GAIL  101

How to Add a New Individual: PDF

How to Create a New Group: PDF | Video

How to Add a New Member to a Group: PDF

How to Remove a Member from a Group: PDF

How to Change a Group’s Primary Contact: PDF

How to Add a New Organization: PDF

How to Add/Update Employment: PDF

How to Add/Remove a Spouse: PDF

How to Update Contact Information: PDF

How to Mark an Individual as Deceased: PDF


BEE Email Editor

How to Create an Email in BEE:  Video

How to Add Salutations to an Email: PDF


Direct Marketing Efforts

How to Process an Email Direct Marketing Effort: PDF | Video  

How to Process a Postal Mail Direct Marketing Effort: PDF | Video

How to Copy a Marketing Effort: PDF | Video

How to Update the Package Code in a Copied Marketing Effort: PDF

How to Remove Constituents from a Marketing Effort: PDF

How to Find out the Open Rate of an Email: PDF

How to Create A Segment: PDF | Video

How to Request a Selection: PDF | Video


Event Management

How to Manage Your Event: Full Video

How to Create a Single-Level Event:  Video

How to Create a Multi-Level Event: PDF

How to Process an Email Event Communication: PDF | Video

How to Process a Postal Mail Event Communication:  Video

How to Run an Event Smart Query: PDF | Video

How to Find out the Open Rate of an Email: PDF


Prospect Management

How to Add a New Prospect Plan: PDF

How to Add a Constituent to a “Prospects of” Group: PDF


Advizor

Prospect Identification Overview: PDF | Video

Campaign Report Overview: PDF | Video


Miscellaneous

How to Send Sensitive Data Through SendFiles: PDF

How to Complete an Online Deposit Transmittal Form: PDF | Video