Direct Marketing Efforts

When to Add Spouses to a Mailing List

Through the Events – Preferred Name Format, you have the option to force spouses in as addressees for your marketing effort or event communication (read more about Events – Preferred Name Format here). Below are some do’s and don’ts of adding spouses to your communications. I Do’s Event Invitations Solicitations Holiday Cards I Don’ts Alumni […]

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Locating Existing Selections & Segments in GAIL

Are you creating new segments every single time you process a marketing effort? Did you know that most of the time this step is unnecessary? Once a selection has been created and transformed into a segment, it will continue to exist in GAIL with the potential to be used for multiple future marketing efforts. Let’s […]

By Emily Clary | Direct Marketing Efforts
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Sender, Send Name, Send Hour on Email Statistics Page

By using the email statistics link in the marketing and communications functional area, you can get a list of email correspondences sent out through GAIL. You can also click into the name of your, or any, email and get more stats for that particular email, like open rates, donation and event registration dollars generated, and […]

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Reading the Marketing Exclusions Report

Sending a marketing effort should always include looking over the marketing exclusions report. While often forgotten, this handy tool can help you determine exactly why you are not picking up as many constituents in your marketing efforts as you expected. To view the marketing exclusions report, you must first calculate the marketing effort. Once that […]

By Emily Clary | Direct Marketing Efforts
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Why Didn’t John Donor get my Email?

Meet John Donor. It happens all the time. You create a beautiful email in BEE, set up your marketing effort or event invitation, and hover over the mouse for a few seconds before pressing that daunting “Start” button to send your email. A few days later, you notice one of your most important constituents, let’s […]

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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 […]

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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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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 […]

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When to use GAIL Communications

One of the many great powers of GAIL is the ability to send mass communication pieces. You can reach practically any group of constituents in GAIL for your marketing and event communications, but how do you know when you should use this process versus sending an individual email or a quick update to the department […]

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