GAIL Communication Workshops

The Office of Client Services invites you to join us for a series of workshops focused on Direct Marketing Efforts and Event Invitations. During these workshops, we will answer your questions to help you manage your mail or email communications. You will leave with a better understanding of how to use these modules for their […]

By David Ornelas | Blog . Direct Marketing . Email . Events . Front Page . GAIL Training

Reminder: Query Access – Update Session

As a reminder to all query users, in order to maintain your query access, all users must attend one query update session per calendar year. Sessions are offered quarterly. Remaining session dates for 2017 are as follows: June 13 – 2:00pm to 5:00pm September 27 – 9:00am to 12:00pm December 6 – 2:00pm to 5:00pm […]

By David Ornelas | Blog . Front Page . GAIL Training . Query . Resources

GAIL & Advizor Survey Results #3-6

GAIL User Survey Results #3-6 Survey Says! Q3 – When you get new data that needs to be updated in the GAIL system, do you 1-Update it yourself, 2-Send it to, 3-Other? Q4- If updating or entering information into GAIL makes you nervous or uncomfortable, which area(s) are they? Q5 – What is the most […]

By David Ornelas | All Entries . Blog . Front Page . Resources

Stewardship Recipients

Need an easy way to find Stewardship Recipient information? Here’s what you can do!

By David Ornelas | Blog . Functional Areas . GAIL Training . News . Resources . Revenue

Direct Marketing Effort Templates

To simplify the process of creating Direct Marketing Efforts, Client Services has created mail and email templates for each school/college/unit. All you have to do is copy the template and update the information along with your segments and packages!


President’s Club Recognition Updates

Queries which reference the Presidents Club Recognition Program have been updated to reflect changes to the Presidents Club requirements.

By David Ornelas | Blog . News . Query . Resources

New Interaction Contact Methods

Interaction contact methods in GAIL have been edited to provide a clearer picture of development officer activities. Special thanks to Laura Wilkerson and the entire Prospect Management team for providing these much-needed updates.


New Instructional Videos

Need to send an email reminder or thank you letter to your event attendees? How about creating a survey to send them for feedback? Well you’re in luck! Two new instructional videos are now available to run an Event Smart Query and create a survey through Qualtrics!


New Wealth Data – System Notifications on Individual Records

Development Officers, you may have noticed a few new items and alerts in GAIL as you’ve viewed constituent records.  The Constituent Development team is working with Blackbaud to update our WealthPoint scores on most records in the system.  The notification “feature” is an automatic function in GAIL over which we have little control – so […]


Qualtrics Training

Do you frequently create surveys? Do you want to learn how to better analyze your survey results? If so, Client Services is now offering a new training class for the Qualtrics survey program.

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