If you’re a fundraiser, the fundraiser tab on your constituent profile houses a great tool: your pending activity page. Here you can see your list of pending plan steps and interactions for your prospects in one place. You can file contact reports for plans you’re working on, edit steps or mark them complete directly from […]
As outlined in policies and procedures, we require a Non-Disclosure Agreement form to be on file with the Client Services office prior to sharing any GAIL data with outside resources. Typically, you might contract with a vendor to print and process your mailings using data from GAIL (newsletters, solicitations, invitations, etc.) We want to provide […]
There’s a new “Research” tab on prospect records in GAIL! GAIL has a new “Research” tab which consolidates into one place the information presently appearing in different areas of the database. The new Research Tab reflects pertinent modeling score/rating information, prequalification notes, profile information, and research-confirmed assets: real estate, businesses, securities, wealth indicators, income/compensation, and […]
A new customization has been added to GAIL that allows for event invitees to “Send Regrets.” This new addition is available upon request when creating your event registration page. These declines will appear within your GAIL event module as well as your email alerts.
The Client Services team has just expanded! We’d like to introduce our 2 new staff members to the GAIL community! Michael James “MJ” is the new Training & Support Specialist and will be learning the ropes over the next few months in order to start taking over all training classes and provide front-line support to […]
On September 2nd new student data was added to GAIL via information provided by the Registrar’s office. This impacted 38,328 student records and also added/updated parent information if available. These new individuals will now appear in your current student/parent selections when processed through a marketing effort or event communication.
The office of Client Services is happy to welcome all new UGA employees to our Fall 2018 semester! During the next few months, a large portion of our new employee pool will be on-boarding with GAIL. This means registering and attending a GAIl 101 training class. GAIL 101 training must be completed by all new […]
Attention All Users: The policies for having access to GAIL dictate that any user that has not logged into GAIL within the past 6 months will have their access terminated. Additionally, if you have not signed into GAIL within the past 12 months, you will be required to take a GAIL 101 as a refresher […]
If you’re a fundraiser, you may have noticed your “Prospects of” group removing constituents from your members tab. When GAIL thinks a constituent is no longer on your radar as a prospect, it will attempt to clean-up your members tab by adding an end-date to the prospect. Why do prospects become end dated in […]