As outlined in policies and procedures, we require a Non-Disclosure Agreement form to be on file with the Client Services office prior to sharing any GAIL data with outside resources. Typically, you might contract with a vendor to print and process your mailings using data from GAIL (newsletters, solicitations, invitations, etc.) We want to provide […]
A new customization has been added to GAIL that allows for event invitees to “Send Regrets.” This new addition is available upon request when creating your event registration page. These declines will appear within your GAIL event module as well as your email alerts.
A new Pending Batch Revenue report has been added to the Revenue functional area of GAIL. This new report shows gift revenue that has been given to the Foundation but is currently pending in batch. While revenue is pending, it will not display in your gift reports. By running the pending batch report, GAIL users […]
There’s a new “Research” tab on prospect records in GAIL! GAIL has a new “Research” tab which consolidates into one place the information presently appearing in different areas of the database. The new Research Tab reflects pertinent modeling score/rating information, prequalification notes, profile information, and research confirmed assets: real estate, businesses, securities, wealth indicators, income/compensation, […]
The Alumni Association staff will soon begin to utilize GAIL’s prospect management tools for their engagement plans. You will begin seeing new prospect plans appear possibly on some existing assigned prospects. These plans will be used for managing their engagement plans with Chapter Leaders, SAA, Past AA Presidents, etc., rather than for fundraising specifically. There […]
A new customized education tile has been added to the constituent profile page. This new tile not only displays its original data (like degree and class year) but it also shows the school/college and major.
New enhancements have been made to the email statistics report to make it easier to search for and locate a previously sent email through GAIL. These updates include the ability to search by your email name, filtering column headers that remain sticky, and choosing which email data you want to see or not see.
Once you have this excel file, you can use any number of data fields in conjunction with a Word Merge Document to print out actual Name Tags for your event. You can contact the Client Services team if you need assistance with setting up and printing your name tags. There is a standard, bare basics […]