Popular Articles

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

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  4. 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...
  5. AskGenius Excel Upload Template - DOWNLOAD FILE

    Click here to download the Excel Upload Template. ...
  6. 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...
  7. 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...
  8. Select Number of Asks

    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...
  9. 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 ...
  10. 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...