Blog

Fundraiser Email Alerts

Most fundraisers’ portfolio sizes range from 75-125 prospects. This is a lot to keep track of! How can it be managed? Email alerts are a great way to stay updated with prospects’ activities and stay proactive with managing your portfolio. How can I subscribe to these email alerts? In order to receive fundraiser email alerts, […]

By Leslie West | Prospect Management
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Best Practices: Groups & Committees

Groups and Committees in GAIL are great tools for keeping track of different collections of constituents. While they function the same way in GAIL, there is a difference in how they should be used. Committees are Groups with a fundraising component to them. It’s a square/rectangle situation where all Committees are Groups, but not all […]

By Emily Clary | General & Updates
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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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Adding Speaker Information to your GAIL Event

When hosting a large event, it can sometimes be easy to get bogged down in all the planning details. Without a stellar organization system, changes to staffing or even the event itself can cause issues in planning down the road. To save yourself the trouble in the future, avoid some of the stress of planning […]

By Emily Clary | Events Management
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Marketing Efforts Planning Calendar

If you’ve ever wanted to peer into a crystal ball and see the future, look no further than the GAIL Planning Calendar. Located in the Marketing & Communications functional area, the Planning Calendar includes all of the marketing efforts and events that have ever been added to GAIL. It even includes the upcoming travel dates […]

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Events – Preferred Name Format

With all of the available name formatting options in GAIL, it can sometimes be tough to know which one is best to use for your specific communication. If you’re looking for a way to ensure both spouses will be included on your mailings, regardless of whether they both meet the selection criteria, let us introduce […]

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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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LAIT Scores Available in Advizor

The Prospect Identification project now contains the L (Linkage) and A (Ability) scores to research new prospects, volunteers, and connections. The aim of including these scores in Advizor will be to help identify and prioritize constituents when searching out new prospects. Constituents will high Linkage and Ability scores will, in general, have a greater propensity to […]

By Michael James | Blog . Front Page
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