Resources

Pulling Payroll Withholding Recurring Gifts in Query

It was recently brought to our attention that when querying for payroll withholding recurring gift transactions (i.e. the recurring gift itself, not the payments) using Inbound Channel is not capturing all Payroll Withholding recurring gifts. To avoid missing payroll recurring gift transactions, please use transaction type “Recurring Gift” and “Credit Type” under the Credit Card […]

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Video Content Block Now Available in BEE!

Great news! You can now add video content to your templates in BEE!

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Introducing G-Wiz!

GAIL Users, you’ve been to training, followed the instructional guides, and watched the videos. In our continued efforts to enhance the user experience, The Office of Client Services is proud to announce G-Wiz in February 2018!

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Donation Pages for Event Payments

GAIL Users, please refrain from using donation pages to collect event revenue. Instead, please make sure to set up an appropriate event in GAIL and request an online registration page through AskIT.

By David Ornelas | Blog . Events . Front Page . GAIL Training . Resources . Revenue
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Spot Check Your Data

When creating Direct Marketing Efforts and Event Invitations, please ensure to export and spot check all data prior to launch and activation. Reviewing data outputs in communication modules will identify erroneous data such as duplicate records and missing postal or email addresses. Contact the Office of Client Services for assistance reviewing data outputs, if something […]

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Pivot Tables in Direct Marketing Efforts

GAIL users, have you noticed the Pivot Table tab added to the Direct Marketing Effort frame? Once your effort has been activated, use this tab to view revenue data through graphs and charts!

By David Ornelas | Blog . Direct Marketing . Front Page . Resources
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Using “Not one of” in Query

When using the “Not one of” filter to exclude constituents from a query, keep in mind that it will require the constituents to have the non-excluded criteria. In other words, it will exclude any constituents that do not fall into the field on which you are filtering.

By David Ornelas | Blog . Front Page . Query . Resources
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Horizontal Image Display in BEE

GAIL Users, would you like the option to display images in your email content horizontally while viewed on a mobile device? If so, that option is now available in BEE! As a precaution, the vertical stacking is the most user-friendly and consistent setting for your image display so please use this feature carefully.

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NEW! Shortcut for Adding Interactions & Contact Reports

For speedier input of your Interactions and/or Contact Reports, a new shortcut has been established where you can click to add Interaction from the “Documentation and Interactions” Tile on any constituent record.  This will allow you 2 choices:  1) Plan Step w/ Interaction (use this to file a Contact Report for your Plan), or 2) […]

By Cindy Bond | Blog . News . Prospect Management . Resources
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Quick Search Additions: Events & Direct Marketing Efforts

Two new options have been added to the Quick Search drop-down menu in GAIL for Events and Direct Marketing Efforts! Please keep in mind that when selecting these new options they will remain sticky.

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