Author: Emily Clary

2019 GAIL Summer Workshop Resources

Did you miss out on the 2019 GAIL Summer Workshops? Take a look through the content we covered below and feel free to reach out to Client Services if you have any questions on how to complete the advanced techniques.   GAIL Marketing Efforts Learn what’s new in marketing efforts along with advanced techniques such […]

By Emily Clary | Uncategorized
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Fundraiser Email Alerts

Psst… Hey Fundraisers! Are you using your “Prospects of” Group to its fullest extent? They’re built out to do more than just send you email notifications. You can use them to check if your prospects have given yet this fiscal year, review the LAIT scores of your prospects, and even include plan participants in the […]

By Emily Clary | Prospect Management
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New Research Request Link for Prospects

Are you ready to request research on one of your prospects? No need to break out your detective skills just to locate where to submit the request! We’ve conveniently added a new Request Research link to constituent records of prospects. You’ll find it on the left side of the screen of your prospect’s record in […]

By Emily Clary | Uncategorized
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Marketing Efforts Planning Calendar

If you’ve ever wanted to peer into a crystal ball and see the future, look no further than the GAIL Planning Calendar. Located in the Marketing & Communications functional area, the Planning Calendar includes all of the marketing efforts and events that have ever been added to GAIL. It even includes the upcoming travel dates […]

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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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