Direct Marketing Efforts

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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Introducing G-Wiz!

GAIL Users, you’ve been to training, followed the instructional guides, and watched the videos. In our continued efforts to enhance the user experience, The Office of Client Services is proud to announce G-Wiz in February 2018!

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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Pivot Tables in Direct Marketing Efforts

GAIL users, have you noticed the Pivot Table tab added to the Direct Marketing Effort frame? Once your effort has been activated, use this tab to view revenue data through graphs and charts!

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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Horizontal Image Display in BEE

GAIL Users, would you like the option to display images in your email content horizontally while viewed on a mobile device? If so, that option is now available in BEE! As a precaution, the vertical stacking is the most user-friendly and consistent setting for your image display so please use this feature carefully.

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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