Note: Available for org admins (for GiveSmart Events only customers) or Global Admin (for GiveSmart Events + Fundraise customers) once the deposit is paid or the annual subscription is paid.
Copy existing campaigns with several settings, items, users, and tickets as well. A list of all copied campaign attributes is below.
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GiveSmart Events Only Customers - Copy a campaign
Go to Org Hub > Campaigns.
- Click Copy Campaign to create a new campaign.
- Option to copy any combination of Users, Items, and Ticket details.
- Users
- All User's names, mobile numbers, emails, and mailing addresses copy.
- Credit cards that have not expired copy. The expiration month and year are recognized.
- Copied users maintain their text Opt-In and Terms and Conditions preferences.
- Items
- All items and packages, with details, copy.
- Item donor names, mobile, email, or mailing address don't copy. Display on Item field copies.
- Item Images, from prior GiveSmart CB campaigns, copy.
- Legacy copied campaigns vary.
- Tickets
- Ticket Types copy.
- Copied tickets are hidden by default.
- All purchasing activity is removed.
- Ticket questions copy.
- Ticket Types copy.
- Users
- Complete the rest of the Form.
- Select Save.
Note: Once a campaign is created in your org hub, it cannot be deleted.
GiveSmart Events + Fundraise Customers - Copy Event
Go to Org Hub > Events.
- Click Copy Event to create a new site.
- Select which content to copy, you have the option to choose between Users, Items & Tickets. Once selected, click Save & Continue.
- Users
- All User's names, mobile numbers, emails, and mailing addresses copy.
- Credit cards that have not expired copy. The expiration month and year are recognized.
- Copied users maintain their text Opt-In and Terms and Conditions preferences.
- Items
- All items and packages, with details, copy.
- Item donor names, mobile, email, or mailing address don't copy. Display on Item field copies.
- Item Images, from prior GiveSmart CB campaigns, copy.
- Legacy copied campaigns vary.
- Tickets
- Ticket Types copy.
- Copied tickets are hidden by default.
- All purchasing activity is removed.
- Ticket questions copy.
- Ticket Types copy.
- Users
- Select from an existing Fundraise campaign or create a new campaign to link this event.
- Once selected, click Back to GS Events.
- Complete the required fields and select Continue to GiveSmart Events.
- Review the suggested field settings, and click Save & Continue to begin customizing your new event site.
List of Copied Fields and Settings
These fields and settings are automatically copied:
- Global Settings
- Logo
- Website URL
- Display Name
- Name for Text Messages
- Bidder Numbers, Bidder Names, and Purchaser Names
- Request for Bidding and Registration
- Payments fields
- Messages
- Design Center
- Main and Secondary Color
- Banner Text Colors
- Order Form Button Text
- Donation Revenue Goal
- Custom Sections
- Contact Us
- Donation Settings
- Auction Settings
- Communication Settings
- Custom Displays