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 ...

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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....

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...

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...

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...