GAIL  101

How to Add a New Individual: PDF | Video

How to Add a New Group: PDF | Video

How to Add a New Organization: PDF | Video

How to Add/Update Employment: PDF | Video

How to Add/Remove a Spouse: PDF | Video

How to Update Contact Information: PDF | Video

How to Mark an Individual as Deceased: PDF | Video


BEE Email Editor

How to Create an Email in BEE: PDF | Video

How to Add Salutations to an Email: PDF | Video

How to Copy a Previously Created Email: PDF | Video


Direct Marketing Efforts

How to Process an Email Direct Marketing Effort: PDF | Video

How to Process a Postal Mail Direct Marketing Effort: PDF | Video

How to Copy a Marketing Effort: PDF | Video

How to Update the Package Code in a Copied Marketing Effort: PDF | Video

How to Remove Constituents from a Marketing Effort: PDF | Video

How to Find out the Open Rate of an Email: PDF | Video

How to Create A Segment” PDF | Video


Event Management

How to Manage Your Event: Full Video

How to Create a Single-Level Event: PDF | Video

How to Create a Multi-Level Event: PDF | Video

How to Process an Email Event Communication: PDF | Video

How to Process a Postal Mail Event Communication: PDF | Video

How to Run an Event Smart Query: PDF | Video

How to Find out the Open Rate of an Email: PDF | Video


Prospect Management

How to Add a New Prospect Plan: PDF | Video


Advizor

Prospect Identification Project: PDF | Video

Campaign Report Project: PDF | Video


Miscellaneous

How to Send Sensitive Data Through SendFiles: PDF | Video