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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 […]

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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
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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 […]

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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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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
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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
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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
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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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3 Ways to Exclude Constituents from Marketing Efforts

When processing a market effort, you may wish to remove select constituents from receiving your correspondence. This is a fairly common process and why you should always review your export before sending a communication. GAIL will already remove constituents based on factors like solicit codes, invalid addresses, and deceased individuals. However you may also have additional […]

By Michael James | Blog . Direct Marketing Efforts . Front Page
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