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Events Help Center

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  • Get Started
    • Welcome to GiveSmart
      • Welcome Guide
      • Meet the GiveSmart Team
      • Additional GiveSmart Services
      • Multiple Fundraising Products Welcome Guide
      • Quick Start Guide
      • Smart Partners
    • Complete Account Setup
      • Pay your Deposit
      • Set your Terms and Conditions
      • Set Up a Merchant Account to Process Credit Cards (Section 4)
      • Merchant Account FAQ
    • Next Steps & Checklists
      • Getting Started Introduction
      • Best Practices: Pre Event Tips
      • Pre Fundraising Guide
      • Donation Campaign Checklist
      • Onsite Event Checklist
      • Online/Virtual Fundraiser Checklist
      • Event Equipment Rental
    • GSE Product Updates
    • Guides
      • Campaigns (Events)
        • Access Prior Campaigns
        • Campaign Dashboard Overview
        • Campaign Form Overview
        • Copy an Existing Event Site (Campaign)
        • Create Additional Campaigns (Events)
        • Live Activity
        • Pivot to an Online/Virtual Fundraiser
        • Promote & Share Campaign
        • Run an Online/Virtual Fundraiser
        • Safely Share your Site Links
        • Ten Steps Prior to Sharing your Site
      • Check In
        • Check-In a User
        • Check In with Ticketing
        • Purchase a Ticket at Check In
        • Self Check-In
        • Tips for a Flawless Check In - Best Practices
        • Update User Information
        • Check In FAQs
      • Checkout
        • Checkout a User
        • Best Practices: Checkout
        • Checkout Multiple Users Together
        • Settle Remaining Balances
        • Return an Order from a Users Account
        • Filter Unpaid Users within Checkout
        • Checkout FAQs
      • Communications
        • Sending Email Messages
        • Sending Text Messages
        • Sample Communication Timeline
        • Admin Email Notification Settings
        • Auto Generated Emails
        • Auto Generated Texts
        • Campaign Links in Messages
        • Custom Emails
        • Custom Text
        • Manage Chat on your Presentation Page
        • Opt Back in to Messages
        • Preset Message Recipient Groups
        • Resend the Welcome Message
        • Send a Text to Unpaid Users Post Fundraiser
        • Sending Messages to Ticketed and Non-Ticketed Users
        • Templated Preset Text Messages
        • View Sent Emails
        • Text Message FAQs
      • Design
        • Create Ads and Announcements
        • Customize the Campaigns Style and Color
        • Include an Animation on Leading Bids
        • What is a Mobile Sponsor?
      • Displays
        • Displays Overview
        • Bids Display
        • Create a Champion Ranking by Donation Revenue Display
        • Left/Right Sidebar Revenue Display
        • Two Column Revenue Display
        • One Column Revenue Display
        • Set the Progress Image to $0 for Event Night Displays
        • Slideshow Display
        • Table Leader Revenue Display
        • Targeted Revenue Display Ideas
        • Total Revenue Display
        • Display FAQs
      • Donations
        • Create Donate Items for Targeted Need
        • Add a Donation to a Users Account
        • Capture Recurring Donations
        • Donation Appeal Methods
        • Donation Appeal Best Practices
        • Fixed vs. Donation Level Items
        • Receive Item Donations
        • Receive Monetary Donations
        • Return a Monetary Donation
        • Donations FAQs
      • Equipment
        • Download the GiveSmart App from the Apple App Store
        • Event Day Equipment Guide
        • Event Equipment Rental (iPads & Swipers)
        • Swiper Troubleshooting - iDynamo
        • Clover Go Troubleshooting
      • GiveSmart: Additional Options
        • Donor CRM: Automate Tracking Donors, Thank You Letters, and Retaining Them to Give Again
        • GiveSmart Fundraise
        • GiveSmart Fundraise Technical Support Resources (formerly MobileCause)
        • GiveSmart Events Salesforce ConnectorNew
      • Host an Auction
        • Age Restriction
        • Assign a Winner to a Live Item
        • Auction Items
        • Best Practices: Close Auction Items
        • Best Practices: Live Auction
        • Best Practices: Silent Auction
        • Bulk Enter Silent Auction Winners
        • Close Auction Items (Silent & Live)
        • Create an Auction Item
        • Delete a Bid or Auto Bid
        • Delete Items
        • Download Item Details
        • Duplicate an Item
        • Edit Items
        • GiveSmart Item Shop
        • Item Categories
        • Item Creation Recommendations
        • Item Page Visibility
        • Item Sheets
        • Package 2 or More Auction Items
        • Place a Bid
        • Upload Items Spreadsheet
        • Items FAQs
        • Item Sheet FAQs
        • Why are there bids with the same amount?
      • Integration
        • Export Reporting for CRM Upload
        • Import Donors from FR50
        • Export Purchaser Detail Report for FR50
        • Greater Giving
        • Import Donors from Millennium
        • Export Purchaser Detail Report for Millennium
      • Items for Purchase
        • Items Available for Purchase
        • Best Practices: Instant Items
        • Create Items for Purchase
        • Add a YouTube Video
        • Add an Item for Purchase to a Supporters Account Using Immediate Checkout
        • Add an Item for Purchase to a Supporters Cart
        • Add Item Images
        • Items Page Filters
        • Remove an Item from a Supporter's Account
        • Sell Instant and Raffle Items through an Order Form
        • Items FAQs
      • Org Hub
        • Organization Hub Overview
        • Allow Recurring Donations on a Campaign
        • Batch Details across all Campaigns
        • Batch Reporting for Recurring Transactions
        • Batch Reports Across all Campaigns
        • Campaign Item Stats Report
        • Campaigns Page Overview
        • Campaign Site Settings
        • Create a Custom Purchase Report
        • Export Batch Reports across all Campaigns
        • Inventory for Received Items
        • Manage your GiveSmart Account
        • Managing Org Admins
        • Managing Recurring Transactions
        • Org Hub: Reports Page Overview
        • Review Top Donors across all Campaigns
        • Transactions Page Overview
        • Using Google Analytics Tracking
        • View All Campaign Users
      • Pages
        • Add a Link, Button or Hyperlink an Image in a Section or Page
        • Add Sections to your Home Page
        • Create a Presentation Page
        • Create an Order Form Page
        • Create Custom Pages
        • Customize the Home Page Banner
        • Customize the Home Page Order Form
        • Customize the Order Form, Items, and Registration Buttons
        • Embed an Order Form on your Website
        • Include a Video or Live Stream on your Home Page
        • Managing your Presentation from Backstage
        • Reorder the Home Page Sections
        • Set Map, Contact Us and Share Links
        • Set Up a Streaming Encoder
        • Share a Custom or Presentation Page
        • Showcase a Fundraising Goal
        • Video and Live Stream Embedding FAQs
      • Payments and Fees
        • Apply Tax Based on Charity Rules
        • Apply Tax Based on Selling Price
        • Changing your Merchant Account Information
        • Issue a Refund to a User
        • Manage a User's Credit Card
        • Manage Receipts and Tax Letters
        • Manage User Statements
        • Multiple Fundraising Products CardConnect Batch and Fees
        • Pass Fees to Purchaser
        • Statement and Receipt FAQs
        • Update a Pledge Payment
        • User Payment Method Options
      • Peer to Peer (P2P)
        • What is Champion Fundraising
        • Add a Donation for a Donor to a Champion Fundraising Page
        • Create Champion Fundraisers
        • Customize a Champion's Personal Fundraising Page
        • Edit Champion Fundraisers
        • Promote Champion Fundraising
        • Remove a Champion Fundraiser
        • Review Champion Fundraising Revenue
        • Update a Champion's Fundraising Page Status
        • Champion FAQs
      • Raffle
        • Create a Raffle Item
        • Best Practices: Raffles
        • Delete a Raffle Purchase for a Supporter
        • Draw a Raffle Winner
        • Offer a Multi-Raffle Discount
        • Purchase a Raffle for a Supporter
        • Raffle Reports
        • See Assigned Raffle Entry Numbers
        • Sell Instant and Raffle Items through an Order Form
        • Raffle FAQs
      • Reports
        • Reports Page Overview
        • All Batch Activity
        • Batch Report
        • Bid History
        • Exports Reports
        • Export from GiveSmart Events to Donor CRM
        • Items Reports
        • Multiple Fundraising Products CardConnect Batch and Fees
        • Outstanding Balances Report
        • Payments Received Report
        • Presentation Viewers Report
        • Purchaser Detail Report
        • Raffle Entries
        • Registered Users Report
        • Revenue Report
        • Review Multiple Campaigns Batch Reporting
        • Ticketing Reports
        • Top Donors Report
        • Top Items Report
        • Vote History
        • Reporting FAQs
      • Resources
        • Customer Learning Opportunities
        • Customer Referral Program
        • Fundraising Inspiration and Resources
        • GiveSmart Technical Support Resources
        • Image Recommendations and Restrictions
        • Keyword Strategies
        • Pivoting to Virtual Resources
        • Register, Buy, Bid & Instructions
        • Reminder Business Cards
        • Remote Technician
        • Section and Page Templates
        • Security Reminders
        • Submit a Product Suggestion
      • Seating Management
        • Seating Management
        • Assign a Table or Golf Group
        • Add or Adjust Tables or Golf Groups
        • Set Venue Capacity
        • Seating FAQs
      • Settings
        • Adjust Starting Bid and Bid Increment Percentages for Auction Items
        • Auction Settings Overview
        • Change Raffle Labels
        • Communication Settings
        • Donations Settings
        • GiveSmart Product Accessibility Assessment
        • Global Settings
        • Include Bidder Numbers on User Accounts
        • Include Custom Fields on User Accounts
        • Manage User Registration and Participation Requirements
        • Managing Fair Market Values on Auction Items
        • Show or Hide Bidder Names in the Item History
        • Set a Date/Time for Bidding to Start
        • Set the Items Page View
        • Share Items through Social Media
        • Schedule a Time to Close your Auction
        • Site Settings
        • Users Settings Overview
      • Tickets
        • Create Ticket to Purchase
        • Add Discount Codes to Tickets
        • Ask Questions to Attendees
        • Delete a Ticket Type
        • Edit Attendees in Ticket Orders
        • Filter Ticket Orders
        • Purchase a Ticket for a Supporter
        • Purchaser and Attendee Information
        • Return a Ticket Order
        • Send Assignment or Confirmation Reminders
        • Update Purchaser Order Details
        • Ticketing Email Template
        • Ticket Purchase Notifications
        • Ticketing FAQs
      • Users
        • Add New Users
        • Add an Admin or Volunteer
        • Assigning Bidder Numbers
        • Bulk Add or Edit User Custom Fields
        • Edit a Company Donor User
        • Filter Campaign Users
        • Import Users from a Guest List
        • Invitee User Account
        • Manage User Details
        • Merge Duplicate User Accounts
        • Remove a User from an Event Site
        • User Permissions
        • User FAQs
    • Guest Experience
      • Account
        • Manage Saved Credit Card Information
        • Multi-Factor Authentication (MFA)
        • My Info Page
        • Obtain a copy of your Statement
        • Registration
        • Registration Email
        • Reset your Username and Password
        • Self-Checkout
      • Participate
        • Become a Champion Fundraiser
        • How to Bid
        • How to Donate an Item
        • How to Make a Monetary Donation
        • Purchase a Ticket
        • Purchase Items from an Order Form
        • Update Ticket Attendees Post Purchase
        • Using a GiveSmart Link
    • Training
      • Enablement Series
        • Onboarding: Prepare to Go Live
        • Run a Campaign: Event Day Preparation
        • Setting You Up for Success: Best Practices for an In-Person Event
        • Visitor Experience of a Campaign
        • Teams Onboarding
      • Feature Tutorials
        • Campaign Customization
        • Maximize Fundraising Using the Items Page and Order Forms
        • Items Management
        • Building your Campaign with Custom Pages and Sections
        • Ticketing and Seating Management
        • User Management
        • All Things Reporting
      • Fundraising Webinars
        • Cater to your Audience both In-Person and Virtually
        • Feature Spotlights
        • Lessons to Guide Us in 2022 and Beyond
        • Ticketing, Registration and Item Solicitation
        • Tips to Make Your Home Page Shine
    • Volunteers
      • Volunteers
        • Volunteer Profile
        • Volunteer Reference Guide
        • Volunteer Roles
        • Volunteer Training
        • Volunteer Check In Instructions
    • Product Updates
      • 2024 Q4
      • 2024 Q3
      • 2024 Q2
      • 2024 Q1
      • Product Update Archive
        • 2023 Q4
        • 2023 Q3
        • 2023 Q1 & Q2
        • 2022 Winter Releases
        • 2022 Fall Releases
        • 2022 Summer Releases
        • 2022 Spring Releases
        • 2021/2022 Winter Releases
        • 2021 Fall Releases
        • 2021 Summer Releases
        • 2021 Spring Releases
      • GiveSmart Applications FAQ
      • Single Sign On and 9 Dot Application Switcher
    • Home

    Training

    Enablement Series

    Feature Tutorials

    Fundraising Webinars

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