Direct Marketing Efforts

Embedding Hyperlinks In Your BEE Emails

Adding buttons to your BEE email is a great way to easily identify to your constituents where they can give a gift or register for your event. However, if the buttons are not correctly linked, sometimes this can result in a “page not found” for your email recipients. When you are setting up your button, […]

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Excluding Active Opportunities from a Solicitation

Are you planning on sending an email or postal mail solicitation? Make sure to exclude these selections… CDAG – Ex – FY19 Opportunities CDAG – Ex – FY19 Household Opportunities By excluding these selections, we can remove individuals and/or households from the solicitation who are scheduled to to receive a personal ask within the current fiscal […]

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Seeds & Salutations

Need to verify that an email marketing effort was sent? Want to see how your postal marketing effort turned out? Seeds are a great way to include yourself, and your internal team members, as recipients of a marketing effort without adding an additional segment. While seeds are a fantastic tool to utilize in your marketing effort, […]

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Checking for Duplicate Addresses in Postal Mailings

So you’ve downloaded your spreadsheet for your postal mail marketing effort or event invitation… now what? Check your data! To avoid sending multiple mailers to the same address, review your data to identify possible duplicate mailing addresses. If you’re not sure how to best organize your data, check out the helpful Excel guide below.

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BEE File Manager Improvements

Are you having difficulty finding the image you need when creating your BEE email? Check out the latest addition to your BEE file manager! This newest update allows for the ability to toggle back and forth between a grid view and a list view when uploading/inserting images to your file manager. When your file manager […]

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Ideas, Suggestions and Wish List

Do you have any enhancement ideas you’d like to see in GAIL or Advizor? Or you wish it would do ‘x’? If so, we are eager to hear them. While we cannot promise immediate solutions, the Office of Client Services will consult with our internal teams to find out how we might be able to […]

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How to Calculate Preliminary Records in Postal Mail Marketing Efforts

When creating a postal Direct Marketing Effort, did you know you can calculate record counts ahead of time to plan for printing material and budget? Here are a few helpful tips to get you started!

By David Ornelas | Blog . Direct Marketing Efforts
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G-Wiz Update: Copying Direct Marketing Efforts, Guided Arrows, and Event Communications

GAIL users, if you’re planning to send your next newsletter or solicitation, save yourself some time and use the copy option for Direct Marketing Efforts. Lucky for you, G-Wiz now includes an instructional guide for this process. Guided arrows have been added to the instructional slides to prompt you for the next steps. Here’s an example below: […]

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Glitch Fix: Extra Padding in BEE Email Content

GAIL users, have you noticed a blank space above your email content while previewing it in the Edit email window? Not to worry, your email recipients will not see this in their message – just make sure not to delete it!

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G-Wiz is Live!

GAIL Users, in our continued efforts to enhance the overall GAIL experience, the Office of Client Services is proud to announce that G-Wiz is live! G-Wiz is a web-based interface that guides users through the marketing effort and event communications process. By answering a few questions, users will be shown specific instructions based on their […]

By David Ornelas | Blog . Direct Marketing Efforts . News
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