Training Materials

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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GAIL & Advizor User Survey Results – General

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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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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