New Tools
The Advancement Services teams have been busy creating new tools to enhance your GAIL experience! Select from the tools below to jump down to each relevant section.
Annual Giving Analytics
The new Annual Giving Analytics tool is an integration of Tableau. Similarly to the BEE email editor, you will need to reenter your myID and password to access this section of GAIL. Here you can check in on your program’s dollar and donor amounts daily with helpful graphs and visualizations. Once you’ve tinkered the settings to your liking, you can subscribe and receive regular updates via email.
Constituent ListBuilder
The new Constituent ListBuilder is also found under the Analysis functional area. This tool is a new way of viewing and sorting through your constituents all at once. Think of it as Query Lite! You have the option of adding any of the following columns to your table to sort and filter your very own constituent list. Once you find a setting you like, you don’t have to worry about recreating all your filters each time. The column settings are sticky, which means even if you log out of GAIL, they’ll stay the same until you manually change them.
Ability calculated score
Age
Birth month
Constituent ID
Days to next birthday
Degree area affiliation (including certs/minors) list
Degree area affiliation list
Degree area household affiliation (including certs/minors) list
Degree area household affiliation list
Echelon rating
Employer name
Ethnicity list
Formatted name
Gender
Is parent of current student?
Is UGA employee?
Is UGA grad?
Is UGA matriculate?
Is UGA postgrad? (has postgrad degree)
Is UGA retired employee?
Is UGA student?
Is UGA undergrad? (has undergrad degree)
Job title
Last interaction date
Last interaction type
Last visit date
Last visit type
Lifetime giving to Athletics recognition credit
Lifetime giving to UGA recognition credit
Lifetime New Gifts and Pledges recognition credit
Linkage calculated score
Lookup ID
Major giving EVI
Marital status
Most recent gift amount (no ATP
Most recent gift date (no ATP)
Name
Next birthday
Nickname
Prequalify level
Primary city
Primary county
Primary region code list
Primary state
Primary ZIP
Principal giving solution
Sort name
UGA score
Wealth point rating
Constituent Mapping
For a more visual representation of where to find your alumni, check out the Constituent Map. This tool allows you to filter by state, school/college, major, and graduation year to see where in the world your alumni are. Once the filters are set, the tool also generates a list where you can drill into individual constituents’ records for more information.
Fundraising Totals to Date
You can now find up-to-the-minute fundraising totals in GAIL. To find the new reports, navigate in GAIL to the Fundraising tab. You can read more about the reports and how to use them here.