Author: Leslie West

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 we out of luck? Do we need to manage this manually? Certainly not! You can customize your Pending Activity tab to include these non-plan interactions. […]

By Leslie West | Prospect Management
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“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 tab you can click the Add button and search for and select constituents to add to your group. Why do I need to add constituents? […]

By Leslie West | Prospect Management
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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. We now have a better understanding of the needs of our users and are going to work diligently to continue to increase the effectiveness of […]

By Leslie West | General & Updates
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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 correct VPN group. Use the troubleshooting guide below to determine why you may not be able to access GAIL. If you are still experiencing any […]

By Leslie West | Blog . General & Updates
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Fundraiser Email Alerts

Most fundraisers’ portfolio sizes range from 75-125 prospects. This is a lot to keep track of! How can it be managed? Email alerts are a great way to stay updated with prospects’ activities and stay proactive with managing your portfolio. How can I subscribe to these email alerts? In order to receive fundraiser email alerts, […]

By Leslie West | Prospect Management
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Using the “Copy from” Event Invitation Option

The copy from option lets you remove invitees who have either registered or declined your event from receiving reminder invitations. While this can be a useful tool in some scenarios, there are a few things to consider… The copy from button is located on your invitees screen within your event. You can get to this […]

By Leslie West | Blog . Events Management . Front Page
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Best Practices for Reviewing A Postal Mail Spreadsheet

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 to your printer. What should you look for? Check on these four topics… Rollcall! Are all your constituents present and accounted for? If you see […]

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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 have time to read it and decide which articles apply to their needs.  Now you can opt-in to specific email alerts regarding GAIL updates!  What […]

By Leslie West | Blog . General & Updates . News
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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 as my event contact or coordinator?”, refer to this quick guide. The event contact is directly connected to the location chosen for your event. The […]

By Leslie West | Blog . Events Management . Front Page
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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).   Team Fun Facts: Greg wrote a song which was featured on the soundtrack for the movie My Boss’s Daughter. Tanya volunteers for UGA’s CERT program […]

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