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Last Updated: 12/06/2023
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...
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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....
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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...
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Last Updated: 02/26/2024
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 ...
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Last Updated: 08/03/2023
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 ...
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Last Updated: 05/06/2024
in Welcome!
Once you have signed into your account, click on your initials at the top right corner and click “Subscription.” On the subscription page, select the pricing tier you plan on using, and click "Subscribe." If you plan to use the Raiser's Edge N...
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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...
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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...
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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...
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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 "...
