Blog

Advanced Search Options

Searching for constituents, whether that’s individual, groups, or organizations, is one of the most fundamental actions you can perform in GAIL.To perform a basic search, navigate to the constituents functional area from the blue bar across the top. Under the constituents section click the first link for constituent search. In the box that appears type […]

By Michael James | Blog . General & Updates
DETAIL

Maintaining Business Addresses in GAIL

When sending postal mail correspondences through GAIL, one of our most important tasks is making sure that our communication is reaching our constituents. Sometimes this may mean contacting constituents at their place of business instead of at their residence. When a business address is added to the contact tab of a constituent’s profile, we can […]

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

Why Can’t I Log-In to GAIL?

There are a number of different reasons why you may not be able to enter into GAIL. Maybe you don’t have the correct access. Maybe you aren’t logged into the correct VPN group. Use the troubleshooting guide below to determine why you may not be able to access GAIL. If you are still experiencing any […]

By Leslie West | Blog . General & Updates
DETAIL

UGA Score and Campaign Giving Info Tiles

Recently, the new UGA Score was unveiled to assist in fundraising efforts and prospect identification and research. This new score can now be added to a constituent’s profile as an info tile so you can see it right away when you land on a profile page. The Reeher metric MG EVI is also posted (if […]

DETAIL

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 […]

DETAIL

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 […]

DETAIL

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 […]

DETAIL

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 […]

DETAIL

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
DETAIL

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
DETAIL