Direct Marketing Effort Templates
To simplify the process of creating Direct Marketing Efforts, Client Services has created mail and email templates for each school/college/unit. All you have to do is copy the template and […]
Viewing Vanguard Images
A new customization has been made to GAIL which affects the way Vanguard images are viewed. Now, when selecting a Vanguard image, the document will open in a separate browser […]
2017 GAIL & Advizor Survey Results: Part 2
GAIL User Survey Results – Survey Says! Question #2 in the Survey was “Is there any data you feel should be added and/or maintained in the GAIL System” and we’ve […]
Video Tutorials: Event Smart Query & Qualtrics
Need to send an email reminder or thank you letter to your event attendees? How about creating a survey to send them for feedback? Well you’re in luck! Two new […]
Qualtrics Assistance
Do you frequently create surveys? Do you want to learn how to better analyze your survey results? If so, Client Services can offer assistance with the Qualtrics survey program. Qualtrics […]
Follow-Up Reminders for Prospects That Are Not In A Plan
Fundraisers, follow the steps below to view general interactions that are not attached to plans.
2017 GAIL & Advizor Survey Results: Part 1
Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes.
Plan Name Column on Interactions
A new column titled Plan Name has been added to the Interaction record displaying the Prospect Plan’s name and hyperlink.
Live Alumni Data
Live Alumni is an application that tracks alumni and donor information securely while updating GAIL on a quarterly schedule. Over the last year, this resource has linked over 90,000 LinkedIn […]
Student Education Records
New student majors and minors are available for all current students. This includes multiple degree listings, 4 minors, and 3 areas of emphasis. “Completed” certificate information has been updated as of December […]