Training Materials

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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GAIl & Advizor User Survey Results

Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes. 

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Plan Name Column on Interactions 

A new column titled Plan Name has been added to the Interaction record displaying the Prospect Plan’s name and hyperlink.

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New Instructional Videos

Need a refresher on how to create a group or committee record in GAIL? How about a tutorial on the Advizor – Campaign Report project? You’re in luck! Client Services has developed instructional videos for both business processes, click on the links below to view them anytime!

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Minimize Descriptions in Direct Marketing Efforts

To avoid technical issues in the final stage of activating a Direct Marketing Effort, please minimize the descriptions within the effort’s template to no more than two lines.

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Best Practices for Entering Interactions on Organization Records

GAIL users, please make sure to enter interactions on Organization records in the Primary record of the search results. To verify the primary record follow the steps below… 

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Revenue & Recognition Video Tutorial

Need a refresher on Revenue and Recognition in GAIL? Client Services has developed an instructional video for an overview of the Revenue tab on the constituent page, as well as the Revenue and Fundraising functional areas.

By David Ornelas | Blog . Front Page . GAIL 101 . Resources . Revenue
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Event Smart Query for Registered or Attended Constituents

Event Managers, a smart query has been created specifically for each of your schools/colleges/units.  Please be sure you use only the one with your naming convention (ex:  “A&S – Event Attendees”).  There is only one smart query per unit so others on your team will also have access to use it. **This process will overwrite […]

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