Author: Leslie West

Qualifications Have Moved from Plan Type to Plan Stage

In an effort to streamline and simplify, Prospect Management has disabled the qualification plan type for use going forward and instead will rely on a Qualification step/stage within any gift plan.  The most recently completed or next pending step determines a plan’s stage.

By Leslie West | Blog . Front Page . Prospect Management
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Enhancement: BEE Undo Option

The latest enhancement to BEE lets you “undo” changes made to your email content. When you click into a content box and begin making edits, you will see a history and undo icon appear in the bottom left corner of your email window. Use these tools to undo a single edit or jump back in […]

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Fall 2018: On-Boarding New Employees with GAIL

The office of Client Services is happy to welcome all new UGA employees to our Fall 2018 semester! During the next few months, a large portion of our new employee pool will be on-boarding with GAIL. This means registering and attending a GAIl 101 training class. GAIL 101 training must be completed by all new […]

By Leslie West | Blog . General & Updates . News
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Marketing Exclusions Report

If you want to know which constituents are being excluded from your effort and why, you can run a Marketing Exclusions Report.

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How to Create a New Plan and Add Steps

If the process of adding steps to a brand new plan seems like a multi-step system, next time try utilizing the steps tab shortcut within your plan screen. This tab allows you to either build steps from scratch or insert a pre-made steps outline.

By Leslie West | Blog . Front Page . Prospect Management
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FY18 GAIL Year-End Statistics

Do you ever wonder how many marketing efforts and event invitations are sent out in a fiscal year? How many people are we reaching? What’s the average number of communications a constituent receives per year? All this information and more can be found on the FY18 GAIL Communications Statistics Infographic.

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Coming Soon: New GAIL Training Classes

Starting in October, the office of Client Services will begin offering two new training classes. These courses will be targeted towards student workers and support staff.

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Team Spotlight: Reporting & Analytics

Who are the members of the Reporting & Analytics team? Reporting & Analytics is made up of 3 team members: (Left to Right) Olivia Engesser (Manager), Daynes Parker, and Guillermo Ledezma.   Team Fun Facts: Olivia is a book collector. The oldest book in her collection is a first edition set of Plutarch’s Lives from the […]

By Leslie West | Blog . Front Page . General & Updates
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Fundraiser Navigation Shortcuts

Several shortcut hyperlinks have been added in GAIL to aid fundraisers and provide quicker navigation between prospects of groups, my fundraiser pages, and constituent records.

By Leslie West | Blog . News . Prospect Management
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GAIL Blog Enhancements

The GAIL blog page has been enhanced with new search capabilities to make locating past blog posts and Tips & Tricks articles easier. From the right sidebar you can use the search box to locate posts via keyword. You can select a specific category that will narrow down articles by topic. You can also choose […]

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