Start Here: GAIL 101 Courses

If you have a UGA business related need to access GAIL (UGA’s alumni and donor information database) then in addition to submitting the access form you’ll also need to sign up for an introductory GAIL course. GAIL is an awesome tool with over 1,100,000 records that we want to keep safe and secure, so classes are part of the requirement for getting access. Usage of the GAIL alumni and donor database system should be in alignment with our mission of supporting fundraising and alumni and donor engagement.

All Users

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Submitting the user access request (confidentiality agreement) form is the first step. Once you have that done, we are happy to offer both in-person and virtual introductory classes for View Only or Update access users!

Student Workers

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If you are a student worker, graduate assistant, intern, or temporary employee go ahead and submit that access form first. Then you will receive information about taking the GAIL 101 course.

Need some help deciding which classes you’ll need? Find out more information here.

Is the Student Worker class right for you? Click here to help you decide.

Or, just send us a ticket to AskIT if you have further questions. 

Advanced GAIL Courses

After the GAIL 101 class, you can choose to specialize in a specific area of GAIL by working with someone on the Client Services Team to accomplish your GAIL goals! Whether you choose a stewardship, fundraising, events, or marketing efforts course depends upon what your job responsibilities are. 

There’s a lot to learn when it comes to GAIL, and our classes are designed to equip you with knowledge and best practices to ensure the best experience and proper usage of the system.

GAIL 101 – Student Worker participants are only eligible for some of our Assistance classes. Student workers, interns, grad assistants and temporary staff are not eligible to create marketing efforts, events, nor sending out any type of communications. However, there are parts of each area they can assist with. Find out more here.

Acknowledgements

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The GAIL - Stewardship & Acknowledgements class will show you where to find reports about donors to recognize their gifts to your school, college, or unit. We will also discuss Recognition Programs, Birthday Cards, and Honor Rolls.

Looking for Qualtrics training? Click here to submit an AskIT ticket for access to UGA’s Qualtrics XM and for assistance with sending out your own surveys to alumni and donors. 

RPM

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The GAIL - Research & Prospect Management class provides major and annual giving development officers with the tools and access to solicit donations. We will discuss how to track Plans on constituent profiles with your RPM liaison.

Do you assist a fundraiser, but won’t have a portfolio of your own? You may still take Research & Prospect Management (or a Fundraiser Assistance class), but some reports may not be available to you. Click the link above to register. 

Events Management

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Looking to host an event on campus or virtually? The GAIL - Events Management class will demonstrate how to invite constituents, market the event, track registration, record attendance, and even send follow-up communication like surveys.

Click here to register for an Events Assistance class if you will only be updating information in an event like attendance or catering.

Student Workers should take this instead of the full class.

Direct Marketing Efforts

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In order to communicate with large groups of constituents, you must take the GAIL - Direct Marketing Efforts class first. Marketing Efforts are used for sending newsletters, solicitations, holiday cards, etc. (This is not for Events or Event related communications.)

If you are a Student Worker, you can not send out communications, but you and All Users can design email communications using the BEE (Best Email Editor) by registering for a Communications Assistance class.

Wait, what is the eLC? What is PEP?

The Client Services team have created training videos and materials that can be accessed for various types of GAIL training classes. We are currently using UGA’s eLearning Commons (eLC) online learning management system, as well as PEP (Professional Education Portal). These websites allow us to create videos where we will demonstrate some GAIL skills and pose questions about what you’ve learned. This allows you to get the most out of learning, all at your own pace, before you even begin your in-class session! Additionally, some classes will be offered as a complete online option for those that prefer that style of learning. Fully online courses will be posted to our class registration site as they become available. Stay tuned!

Have any other Questions?

That’s a lot of options when it comes to GAIL training, right? If you’d like more information about any one training there are several resources available:

  • The available courses page has more information about each individual class.
  • The registration page for each class also has more detailed info for that class including how long it is, who it is intended for, prerequisites, etc.
  • Any member of the Client Services team will be happy to talk with to find out what you need to do and which training will help you learn how to do it.
  • You can always send us a ticket at AskIT with any GAIL questions or concerns that you have and a team member will be in touch!