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Team Spotlight: Constituent Management (formerly Alumni Records)

Who are the members of the Constituent Management team? Constituent Management is made up of 6 team members: (Left to Right) Brian Norman, Lauren Nickels, Kellie Judy, Ashley Morrow (Manager), Carrie Bero, and Janet Lee Epperson.   Team Fun Facts: Ashley loves UGA sports (particularly baseball and women’s basketball) and is also a bit of […]

By Leslie West | Blog . Front Page . General & Updates
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New Degree Area Organization

Recent changes have been made to the Degree Area fields of the constituents’ education tab. The constituents’ profile will look the same, however adjustments have been made behind the scenes that will affect the way you request and compile your alumni lists.   What is the Degree Area field and where is it located? Degree […]

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Coming Soon: Deceased Finder Quarterly Uploads

Beginning in September 2018, the Records team will be increasing their previous once a year Deceased Finder upload to quarterly. The first quarterly upload will occur this September, followed by additional runs in December 2018, March 2019, and June 2019.   Never heard of Deceased Finder before? Blackbaud’s Deceased Finder process works by looking at […]

By Leslie West | Blog . Front Page . General & Updates
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Organizing and Locating Marketing Efforts

Where can I find my marketing effort? All current and previously created marketing efforts can be found in the marketing and communications functional area within the link direct marketing efforts.   When the direct marketing effort page appears, you’ll notice there is a long list of marketing efforts: 4300+ marketing efforts to be exact. That’s […]

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Introducing: DME Dashboard

Following on the popularity of the UGA Dashboard and Plan Dashboard, the office of Advancement Services is happy to bring you: the DME Dashboard! This dashboard will be located on your marketing effort page in your list of tabs. We recommend clicking and dragging this tab to the front of your tabs list.     […]

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Where are Death Certificates Located?

The Advancement Services Records team does a daily search of UGA constituents who have recently become deceased. If an obituary or death certificate is found for the constituent, the image will be attached to the vanguard images tab of the constituent’s record in GAIL. Recorded surviving relatives will also be documented and a note attached […]

By Leslie West | Blog . Front Page . General & Updates
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2018 GAIL Survey Results: Part 1

A big thank you to all 160+ participants who completed the 2018 GAIL survey! Your feedback is so important to the growth of GAIL and the Advancement Services team. As we compile and analyze all of your open-response feedback and suggestions for improvement, here are the statistics for the survey questions involving GAIL usability. For […]

By Leslie West | Blog . Front Page . General & Updates
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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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“Class of” Abbreviations for Event Name Tags

Within your GAIL event, the Registrants-More Details tab has been updated to include “Class of” abbreviations. The new columns (DegreePreferredClassOfAbbrev) included on your Excel spreadsheet will assist with creating name tags for events (Ex. John Smith BBA ’99). If you’d like this class abbreviation added to your other export definitions, please email askit@uga.edu. NOTE:  Client […]

By Leslie West | Blog . Events Management . Front Page
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