A new Pending Batch Revenue report has been added to the Revenue functional area of GAIL. This new report shows gift revenue given to the Foundation that is currently pending in batch. While revenue is pending, it will not display in your gift reports. By running the pending batch report, GAIL users will know if […]
The Alumni Association staff will soon begin to utilize GAIL’s prospect management tools for their engagement plans. You will begin seeing new prospect plans appear possibly on some existing assigned prospects. These plans will be used for managing their engagement plans with Chapter Leaders, SAA, Past AA Presidents, etc., rather than for fundraising specifically. There […]
New enhancements have been made to the email statistics report to make it easier to search for and locate a previously sent email through GAIL. These updates include the ability to search by your email name, filtering column headers that remain sticky, and choosing which email data you want to see or not see.
Once you have this excel file, you can use any number of data fields in conjunction with a Word Merge Document to print out actual Name Tags for your event. You can contact the Client Services team if you need assistance with setting up and printing your name tags. There is a standard, bare basics […]
What is an email bounce? An email bounce simply means your email message was unable to be delivered to a constituent. When an email is sent through GAIL and a bounce occurs, the Constituent Management team (firstname.lastname@example.org) will receive an automatic notification of the delivery failure. This failure can occur for a number of different […]
Email best practices state that the content created for your constituents should be concise, informative, and eye-catching. By inputting too much content into your email, it might make it look cluttered and difficult to read. Sometimes instead of inserting a lengthy letter or article directly into your email, you may need to attach a document to […]
Acknowledgements are processes in GAIL that are used to send out thank-you letters to your donors. Every school/college/unit has at least one acknowledgement process already established in GAIL. If you, or someone on your team, has not been trained on Acknowledgements, please email Cindy Bond at email@example.com to coordinate a training date and time.
In an effort to streamline and simplify, Prospect Management has disabled the qualification plan type for use going forward and instead will rely on a Qualification step/stage within any gift plan. The most recently completed or next pending step determines a plan’s stage.
The latest enhancement to BEE lets you “undo” changes made to your email content. When you click into a content box and begin making edits, you will see a history and undo icon appear in the bottom left corner of your email window. Use these tools to undo a single edit or jump back in […]