Blog

Instructional Aides

We’ve developed some new instructional aides to guide you through several business processes in GAIL. Click on one of the links below for more information!

By David Ornelas | Blog . Front Page
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Video Tutorial: Direct Marketing Efforts

Do you ever find yourself stumped on Direct Marketing Efforts? Not to worry, Client Services has developed an instructional video to walk you through the entire process. Stay tuned for more videos!

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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How to Copy a Past Marketing Effort

Need a handy shortcut for those monthly emails or newsletters? We’ve got the answer! Simply copy an activated marketing effort and update the components to support your new purpose.

By David Ornelas | Blog . Direct Marketing Efforts
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GAIL Training Diagram

Ever wonder what GAIL training sessions to attend in order to update records, request and process data, or send mass communications? Well we have the answer for you! Take a look at the GAIL Training Diagram below.

By David Ornelas | Blog . Front Page
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May 2016: New Graduates, Staff, and Deceased

The following data has been or will soon be updated and available in GAIL— May Grads, Employment and Deceased…

By Cindy Bond | Blog . General & Updates
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Development Officer Impact Report

Do you need a quick way to check  your status with your asks, visits and interactions?  Good news!  There’s a report that will do just that!

By Cindy Bond | Blog . Prospect Management
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FY16 UGAF Year-End Closing Schedule

Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.

By Cindy Bond | Blog . General & Updates
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Setting Permissions on Queries

From time to time, the reporting group may need to check, edit, or help you with queries. In order to do this, it is very important that all users remember to permission all queries so that GAIL users with Query and Report access can edit them.

By David Ornelas | Blog . Front Page
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Update: Exclusions in Marketing Efforts

The recently reported issue of missing Marketing Effort exclusions and solicit codes has been resolved. However, it is still advised to double check your efforts prior to sending them out, and as an added assurance, you can review exclusions in marketing efforts by running a Marketing Exclusions report.

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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Acknowledgements – New Prospect Fields

Based on feedback from the Donor Relations teams’ visits across campus focused on Stewardship, new fields have been added to everyone’s Acknowledgements processes to include Prospect Manager and up to 3 Prospect Plan Managers.  These fields were added to the end of everyone’s export definition files in order to avoid interrupting any predefined merges you […]

By Cindy Bond | Blog . Front Page . Revenue
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