Need to verify that an email marketing effort was sent? Want to see how your postal marketing effort turned out? Seeds are a great way to include yourself, and your internal team members, as recipients of a marketing effort without adding an additional segment. While seeds are a fantastic tool to utilize in your marketing effort, […]
So you’ve downloaded your spreadsheet for your postal mail marketing effort or event invitation… now what? Check your data! To avoid sending multiple mailers to the same address, review your data to identify possible duplicate mailing addresses. If you’re not sure how to best organize your data, check out the helpful Excel guide below.
Are you having difficulty finding the image you need when creating your BEE email? Check out the latest addition to your BEE file manager! This newest update allows for the ability to toggle back and forth between a grid view and a list view when uploading/inserting images to your file manager. When your file manager […]
Do you have any ideas you’d like to see in GAIL or Advizor? If so, we are eager to hear them. While we cannot promise immediate solutions, the Office of Client Services will consult with our internal teams to find out how we might be able to implement your suggestions. The next time something comes […]
GAIL users, if you’re planning to send your next newsletter or solicitation, save yourself some time and use the copy option for Direct Marketing Efforts. Lucky for you, G-Wiz now includes an instructional guide for this process. Guided arrows have been added to the instructional slides to prompt you for the next steps. Here’s an example below: […]
GAIL Users, in our continued efforts to enhance the overall GAIL experience, the Office of Client Services is proud to announce that G-Wiz is live! G-Wiz is a web-based interface that guides users through the marketing effort and event communications process. By answering a few questions, users will be shown specific instructions based on their […]
Have you hired a new Student Worker at your school/college/unit who needs GAIL access and training? If so, please follow the detailed steps below to get them started. Student workers are highly encouraged to complete the GAIL 101 Online Training module allowing them “View Access” in GAIL. If Student Workers need to update records or […]
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 […]