Within your GAIL event, the Registrants-More Details tab has been updated to include “Class of” abbreviations. The new columns (DegreePreferredClassOfAbbrev) included on your Excel spreadsheet will assist with creating name tags for events (Ex. John Smith BBA ’99). If you’d like this class abbreviation added to your other export definitions, please email firstname.lastname@example.org. NOTE: Client […]
When you’re data checking your final postal mail spreadsheet, you may notice that household names will format differently. These different formats are dependent on several factors. One of those factors is who is considered the head of the household. Some titles such as The Honorable or Doctor will initiate a custom joint name format, but […]
Need to verify that an email marketing effort was sent? Want to see how your postal marketing effort turned out? Seeds are a great way to include yourself, and your internal team members, as recipients of a marketing effort without adding an additional segment. While seeds are a fantastic tool to utilize in your marketing effort, […]
So you’ve downloaded your spreadsheet for your postal mail marketing effort or event invitation… now what? Check your data! To avoid sending multiple mailers to the same address, review your data to identify possible duplicate mailing addresses. If you’re not sure how to best organize your data, check out the helpful Excel guide below.
Are you having difficulty finding the image you need when creating your BEE email? Check out the latest addition to your BEE file manager! This newest update allows for the ability to toggle back and forth between a grid view and a list view when uploading/inserting images to your file manager. When your file manager […]
Data additions to GAIL as of April are listed below! Admissions data has added 3,100 student and 3,500 parent records. This new data upload contained students that had paid their deposit on or before the April 1st deadline. There will be a second upload in May for those who register by the May 1st deadline. Business […]
Do you have any enhancement ideas you’d like to see in GAIL or Advizor? Or you wish it would do ‘x’? If so, we are eager to hear them. While we cannot promise immediate solutions, the Office of Client Services will consult with our internal teams to find out how we might be able to […]
When creating a postal Direct Marketing Effort, did you know you can calculate record counts ahead of time to plan for printing material and budget? Here are a few helpful tips to get you started!
GAIL users, if you’re planning to send your next newsletter or solicitation, save yourself some time and use the copy option for Direct Marketing Efforts. Lucky for you, G-Wiz now includes an instructional guide for this process. Guided arrows have been added to the instructional slides to prompt you for the next steps. Here’s an example below: […]
A new Plan Dashboard has been added as a new tab inside your Prospect Plans which comes from an idea shared with us from the Law School as something that would be very helpful for their development officers. The information that displays on this new tab actually comes from the Contact Reports which include more […]