Training Materials

Prospect Management Policies and Procedures

The Prospect Managment Policies and Procedures manual has been updated as of June 20, 2017. 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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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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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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Qualtrics Training

Do you frequently create surveys? Do you want to learn how to better analyze your survey results? If so, Client Services is now offering a new training class for the Qualtrics survey program.

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Updates to the Major Gift Impact Report

Development Officers, several changes have been made to the Development Officer Impact Report to provide you with the most accurate and current data for your plans and opportunities. First, the report itself has been renamed the Major Gift Impact Report.

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Follow-Up Reminders for Prospects That Are Not In A Plan

Fundraisers, follow the steps below to view general interactions that are not attached to plans.

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