GAIL 200 Level Courses

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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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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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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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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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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Giving Anonymously

Understanding the various levels of anonymity can be tricky. We get it. Continue reading to learn how to easily tell whether a person and/or gift is anonymous.

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