Author: Emily Clary

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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Best Practices: Groups & Committees

Groups and Committees in GAIL are great tools for keeping track of different collections of constituents. While they function the same way in GAIL, there is a difference in how they should be used. Committees are Groups with a fundraising component to them. It’s a square/rectangle situation where all Committees are Groups, but not all […]

By Emily Clary | General & Updates
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Adding Speaker Information to your GAIL Event

When hosting a large event, it can sometimes be easy to get bogged down in all the planning details. Without a stellar organization system, changes to staffing or even the event itself can cause issues in planning down the road. To save yourself the trouble in the future, avoid some of the stress of planning […]

By Emily Clary | Events Management
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Events – Preferred Name Format

With all of the available name formatting options in GAIL, it can sometimes be tough to know which one is best to use for your specific communication. If you’re looking for a way to ensure both spouses will be included on your mailings, regardless of whether they both meet the selection criteria, let us introduce […]

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When to use GAIL Communications

One of the many great powers of GAIL is the ability to send mass communication pieces. You can reach practically any group of constituents in GAIL for your marketing and event communications, but how do you know when you should use this process versus sending an individual email or a quick update to the department […]

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