Assigning Event Attributes for CASE Reporting
Are you planning a virtual event? An in-person event? A hybrid of both? New event Attributes have been created and applied to recent historical events in GAIL to allow reporting to CASE on statistical information for each event type. When setting up events going forward, please assign the appropriate attribute for your event, including each […]
Meeting Categories and Planned to Pending Steps
COLLABORATION VS. CAMPUS ASSISTS: We are continuing to track Collaboration and Campus Assists for those of you with these metrics. Please remember to code your contact reports with the correct category and subcategory. Collaboration: EXTERNAL collaboration > you and a colleague from outside your s/c/u partner for a MEETING where the DONOR/PROSPECT IS PRESENT. Category: […]
The Opportunity Pipeline Report
NEW REPORT ADDED TO GAIL: With the help of Advancement Services, a new report has been added to GAIL that will help you to more readily access all of your open opportunities! The OPPORTUNITY PIPELINE REPORT can be found within “Fundraising” > “Custom Reports” The report is used to view active opportunities in GAIL; broken […]
Event Invitation Invitees List Options
We are pleased to announce that coming in the very near future (in 2022), we will be rolling out changes to the process of managing your list of Invitees for an Event Invitation. Previously, the form for adding “Multiple constituents” was a two-part form. It seems that this was causing problems in the case that […]
Browse Constituent Educational Involvements
To complement the addition of the data list to view Constituent Attributes en masse, which was completed summer of 2020, a data list to view Educational Involvements has been added as a separate tab on the same page. These options are available from the Constituents tab, More tasks section, at the “Constituent attributes/involvements” link. The […]
How to unblock a constituents email address
There are many constituents in GAIL that we cannot reach due to there being a Do Not Email alert on their email address record. In an effort to combat this situation, you may use the “Block Removal” request link to share with those constituents on an as needed basis. When sharing this form with blocked […]
Team Spotlight: Parent Giving
The focus of the Office of Parent Giving is to enhance and grow the culture of parent philanthropy throughout the UGA campus. The goal of the PLC (Parents Leadership Council) Grants Program is to help students thrive and dramatically enhance the undergraduate experience by creating a healthier, safer, and more enriching campus. Our team works […]
Imports for Education Involvements
In 2016, GAIL was upgraded to include new student majors and minors for all current students. This includes multiple degree listings, 4 minors, 3 areas of emphasis, and completed certificate information! In 2019, a new customized education tile was added to the constituent profile page. This new tile not only displays its original data (like […]
Confidential Addresses, the Contact Tab & Solicit Codes
There has been some confusion lately regarding how to remove constituents from various types of communications. If you’ve wondered about the differences between confidential addresses, addresses listed as “do not mail,” and solicit codes, we’re here to clear it up for you! What you should ultimately take away from this article is that solicit codes […]