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  1. Map Appeal

    This page is designed to locate donation data related to: Annual appeal gifts from the last three years. Gifts to a major capital campaign within the last eight years. Recent gifts to a special event. Selecting Campaigns, Appeals, and Funds...
  2. Select Audience

    Click the dropdown to select the list you want to use for your appeal. Note that you can only choose one list per appeal. Click on "Map Appeal." If the list is grayed out, it means it has not been synced to AskGenius. To sync the list, click "...
  3. Connecting and Syncing to RE NXT

    In your RE NXT environment, navigate to the Blackbaud Marketplace and search for "AskGenius." Select the AskGenius app and click "Connect." If the option to connect is unavailable, please check with your IT or database administrator for permissio...
  4. Resyncing Virtuous Data

    Remember that the data stored in AskGenius after you sync is static, so it's essential to occasionally resync your data to AskGenius before each direct mail appeal or if there have been significant updates to your data since the last sync. Resyncing...
  5. Helpful Tips to Get Started with Virtuous Integration

    Before you can create custom ask strings, you’ll need to tag the contacts you want to include. You can tag individual records or apply a tag to contacts in the query results list to identify audiences. Nonprofits will categorize their givers into ...
  6. Environments

    AskGenius users can connect their data in three ways: Raiser's Edge NXT Virtuous Excel Upload You can also access the Excel Upload if you use the Raiser's Edge NXT or Virtuous integrations. Check out our subscription article to learn more ab...
  7. Adding Users

    AskGenius subscribers are allowed to invite unlimited users within their organization. Once you have signed into your account, click on your initials at the top right corner and click “Users.” On the users page, click on the button "Invite User....
  8. Excel Template - Explanation of Fields

    Constituent ID  -> The unique donor ID number or text that is assigned to your donor within your CRM Fields in red are mandatory Greatest Gift  -> The largest dollar amount received from each donor Fields in yellow are...
  9. How To Use The Excel Upload Template

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  10. AskGenius Excel Upload Template - DOWNLOAD FILE

    Click here to download the Excel Upload Template. ...