-
...
-
Created On: 08/02/2023
in Using AskGenius After you click "Export Now", AskGenius will email you a link to download your Excel exports. You will receive two files, the primary list and the secondary list. Note: the links to your export will expire within 12 hours, but you can export again ...
-
Created On: 08/02/2023
in Using AskGenius On the “Appeal Summary” page, click “Prepare Your Export” on the bottom right of your screen to continue. You will see all the “Mandatory Fields” that will be included on your mailing list. You can include “Suggested Fields” and select any “Custo...
-
Created On: 08/02/2023
in Using AskGenius Click on one of the ask-range columns or donor types to access the “Review and Edit” page. Check out the “Critical Ask Factor.” This shows you what in your data was the deciding factor for creating the donor's ask amount. Click the blue button to ...
-
Created On: 08/02/2023
in Using AskGenius All of your donors now have personalized ask strings assigned to them. This page shows you the breakdown. This is a first look at the different levels of gifts your constituents are being asked for. You can click in and out of the different ask-ran...
-
Created On: 08/02/2023
in Using AskGenius Choose a strategy you would like to use for your appeal. Take time to review the descriptions of each strategy and choose the one you’d like to test. Once you’ve chosen a strategy, click “Calculate Asks” on the bottom right of your screen to con...
-
Created On: 08/02/2023
in Using AskGenius Select the number of asks you want in the ask string for your appeal. Choose the frequency – ask for annual gifts (one-time), monthly (recurring or pledges), or a combination. Click “Choose a strategy” at the bottom right of your screen to conti...
-
Mapping fields will help AskGenius find where you recorded gifts for your last three annual appeals, your latest capital campaign, and/or your latest special event. In the dropdowns, select a parent campaign that grabs all the child communications...
-
In the dropdown, you’ll find the list of your tags from your Virtuous environment. Select the one you want to use for your appeal. If you do not see the tag you want to select, had updates or changes to a current tag since your last sync, or you...
-
On the AskGenius homepage, click “Create Ask Strings.” Click on “Connect to Virtuous.” A Virtuous sign-in modal will appear. Sign in to your Virtuous account. Once connected, your Virtuous environment should appeal on the screen as an option....
