Team Spotlight: Research & Prospect Management (RPM)
Who is on the Research & Prospect Management Team? Meet RPM, that’s Research and Prospect Management if you didn’t know! This group of wonderful individuals lives to make your prospect […]
Prospect Referrals – Archived, Rejected & Particpants
Fundraisers: Learn how to show/hide archived referrals, how rejected referral notices are generated, and participants can now be added to referrals! Fundraisers can now filter out archived referrals on their […]
Security for Sharing GAIL Data
Often, sharing GAIL data is necessary for mailing out your communications, but we need to ensure we are following the security rules and guidelines as outlined in our policies.
Marketing Efforts Planning Calendar
If you’ve ever wanted to peer into a crystal ball and see the future, look no further than the GAIL Planning Calendar. Located in the Marketing & Communications functional area, […]
Maintaining Business Addresses in GAIL
When sending postal mail correspondences through GAIL, one of our most important tasks is making sure that our communication is reaching our constituents. Sometimes this may mean contacting constituents at […]
UGA Score and Campaign Giving Info Tiles
Recently, the new UGA Score was unveiled to assist in fundraising efforts and prospect identification and research. This new score can now be added to a constituent’s profile as an […]
Personalize BEE Emails Using Informal Salutations
Get the most out of your BEE merge tags by choosing to use either a constituent’s formal or now the new informal salutation in your email greeting. A merge tag […]
What Should My Solicit Code’s End Date Be?
What are Solicit Codes? When a constituent no longer wants to receive a certain type of communication from us, we enter what is called a solicit code on their constituent […]
Using the “Copy from” Event Invitation Option
The copy from option lets you remove invitees who have either registered or declined your event from receiving reminder invitations. While this can be a useful tool in some scenarios, […]
Best Practices for Reviewing a Postal Mail Spreadsheet – Always check your data
You’ve exported your mailing list from GAIL, now what? Whether you’re processing a marketing effort or an event communication, you need to review your spreadsheet before sending this information off […]