Direct Marketing Efforts

Marketing Effort Automatic Refresh

There are several reports in GAIL that show the progress and success of marketing efforts, these generally rely on the user(s) to manually ‘refresh’ their efforts individually prior to running a Marketing Revenue report (for example).  However, a new nightly process has been added which will refresh these marketing efforts that have recent revenue posted to them, which […]

By Cindy Bond | Blog . Direct Marketing Efforts
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GeorgiaFunder Updates: Donor Counts & Dollar Initiatives

GeorgiaFunder, UGA’s crowdfunding application, can now support donor count contests as well as dollar initiatives. The screen shot below will show you a sample GeorgiaFunder project that is utilizing this new functionality. For more information, please contact Anna Gray at annagray@uga.edu.

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Giving Anonymously

Understanding the various levels of anonymity can be tricky. We get it. Continue reading to learn how to easily tell whether a person and/or gift is anonymous.

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CDPG Donor Recognition Preferences

  Office of Gift and Estate Planning Deferred Donor Recognition Preferences   In stewarding a deferred gift donor, there is nothing of greater importance than ensuring that a donor’s recognition preferences are honored. Accordingly, this document serves to clarify the various recognition options available to a planned giving donor and summarizes the method for capturing […]

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How to Process a Postal Mail Marketing Effort

If/and when the naming convention CDAG is used, substitute any naming convention unique to your school/college/unit. A full list can be found at https://dar.uga.edu/index.php/gail/gail_naming_conventions *** 2 Options for Creating a New Marketing Effort: Copy an Existing Marketing Effort, edit name of effort, update all aspects with appropriate settings. Create a New Marketing Effort using one […]

By David Ornelas | Blog . Direct Marketing Efforts
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Using the Email Mover Site

Planning to create an email template in MailChimp and move it into GAIL? You’ll want to make sure you’re hosting the email on a static server. Use ours if you’d like by following the steps below. 

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Email Statistics by Date Report

Do you find yourself needing to compare statistics for 2 or more emails? If so, you’re in luck. A new report has been created that will allow you to do just this.

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GAIL Reports Glossary

Constituents Constituent Credit Total Report This report provides a summary of a donors giving history by Site, Year and Total Amount.   Constituent Profile Report This report offers a variety of information options you can choose from and compiles it for a screen view.  Includes information such as:  biographic data, spouse information, education, basic event […]

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Corporate and Foundation Relations Consolidated Giving Report

*Please ensure that a Non-Disclosure Agreement has been signed before sharing information with an individual or vendor outside of GAIL. When sharing data all documents must be sent through the SendFiles application. http://support.dar.uga.edu/GAIL/ask-it/ Once the appropriate mandatory forms have been received, then you may use UGA’s secure file transmittal method of SENDFILES. Do not ever send […]

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Corporate Information for Organizations

Do you need to see information for several organizations in one group? If so, you can now view “Corporate Information” found on the Parent Company’s record. Follow these simple steps:

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