GAIL  101

 

How to Add a New Individual: PDF

How to Mark an Individual as Deceased: PDF

How to Add an Individual’s Employment Information: PDF

How to Add an Individual’s Spouse: PDF

How to Remove an Individual’s Spouse: PDF

 

How to Add an Individual’s Email Address: PDF

How to Set an Email Address as Primary: PDF

How to Remove an Email Address: PDF

How to Add an Individual’s Phone Number: PDF

How to Set a Phone Number as Primary: PDF

How to Remove a Phone Number: PDF

How to Add an Individual’s Mailing Address:

How to Set a Mailing Address as Primary: PDF

How to Remove a Mailing Address: PDF

 

How to Add an Interaction: 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 Business/Organization: PDF

 


BEE Email Editor

How to Create an Email in BEE: PDFVideo

How to Copy a BEE Email: PDF

How to Add Salutations to an Email: PDF

How to Create an Email Package: PDF

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

 


Direct Marketing Efforts

How to Process an Email Marketing Effort (Start to Finish): PDF | Video  

How to Process a Postal Mail Marketing Effort (Start to Finish): PDF | Video

How to Create an Email Marketing Effort: PDF

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 Create A Segment: PDF | Video

How to Request a Selection: PDF | Video

How to Activate a Marketing Effort: PDF

How to Export & Send an Email Marketing Effort: PDF

How to Complete a Source Code: PDF

How to Calculate a Marketing Effort: PDF

 


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