Coming Soon: BEE Email Editor
The Advancement Services team is excited to announce that we are in the final stages of testing a new email editor in GAIL. That’s right, no more toggling between screens […]
Updating the Package Code for Multiple Segments in a Direct Marketing Effort
When copying a direct marketing effort, please ensure to update the package code (this makes the Source code unique to the new effort) to ensure that all gifts trace to the correct […]
Email Statistics
Due to technical issues in GAIL, the Email Statistics and Email Statistics by Date processes have not been functioning properly. However, with the recent system update those issues have been resolved.
Correspondence Process Instructions for Postal Mailings
The defined Correspondence Process is recommended for basic informational postal mailings. For more details in your data output please continue using Direct Marketing Efforts.
2016 GAIL & Advizor Survey Results: Part 1
2016 GAIL & Advizor User Survey Results – Part 2 Below are more comments and responses from the GAIL & Advizor user survey.
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!
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.
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 […]
REMINDER: Exclusions in Marketing Efforts
Blackbaud CRM’s latest upgrade contained a glitch which overwrote many exclusion preferences on marketing efforts. That glitch has been corrected, although activated marketing efforts may now incorrectly appear to have […]
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 […]