New fundraiser tools, team refresher training and more!
![]() New Fundraiser Tools The Advancement Services teams have been busy creating new tools to enhance your GAIL experience! Learn all about new Annual Giving Analytics, the Constituent ListBuilder and more on the GAIL blog. New Features & System Updates ![]() December Grads Added to GAIL All December 2020 graduates have been tagged in GAIL. The next time you send a communication to your alumni, this group will be pulled into the selection. Upcoming GAIL Outage The IT team is scheduling an extended GAIL outage on Saturday, February 6 from 7:30am-7:30pm. If you have any concerns, please email Jeff Garmon or Brantley Hobbs.
Schedule a Team Consultation Since March, everyone has made major changes to the way we work. If you need to reevaluate how your team uses GAIL or simply would like to learn about how GAIL can be working harder for you, schedule a consultation with the Client Services team. We can meet remotely to assess your needs, work on specific upcoming projects together and more. Research & Prospect Management New Required Field for Interactions The Owner field when entering a new interaction has been made a required field. Check out the details here. Updated Meeting Interactions Review Process Each Initial/Return Meeting that is entered into GAIL is reviewed by a member of the Prospect Management Team, and with the help of Advancement Services, a new page has been created where you will be able to see where in the review process your interaction is. Learn more about these updates.
User Access Updates Development Officers and users with update access now have the ability to edit and replace secondary plan managers after the plan has been created. If you have any questions, email Danielle Free.
Communications & Event Management ![]() iCal & Google Cal Links on Registration Forms The AskIT form for event registration pages now includes options to link to both iCal and Google Cal events. Read more about it. GAIL Steering Committee Wednesday, March 24 Virtual Wednesday, June 16 Virtual Access, Training & Support ![]() Now Scheduling Team Refresher Training Are there multiple people on your team with GAIL access? We hope so! If it's been more than a year since you first got trained, sign your team up for a refresher training. We are now offering them on all GAIL topics. ![]() Upcoming GAIL Trainings Ready to expand your GAIL knowledge? Check out our February class schedule.
Have something you would like included in next month's issue? Contact Emily Clary. ![]() Development and Alumni Relations Office of Client Services
Emily Clary Client Services Communication Specialist |