on December 31, 2020. Please direct donors to give.uga.edu/commit. Donors may also make a […]

By Eric Schmidt | Uncategorized
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New Tile: Cumulative Giving Societies

A new tile has been made available on constituent records that shows membership in UGA’s Cumulative Giving Societies. This tile will be a great opportunity for fundraisers to easily identify prospects who are close to having money-in-the-door giving that would either bring them into one of the Cumulative Giving Societies, or bring them up to […]

By Emily Clary | Uncategorized
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Why We Need Non-Disclosure Agreements

Lately you may have been hearing a lot about GAIL Non-Disclosure Agreements. While they may seem like just another form, they’re actually a very important piece of the puzzle that is sharing GAIL data. NDA’s allow Advancement Services to keep track of when GAIL data is being shared. When you begin a Non-Disclosure Agreement, it […]

By Emily Clary | Uncategorized
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The Dangers of Copying Event Invitations

Danger! Alert! If you are about to copy the recipients of an old event invitation into a new one, stop what you’re doing. I don’t mean to be dramatic but… oh wait, yes I do. Copying an old event invitation can have disastrous results for your event and department overall. Maybe you’ve noticed this Copy […]

By Emily Clary | Uncategorized
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