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Last Updated: 02/26/2024
in Welcome! 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...
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Last Updated: 02/26/2024
in Welcome! 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....
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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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Last Updated: 12/06/2023
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...
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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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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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Last Updated: 12/06/2023
in Using AskGenius Excel Upload ...
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Last Updated: 08/15/2023
in Using AskGenius Excel Upload 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...
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Last Updated: 08/15/2023
in Using AskGenius Excel Upload Click here to download the Excel Upload Template. ...
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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 ...
