Author: Leslie West

Jun
06

Tracking Pending Interactions That Are Not Connected To Plans

Most fundraisers use the Pending Activity tab on their My fundraiser page to keep track of pending plan steps. However, not all pending interactions are connected to a plan. Are […]

By Leslie West | Prospect Management
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May
15

“Prospects of” Group Quick Add Option

How do you usually add members to your prospects of group? Most fundraisers opt to go the direct route via the members tab of their prospects of group. On this […]

By Leslie West | Prospect Management
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Apr
24

2019 GAIL Survey Results

This year’s survey was an amazing success! Over 160 GAIL users participated and provided their invaluable feedback. Thank you to everyone who took the time to write down their thoughts. […]

By Leslie West | General & Updates
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Apr
22

Why Can’t I Log-In to GAIL?

There are a number of different reasons why you may not be able to enter into GAIL. Maybe you don’t have the correct access. Maybe you aren’t logged into the […]

By Leslie West | Blog . General & Updates
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Mar
18

Best Practices for Reviewing a Postal or Email Spreadsheet – Always check your data

You’ve exported your mailing list from GAIL, now what? Whether you’re processing a marketing effort or an event communication, you need to review your spreadsheet before sending this information off […]

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Jan
18

Opt-In to GAIL Notifications!

Tips & Tricks can sometimes be a lengthy newsletter, depending on how many GAIL updates were made in a given month. A common response from users is that they don’t […]

By Leslie West | Blog . General & Updates . News
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Jan
14

What’s the Difference Between Event Coordinators & Event Contacts?

Assigning event coordinators and event contacts often gets confusing. While their names may be similar, their purposes are very different. If you’ve ever asked yourself, “Should I assign this person […]

By Leslie West | Blog . Events Management . Front Page
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Dec
14

Team Spotlight: Application Support

Who are the members of the Application Support team? Application Support is made up of 4 team members: Tanya Crowe Boles, Daniel Johnson, Chuck Griffin, and Greg Harmelink (Manager).   […]

By Leslie West | Blog . Front Page . General & Updates
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Dec
14

2018 GAIL Enhancement Highlights

New year, new GAIL! As we count down to 2019, we’d like to reflect back on 2018 and all the awesome enhancements and customizations that have been added to GAIL […]

By Leslie West | Blog . General & Updates . News
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Nov
19

Editing Images in BEE

As of November, 26th, the BEE email creator will be updated to use the Pixie Image Editor instead of Adobe’s Create SDK Image Editing UI. This new update will allow […]

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