Blog

How to Attach a PDF to your BEE Email

Email best practices state that the content created for your constituents should be concise, informative, and eye-catching. By inputting too much content into your email, it might make it look cluttered and difficult to read. Sometimes instead of inserting a lengthy letter or article directly into your email, you may need to attach a document to […]

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Acknowledgements – Output Fields Guide

Acknowledgements are processes in GAIL that are used to send out thank-you letters to your donors.  Every school/college/unit has at least one acknowledgement process already established in GAIL.  If you, or someone on your team, has not been trained on Acknowledgements, please email Cindy Bond at cmbond@uga.edu to coordinate a training date and time.

By Cindy Bond | Blog . Front Page . General & Updates
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Fall 2018: New Student & Parent Records Upload

On September 2nd new student data was added to GAIL via information provided by the Registrar’s office. This impacted 38,328 student records and also added/updated parent information if available.  These new individuals will now appear in your current student/parent selections when processed through a marketing effort or event communication.

By Leslie West | Blog . General & Updates . News
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Qualifications Have Moved from Plan Type to Plan Stage

In an effort to streamline and simplify, Prospect Management has disabled the qualification plan type for use going forward and instead will rely on a Qualification step/stage within any gift plan.  The most recently completed or next pending step determines a plan’s stage.

By Leslie West | Blog . Front Page . Prospect Management
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Enhancement: BEE Undo Option

The latest enhancement to BEE lets you “undo” changes made to your email content. When you click into a content box and begin making edits, you will see a history and undo icon appear in the bottom left corner of your email window. Use these tools to undo a single edit or jump back in […]

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Fall 2018: On-Boarding New Employees with GAIL

The office of Client Services is happy to welcome all new UGA employees to our Fall 2018 semester! During the next few months, a large portion of our new employee pool will be on-boarding with GAIL. This means registering and attending a GAIl 101 training class. GAIL 101 training must be completed by all new […]

By Leslie West | Blog . General & Updates . News
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GAIL Access Termination

Attention All Users: The policies for having access to GAIL dictate that any user that has not logged into GAIL within the past 6 months will have their access terminated.  Additionally, if you have not signed into GAIL within the past 12 months, you will be required to take a GAIL 101 as a refresher […]

By Cindy Bond | Blog . General & Updates . News
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Marketing Exclusions Report

If you want to know which constituents are being excluded from your effort and why, you can run a Marketing Exclusions Report.

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How to Create a New Plan and Add Steps

If the process of adding steps to a brand new plan seems like a multi-step system, next time try utilizing the steps tab shortcut within your plan screen. This tab allows you to either build steps from scratch or insert a pre-made steps outline.

By Leslie West | Blog . Front Page . Prospect Management
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FY18 GAIL Year-End Statistics

Do you ever wonder how many marketing efforts and event invitations are sent out in a fiscal year? How many people are we reaching? What’s the average number of communications a constituent receives per year? All this information and more can be found on the FY18 GAIL Communications Statistics Infographic.

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