Author: Michael James

How to login to the 02 Restricted VPN

Want to get into GAIL? Reeher? OneSolution? You’ll first need to log in to the 02 Restricted VPN, or virtual private network. Why? Having these systems on the University’s VPN adds an additional layer of security, keeping the information within them safe from unauthorized eyes.If you’ve never used the 02 Restricted VPN before you’ll need […]

By Michael James | General & Updates
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The Importance of Exclusions

Contents What are exclusions? How does GAIL know who doesn’t want to receive a particular communication? What happens when I send a marketing effort or event invitation? How do I know which exclusions to add? Is it important to put the correct exclusions for my communication? What are exclusions? Respecting the wishes of our constituents […]

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Sender, Send Name, Send Hour on Email Statistics Page

By using the email statistics link in the marketing and communications functional area, you can get a list of email correspondences sent out through GAIL. You can also click into the name of your, or any, email and get more stats for that particular email, like open rates, donation and event registration dollars generated, and […]

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Advanced Search Options

Searching for constituents, whether that’s individual, groups, or organizations, is one of the most fundamental actions you can perform in GAIL.To perform a basic search, navigate to the constituents functional area from the blue bar across the top. Under the constituents section click the first link for constituent search. In the box that appears type […]

By Michael James | Blog . General & Updates
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Maintaining Business Addresses in GAIL

When sending postal mail correspondences through GAIL, one of our most important tasks is making sure that our communication is reaching our constituents. Sometimes this may mean contacting constituents at their place of business instead of at their residence. When a business address is added to the contact tab of a constituent’s profile, we can […]

By Michael James | Blog . Front Page . General & Updates
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UGA Score and Campaign Giving Info Tiles

Recently, the new UGA Score was unveiled to assist in fundraising efforts and prospect identification and research. This new score can now be added to a constituent’s profile as an info tile so you can see it right away when you land on a profile page. The Reeher metric MG EVI is also posted (if […]

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Personalize BEE Emails Using Informal Salutations

Get the most out of your BEE merge tags by choosing to use either a constituent’s formal or now the new informal salutation in your email greeting. A merge tag is a field you can incorporate into your BEE email template to populate specific information from a constituent’s record. For example, you can place a […]

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Styling Your BEE Email for Desktop vs Mobile

Life on the go Though you may find yourself checking your email while sitting at your desk with your laptop or desktop computer, increasingly people are turning to their mobile device to keep up-to-date with their inbox. The conscientious email designer will take into account the devices on which their emails will be seen to ensure […]

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What Should My Solicit Code’s End Date Be?

What are Solicit Codes? When a constituent no longer wants to receive a certain type of communication from us, we enter what is called a solicit code on their constituent profile in GAIL. These are added on the preferences sub tab of the communication tab for each constituent. To add a new solicit code, just hit […]

By Michael James | Blog . Front Page . General & Updates
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Interactions: Contact Method Dictionary

Taken from Chapter 7 of the Prospect Management Policies & Procedures Guide manual from February 21, 2019. 7 Interactions Interactions serve as a way to transparently track the University’s contact with its constituents. By entering Interactions into GAIL, Development Officers are not only providing important information to other Development Officers, but also preserving institutional history […]

By Michael James | Blog . Prospect Management
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