You don't want to miss out on these analytic tools! |
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Check out these 5 Analytic tools!
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| Did you know that there are several analytical tools in GAIL that can help you monitor your annual giving status, review event registrant data, prospecting, and more?
*In order to capture the full image of each dashboard, the images below are not going to be completely clear and readable but please click on the links to each dashboard for better views and to test them out. |
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The Annual Giving Dashboard provides a snapshot of your programs' performance Year Over Year. This tool shows you YTD gifts, revenue, and donor summaries broken down by donor type (renewed, reactivated, or acquired). It also includes a summary of your units' leadership annual giving numbers, retention rate, and top solicitations. The donor detail tab is filterable, sortable, and clickable, allowing you to drill into the data further.
Where is it in GAIL? Analysis > Analytic Tools > Annual giving dashboard
* Must be logged into GAIL to access report. |
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Event Registrant Analysis |
This report shows statistics related to age groups, years of recognition, total recognition, gender, degree area and constituency. It also breaks down how many of the registrants were first time attendees as well as when the registrant became a donor in relationship to a specific event. Click here for more information about this report. Where can I find this report? Pull up your Event > Left Explorer Bar > Event Registrant Analysis * This report is specific to each event which is why you must launch it from inside your event in GAIL. |
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Development Officer Activity Report |
This report is the most comprehensive way to see your progress towards your goals i.e. meetings, asks, discovery, collaboration and solicitor revenue.
Where is this report in GAIL? Fundraising > Custom Reports > Development Officer Activity Report * Must be logged into GAIL to access report. |
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Prospect Overview Dashboard |
If you're a development officer, then you've probably heard about this one already (unless you've come on board after we first announced it). Check out this awesome video that explains how to use this tool! And as further reference, you can check out this helpful article.
Where can I find this report? To access this report, you will have to use this direct link.
* You will be prompted to log in using your myid and password. |
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Opportunity Pipeline Report |
This report will help you to easily and quickly access all of your open opportunities! There are 3 tabs in this report that offer you team totals by primary plan manager, individual totals by primary plan manager, and individual prospects and totals to include primary and secondary plan managers plus secondary solicitors. Read this helpful article for more information.
Where is this report in GAIL? Fundraising > Custom Reports > Opportunity Pipeline
* You must be logged into GAIL to view report. |
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Pro Tip: Subscribe to any of these tools by using the Watch button |
The 'Watch' button may be located at the top right of the report or at the bottom right. When you click on the Watch button, the following window opens and allows you to set your preferences as to the type of view you wish to receive and the frequency of how often you wish to receive the alerts.
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Email Statistics Report Upgrade |
The Email Statistics report has gotten a face lift! It already contained some really good information, but now it also contains data for Opt Out’s, Not Sent, and Bounced emails! This will come in handy especially for those automated emails that your unit may be using through GAIL, such as birthday cards and acknowledgements. You can find this handy report here:
Marketing and Communications > Custom Reports > Email Statistics |
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Did you know that are 4 places to access the Organizational Calendar in GAIL? And they all link to one combined calendar? Check them out on any of these following functional area pages in GAIL: |
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Switch to Registered UGA Logo |
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New Email Alert for Fundraisers! |
Have you been missing some key information when reviewing prospects in GAIL?
There are multiple places in GAIL that hold valuable information that you might be missing, such as Documentation - Notes, Media Links and Attachments. A new email alert option has been created for this very reason, you'll find this new option under your My UGA Email Alerts.
Click this link for instructions on setting these up. |
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Want to submit an article for next month's Tips & Tricks? Contact Cindy Bond
Office of Client Services | Advancement IT Development and Alumni Relations |
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