Training Materials

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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Adding a Salutation in BEE

Would you like to add a personal touch to your email content by adding a salutation? You can now incorporate merge fields, for salutations, into your BEE emails! ]

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GAIL Training for Student Workers

As of October 1, 2017, the Office of Client Services will begin to schedule GAIL Student Worker Training on an as-needed basis to accommodate classroom and work schedules.  

By David Ornelas | Blog . Front Page . GAIL 101 . GAIL Training . General . Resources
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Email Headers for BEE Templates

Need a custom school or college header for your BEE email content? Click here to access DARCOMM’s resource center and download yours today! For more information contact Buck Sharp, Digital Director at DARCOMM.

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New GAIL Flowcharts

Are you a visual learner who likes to see information at a glance? If so, take a look and the new flowcharts and infographics below to help keep you on track next time you’re working on a project in GAIL!

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MailChimp Template Integration to be disabled 9/30/17

As a reminder, MailChimp template integration into GAIL will be disabled on September 30th. If you have not attended BEE email editor training, the Office of Client Services will be offering additional BEE sessions on the following dates: Tuesday, September 26 9:00am to 10:00am 2:00pm to 3:00pm Thursday, September 28 9:00am to 10:00am 2:00pm to […]

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Prospect Management Policies and Procedures

The Prospect Managment Policies and Procedures manual has been updated as of January 12, 2018. Click on the document below to review or download as a PDF document.

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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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