When creating a postal Direct Marketing Effort, did you know you can calculate record counts ahead of time to plan for printing material and budget? Here are a few helpful tips to get you started!
GAIL users, if you’re planning to send your next newsletter or solicitation, save yourself some time and use the copy option for Direct Marketing Efforts. Lucky for you, G-Wiz now includes an instructional guide for this process. Guided arrows have been added to the instructional slides to prompt you for the next steps. Here’s an example below: […]
A new Plan Dashboard has been added as a new tab inside your Prospect Plans which comes from an idea shared with us from the Law School as something that would be very helpful for their development officers. The information that displays on this new tab actually comes from the Contact Reports which include more […]
The Corporate Info tab on the Organization page has been updated with more details representing subsidiary structures of larger companies. Individual records with identified employee relationships to these organizations provide employee giving, employee counts, and prospect plan activities. Use this tab to view the financial impact.
Data Additions to GAIL as of early February are listed below! The Human Resources data has updated 10,525 records December graduates have uploaded 2,519 records New photos have been added to over 16,000 records New email addresses have been added to over 20,000 records LinkedIn URL’s have been added to over 16,000 constituent records Business Relationships have been […]
GAIL Users, in our continued efforts to enhance the overall GAIL experience, the Office of Client Services is proud to announce that G-Wiz is live! G-Wiz is a web-based interface that guides users through the marketing effort and event communications process. By answering a few questions, users will be shown specific instructions based on their […]
GAIL users, have you noticed the Constituent Timeline tab on the Constituent Page? The timeline currently allows you to show and hide all recognition and interactions related to a constituent. Advanced filtering and the ability to include communications are planned to be added in the near future.
A new tile has been created that will allow you to see at a glance whether the constituent you’re viewing in GAIL is a Stewardship Recipient of a fund, and will include a scrolling list of all funds they are a Stewardship Recipient for, as applicable. This constituent information still lives on the Stewardship Recipients […]
It was recently brought to our attention that when querying for payroll withholding recurring gift transactions (i.e. the recurring gift itself, not the payments) using Inbound Channel is not capturing all Payroll Withholding recurring gifts. To avoid missing payroll recurring gift transactions, please use transaction type “Recurring Gift” and “Credit Type” under the Credit Card […]