GAIL 300 Level Courses

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 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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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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Event Smart Queries

As a reminder, contact information has been removed from the Registrants-More Details tab in the event module to eliminate data exports from this area without tagging records with communication codes.

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Updating the Package Code for Multiple Segments in a Direct Marketing Effort

When copying a direct marketing effort, please ensure to update the package code (this makes the Source code unique to the new effort) to ensure that all gifts trace to the correct effort. If the direct marketing effort contains multiple segments in it, updating the package code once and refreshing your page will apply to the other […]

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