GAIL Training

File a Contact Report using GAIL Mobilize

Development Officers, have you used GAIL mobilize to file contact reports using the dictation feature on your mobile device? Follow the instructions below to take advantage of this great feature!

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Updating Contact Information on Constituent Records

GAIL users, when updating constituent addresses, phone numbers, or emails please make sure to NOT select the “General” type, as this is reserved for information provided by the Athletic Association’s Paciolan database.

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Interaction Page Enhancements

Need to search for a specific interaction? No problem! Use the handy filters in the newly added Comments field to search all interactions for a specific keyword. In addition, you now have the ability to choose which columns you want to see on your interactions page.

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New Interaction Subcategory: Meeting Request

Development Officers, a new subcategory has been added to the Add an interaction screen allowing you to formally log a meeting request on your Prospect’s record!

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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: September 27 – 9:00am to 12:00pm December 4 – 2:00pm to 5:00pm Users who fail to attend a […]

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 . 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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