Stewardship Recipients

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

President’s Club Recognition Updates

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

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 […]

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 […]

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 […]

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!

Viewing Vanguard Images

A new customization has been made to GAIL which affects the way Vanguard images are viewed. Now, when selecting a Vanguard image, the document will open in a separate browser window. If you have trouble retrieving images, make sure you have disabled your pop-up blockers for the GAIL site.

GAIL & Advizor User Survey Results #2

GAIL User Survey Results – Survey Says! Question #2 in the Survey was “Is there any data you feel should be added and/or maintained in the GAIL System” and we’ve compiled all the user submissions along with responses from our teams.