Popular Articles

  1. 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 a...
  2.  How To Use The Excel Upload Template

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  3. AskGenius Excel Upload Template - DOWNLOAD FILE

    Click here to download the Excel Upload Template. ...
  4. 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...
  5. Create an AskGenius Account

    Go to app.askgenius.com Click on “Sign up to try it for free." Enter your email, and click the arrow. A verification email will be sent – once you’ve verified your email, you’ll create a password and enter your profile information. Note: E...
  6. Prepare Export

    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...
  7. Environments

    AskGenius users can connect their data in two ways: Raiser's Edge NXT Excel Upload You can also access the Excel Upload if you use the Raiser's Edge NXT integration. Check out our subscription article to learn more about how to subscribe ba...
  8. Choose a Strategy

    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...
  9. Reviewing the Appeal Summary

    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...
  10. Review and Edit Appeal

    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 ...