Author: Michael James

Research Request Tab: “Requested On” Column

If you’re a fundraiser, the Research Request sub-tab on your constituent profile shows a list of all the research requests you have made. This provides a nice way to keep up with all the research you’re working with, when you requested it, when it’s due, if it is complete or in progress, who is conducting […]

By Michael James | Blog . Front Page . Prospect Management
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How to Check Your Email’s Open Rate

Are you curious about how many people are opening the emails you’re sending out? It’s useful to know which marketing efforts and event invitations are really connecting with your constituents and which are falling by the wayside unread so you can analyze those successful campaigns and replicate their strengths in the future. Finding out the […]

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Editing Opportunities from the Pending Activity Tab

If you’re a fundraiser, the fundraiser tab on your constituent profile houses a great tool: your pending activity page. Here you can see your list of pending plan steps and interactions for your prospects in one place. You can file contact reports for plans you’re working on, edit steps or mark them complete directly from […]

By Michael James | Blog . News . Prospect Management
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Keeping Your Event Data Organized with the Event List

If you’re an events-oriented GAIL user, you probably already knew about the handy calendar view in the events functional area showing all planned ceremonies, celebrations, and occasions that have been set up through GAIL. But have you ever wanted to see them in a nice, organized list? That’s exactly what the brand new event list […]

By Michael James | Blog . Events Management . Front Page
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Email Statistics Report Update: Who Bounced Your Email?

I bet you already knew about all the awesome statistics and information you can find through the GAIL¬†Email Statistics Report. Now a new section has been added to the report that allows you to see your email bounces. Email bounces happen when your email can’t be delivered to a recipient.   Maybe there is a […]

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