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

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 […]


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 […]


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

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 […]


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, […]

By Michael James | Blog . Front Page . General & Updates

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

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

Using the “Copy from” Event Invitation Option

The copy from option lets you remove invitees who have either registered or declined your event from receiving reminder invitations. While this can be a useful tool in some scenarios, there are a few things to consider… The copy from button is located on your invitees screen within your event. You can get to this […]

By Leslie West | Blog . Events Management . Front Page

Best Practices for Reviewing A Postal Mail Spreadsheet

You’ve exported your mailing list from GAIL, now what? Whether you’re processing a marketing effort or an event communication, you need to review your spreadsheet before sending this information off to your printer. What should you look for? Check on these four topics… Rollcall! Are all your constituents present and accounted for? If you see […]