Query

Using the Browse Function in the Query Tool

Query users, did you know that you can navigate to constituent pages, interactions, wealth information and more directly from your query results preview?!

By Olivia Engesser | Query
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New Group Query Nodes

A change has been made to groups to allow members to be future start dated and/or future end dated. In order to accommodate for this change, two new nodes have been added to the query tool, “Group Members (Custom)” and “Groups Belonging To (Custom)”.

By Daynes Parker | Query
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Querying Mentor/Mentee Relationships

With the UGA Mentor Program underway, there is now a way to query those individuals involved in this exciting new venture. This process only refers to individuals who are part of the official university-wide mentoring program and not any school-specific or departmental mentoring programs that may already exist (like, for example, the CAES Mentor Program). […]

By Olivia Engesser | Query
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Finding your alumni (and donors, parents, and anyone else) in GAIL

If part of your planning process for mailings, events, or travel is to first see where your constituents live, GAIL has a tool for you! That’s right! The constituent density map will show you where your constituents live based on their primary address. All you need to do is ask for a selection at askit@uga.edu. […]

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New Selection? We’ll Create a New Segment, too!

New service announcement! The Analytics and Reporting Team will now manage segments for you! Going forward, when you open a ticket and select the help topic “Reporting and Query/New Query or Selection Request,” you will find among the questions, one asking if you would like a segment created or updated. Select “yes” and/or request to […]

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Query Using Fundraising Team & Recognition Program

Are you someone in charge of making queries for you team? If so, you may want to make use of some new features of the query tool! You can now query members of a specific fundraising team or membership in a recognition program! Check out the instructional guides below to find out how!

By MJ | Query
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Using “Not one of” in Query

When using the “Not one of” filter to exclude constituents from a query, keep in mind that it will require the constituents to have the non-excluded criteria. In other words, it will exclude any constituents that do not fall into the field on which you are filtering.

By David Ornelas | Blog . Query
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Query – Using PCI Survey Data

Did you know you can query on PCI survey data in GAIL? In the “Surveys” node and using the “Category” or “Name” field, you are able to filter for PCI surveys: In the “Responses” node, you can filter for specific questions: Here is an example of how the criteria may look in your query: If […]

By Leslie West | Blog . Query
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Before Creating a New Query, Check for Previous Queries

Query users, we now have over 11,700 queries in the Information Library, nearly double the number of queries we had at this time last year. Before creating a new query, please remember to check and see if there is an existing query to meet your needs. Additionally, do not create duplicate queries so that you […]

By Leslie West | Blog . Query
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How to Query GAIL Event Invitees

The new CRM 4.0 sp8 patch includes a fix to an issue some users had been experiencing when querying for event invitees.

By David Ornelas | Blog . Query
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