Author: Emily Clary

When to Refresh Selections

Knowing which selection to use in your direct marketing effort or event invitation can sometimes be tricky, but it doesn’t need to be! In this blog post, we’ll walk you through how to look up existing selections, what each type of selection is used for, and how to know if your selection needs to be […]

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Sharing GAIL Data with SendFiles

SendFiles is UGA’s encrypted file sharing service. Please remember that as a GAIL user, you have access to sensitive information that must be protected. If you need to share data from GAIL with a vendor, volunteer, or faculty member, please first verify that the recipient has submitted a Non-Disclosure Agreement form via AskIT and ensure […]

By Emily Clary | General & Updates
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The Importance of Activating Direct Marketing Efforts

Activation is the last and arguably most important step in the process of sending a direct marketing effort. We know it’s easy to forget this last step in the excitement of downloading your mailing list or sending your email, but it is imperative, both for your unit and for the integrity of GAIL as a […]

By Emily Clary | Direct Marketing Efforts
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Pending Registrations

If you’ve managed an event in GAIL before, you may be familiar with the Pending Registrations tab. If you’re not, this tab is a sort of limbo where registrations wait to be processed manually by our Gift Accounting office. Typically this process is run at the end of every business day, so don’t worry if […]

By Emily Clary | Events Management
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Tracking Marketing Effort Revenue with Finder Numbers

Did you know that marketing efforts in GAIL allow you to track gifts that are made as a result of the effort? All it takes to enable this feature is adding a placeholder segment to generate a finder number. First thing’s first: what’s a placeholder segment? A placeholder segment acts just like all the segments […]

By Emily Clary | Direct Marketing Efforts
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New: Single Page Marketing Efforts

If you’ve noticed your marketing efforts look a little bit different lately, you’re not imagining things. Recently we added links to the Tasks bar (found in the top left corner of DMEs) in order to create a single page marketing effort experience. Now once the marketing effort is created in GAIL, all of the resources […]

By Emily Clary | Direct Marketing Efforts
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When to Add Spouses to a Mailing List

Through the Events – Preferred Name Format, you have the option to force spouses in as addressees for your marketing effort or event communication (read more about Events – Preferred Name Format here). Below are some do’s and don’ts of adding spouses to your communications. I Do’s Event Invitations Solicitations Holiday Cards I Don’ts Alumni […]

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Locating Existing Selections & Segments in GAIL

Are you creating new segments every single time you process a marketing effort? Did you know that most of the time this step is unnecessary? Once a selection has been created and transformed into a segment, it will continue to exist in GAIL with the potential to be used for multiple future marketing efforts. Let’s […]

By Emily Clary | Direct Marketing Efforts
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Reading the Marketing Exclusions Report

Sending a marketing effort should always include looking over the marketing exclusions report. While often forgotten, this handy tool can help you determine exactly why you are not picking up as many constituents in your marketing efforts as you expected. To view the marketing exclusions report, you must first calculate the marketing effort. Once that […]

By Emily Clary | Direct Marketing Efforts
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Why Didn’t John Donor get my Email?

Meet John Donor. It happens all the time. You create a beautiful email in BEE, set up your marketing effort or event invitation, and hover over the mouse for a few seconds before pressing that daunting “Start” button to send your email. A few days later, you notice one of your most important constituents, let’s […]

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