Solicit Codes & Storing Constituent Messages

If you missed the breakout session after the GAIL Steering Committee meeting last week, check out this article to read all about how we're handling solicit codes, the importance of adding a comment, and what information you should and should not be storing in GAIL.

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"Applied to Graduate" Attribute

A new field has been added to education records in GAIL that indicates the semester and year a student has applied for graduation. And yes, it's queryable!

New "Engagement Interest" Interaction Sub-Category

We have created a new interaction sub-category for "Indicated willingness to help" for when a constituent is eager to get involved but there aren't any immediate opportunities. Read more about how to use this in your interactions.

Schedule a Team Consultation

The past year, we've all 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.

Put it on the Calendar

BEE Updates

Have you heard the buzz? New updates to BEE are now live!

When to Exclude Re-Activated Constituents from your Emails

We are currently making efforts to opt constituents back in to UGA emails. If you are planning a very general, mass email, consider excluding them to prevent another op-out.

Registrants and Follow-Up Communications

When you're sending a follow-up communication to promote your event, be sure to use an Event Invitee Smart Query to only include those who have not registered yet. If you email registrants over and over, they will be allowed to register multiple times, creating multiple transactions for Gift Accounting to process.

Wednesday, June 16

Virtual

Future Dates TBD

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 April 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

ejclary@uga.edu