Adding a Salutation in BEE
Would you like to add a personal touch to your email content by adding a salutation? You can now incorporate merge fields, for salutations, into your BEE emails! ]
New Zillow Icon on Constituent Address Tile
A Zillow icon has been added to the address tile of the constituent profile. This saves a “cut and paste” effort for prospect managers when verifying donors’ whereabouts and estimated home values. […]
New Heritage Society Attributes
Query users can now access the new Heritage Society Publication Preferences Attribute and Heritage Society Stewardship Preferences Attribute in the attributes folder.
Recognition Programs Update
Recognition programs are used to evaluate and recognize giving to your particular school or college unit. This is an easy way for you to determine who should be included on […]
Using GAIL’s Giving Form URL Generator
The GAIL Giving Form URL Generator creates a URL hyperlink intended for external communications/solicitations such as print material, social media pages, and websites. While the Giving Form URL Generator doesn’t […]
Query – Using PCI Survey Data
Did you know you can query on PCI survey data in GAIL? In the “Surveys” node and using the “Category” or “Name” field, you are able to filter for PCI […]
How to Include the Planned Giving Attribute in a Query
Planned Giving attributes have been moved within the attributes folder from the “Prospect Management Attribute” and can now be found under “Planned Gift Info Attribute.” All affected queries have been […]
Before Creating a New Query, Check for Previous Queries
Query users, we now have over 11,700 queries in the Information Library, nearly double the number of queries we had at this time last year. Before creating a new query, […]
Direct Marketing Effort Templates
To simplify the process of creating Direct Marketing Efforts, Client Services has created mail and email templates for each school/college/unit. All you have to do is copy the template and […]
Viewing Vanguard Images
A new customization has been made to GAIL which affects the way Vanguard images are viewed. Now, when selecting a Vanguard image, the document will open in a separate browser […]