Automating Process for Deactivating Expired & Inactive GAIL User Accounts
As you are all aware, DAR IT takes the security of our donor information very seriously. One of the fundamental ways to protect information is to limit access to it, and a primary principle of this is that unused user accounts need to be closed when they are identified. This principle, common to many information […]
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 “My Prospect Referrals” tab. Currently, all archived referrals are filtered out by default, however, you now have the ability to view them by checking the […]
Reminder: Send Invites and Save the Dates Through Events
As you all well know, with the fall semester comes an increase in campus events. A high number of email save the dates and postal mail invitations will be sent to our constituents. Please remember that if you are sending a communication to your constituents about an event, the email or postal mail correspondence needs […]
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.
Styling Your BEE Email for Desktop vs Mobile
Life on the go Though you may find yourself checking your email while sitting at your desk with your laptop or desktop computer, increasingly people are turning to their mobile device to keep up-to-date with their inbox. The conscientious email designer will take into account the devices on which their emails will be seen […]
Annual Giving Marketing Effort Centralization at UGA
Big changes are coming to the way the Annual Giving works in conjunction with other teams across campus. Read more about this centralization effort here.
Mx. Title Option Added in GAIL
The title Mx. has been added to GAIL as a gender-inclusive salutation for individuals who prefer not to specify their gender or do not ascribe to a male/female gender binary. To update an individual’s profile to reflect this title, perform a constituent search for the individual. Navigate to the personal info tab on their profile […]
Opt-In to GAIL Notifications!
Tips & Tricks can sometimes be a lengthy newsletter, depending on how many GAIL updates were made in a given month. A common response from users is that they don’t have time to read it and decide which articles apply to their needs. Now you can opt-in to specific email alerts regarding GAIL updates! What […]
New “Add a proposal” form
There is a new “Add Proposal” form that combines multiple Plan and Opportunity setup actions into one seamless process. The interactive “Add Proposal” form guides users through only the required data points depending on the plan stage and the impending gift solicitation. Less commonly used elements of plans and opportunities were removed to streamline a […]
2018 GAIL Enhancement Highlights
New year, new GAIL! As we count down to 2019, we’d like to reflect back on 2018 and all the awesome enhancements and customizations that have been added to GAIL this year. Click here to view the GAIL highlights reel for 2018!