Blog

Tracking Pending Interactions That Are Not Connected To Plans

Most fundraisers use the Pending Activity tab on their My fundraiser page to keep track of pending plan steps. However, not all pending interactions are connected to a plan. Are we out of luck? Do we need to manage this manually? Certainly not! You can customize your Pending Activity tab to include these non-plan interactions. […]

By Leslie West | Prospect Management
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When to Refresh Selections

Knowing which selection to use in your direct marketing effort or event invitation can sometimes be tricky, but it doesn’t need to be! In this blog post, we’ll walk you through how to look up existing selections, what each type of selection is used for, and how to know if your selection needs to be […]

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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 […]

By Michael James | General & Updates
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Sharing GAIL Data with SendFiles

SendFiles is UGA’s encrypted file sharing service. Please remember that as a GAIL user, you have access to sensitive information that must be protected. If you need to share data from GAIL with a vendor, volunteer, or faculty member, please first verify that the recipient has submitted a Non-Disclosure Agreement form via AskIT and ensure […]

By Emily Clary | General & Updates
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The Importance of Activating Direct Marketing Efforts

Activation is the last and arguably most important step in the process of sending a direct marketing effort. We know it’s easy to forget this last step in the excitement of downloading your mailing list or sending your email, but it is imperative, both for your unit and for the integrity of GAIL as a […]

By Emily Clary | Direct Marketing Efforts
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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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Pending Registrations

If you’ve managed an event in GAIL before, you may be familiar with the Pending Registrations tab. If you’re not, this tab is a sort of limbo where registrations wait to be processed manually by our Gift Accounting office. Typically this process is run at the end of every business day, so don’t worry if […]

By Emily Clary | Events Management
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“Prospects of” Group Quick Add Option

How do you usually add members to your prospects of group? Most fundraisers opt to go the direct route via the members tab of their prospects of group. On this tab you can click the Add button and search for and select constituents to add to your group. Why do I need to add constituents? […]

By Leslie West | Prospect Management
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Tracking Marketing Effort Revenue with Finder Numbers

Did you know that marketing efforts in GAIL allow you to track gifts that are made as a result of the effort? All it takes to enable this feature is adding a placeholder segment to generate a finder number. First thing’s first: what’s a placeholder segment? A placeholder segment acts just like all the segments […]

By Emily Clary | Direct Marketing Efforts
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New: Single Page Marketing Efforts

If you’ve noticed your marketing efforts look a little bit different lately, you’re not imagining things. Recently we added links to the Tasks bar (found in the top left corner of DMEs) in order to create a single page marketing effort experience. Now once the marketing effort is created in GAIL, all of the resources […]

By Emily Clary | Direct Marketing Efforts
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