Blog

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 update the information along with your segments and packages!

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President’s Club Recognition Updates

Queries which reference the Presidents Club Recognition Program have been updated to reflect changes to the Presidents Club requirements.

By David Ornelas | Blog . News
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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 window. If you have trouble retrieving images, make sure you have disabled your pop-up blockers for the GAIL site.

By Leslie West | Blog . Front Page . General & Updates . Revenue
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2017 GAIL & Advizor Survey Results: Part 2

GAIL User Survey Results – Survey Says! Question #2 in the Survey was “Is there any data you feel should be added and/or maintained in the GAIL System” and we’ve compiled all the user submissions along with responses from our teams.

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Video Tutorials: Event Smart Query & Qualtrics

Need to send an email reminder or thank you letter to your event attendees? How about creating a survey to send them for feedback? Well you’re in luck! Two new instructional videos are now available to run an Event Smart Query and create a survey through Qualtrics!

By David Ornelas | Blog . Front Page
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New Wealth Data – System Notifications on Individual Records

Development Officers, you may have noticed a few new items and alerts in GAIL as you’ve viewed constituent records.  The Constituent Development team is working with Blackbaud to update our WealthPoint scores on most records in the system.  The notification “feature” is an automatic function in GAIL over which we have little control – so […]

By David Ornelas | Blog . News . Prospect Management
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Qualtrics Training

Do you frequently create surveys? Do you want to learn how to better analyze your survey results? If so, Client Services is now offering a new training class for the Qualtrics survey program.

By Leslie West | Blog . Front Page . General & Updates
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Major Gift Impact Report Updates

Development Officers, several changes have been made to the Development Officer Impact Report to provide you with the most accurate and current data for your plans and opportunities. First, the report itself has been renamed the Major Gift Impact Report.

By David Ornelas | Blog . Prospect Management
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Follow-Up Reminders for Prospects That Are Not In A Plan

Fundraisers, follow the steps below to view general interactions that are not attached to plans.

By David Ornelas | Blog . Front Page . Prospect Management
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2017 GAIL & Advizor Survey Results: Part 1

Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes. 

By David Ornelas | Blog . Front Page . General & Updates
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