GAIL Training

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
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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
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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
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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!

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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.

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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!

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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 […]

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GAIL & Advizor User Survey Results – General

Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes. 

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Student Education Records

New student majors and minors are available for all current students. This includes multiple degree listings, 4 minors,  and 3 areas of emphasis. “Completed” certificate information has been updated as of December 2016 on constituent records, as well as multiple degrees with different majors.

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Minimize Descriptions in Direct Marketing Efforts

To avoid technical issues in the final stage of activating a Direct Marketing Effort, please minimize the descriptions within the effort’s template to no more than two lines.

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