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Created On: 11/20/2019
in Guides Payments and Fees
This article details how to locate the information currently associated with your GiveSmart Events Merchant Account, and the steps to take on how to update key information such as the linked Bank Account for deposits, Legal Name/Tax ID, Financi...
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Created On: 01/10/2019
in Guides Settings
The Site Settings allow you to: Brand your Event Site's Home page with your Org Logo. Set a custom display name to be featured on the home page, welcome text, and invoices. Establish a Keyword for text registrations and site URL customization....
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Created On: 12/20/2018
in Volunteers Volunteers
Review the characteristics GiveSmart believes meet the ideal profile of a volunteer. Download Volunteer Profile Guide Tip: Print copies of this guide for your volunteers to reference before the fundraiser. ...
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Created On: 11/20/2018
in Guides Payments and Fees Note: Excludes Click to Donate, Votes, and Ticket Purchases. Charity Rules is a tax based on the lesser of Fair Market Value (FMV) or selling price, excluding donations. "Will not Tax" is the default. Set Tax Go to Admin view Visit the Pay...
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Created On: 10/26/2018
in Guides Equipment GiveSmart is accessible through a browser from any device. Visiting www.givesmart.com and click 'Platform Login' in the top right, or the campaign's website URL, and sign in which allows you access to the campaign based on your User Role . ...
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Created On: 06/29/2018
in Guides Communications
Stay connected with supporters via email. Watch a video Create an email
From the Admin Navigation , select Communications > Email .
Click +New Email
Choose Recipient(s) .
Customize the Subject and Body .
On...
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The General Data Protection Regulation (GDPR) took effect on May 25, 2018. Due to the GDPR, organizations must provide terms and conditions to inform users of their rights with respect to personal data protection. These terms and conditions will be ...
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Created On: 03/15/2018
in Guides Check In Registration is typically your supporter's first experience, so make it as inviting, quick, and seamless as possible. As they arrive, confirm and capture the information needed, complete their registration and send them the Welcome Text linking them...
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Created On: 02/19/2018
in Guides Checkout Checkout a user's full or partial balance with various payment methods. User's with a valid email added to their account receive an email of their statement once their outstanding balance is paid in full. Watch a Video Checkout a user Rev...
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Created On: 01/16/2017
in Guides Users User is the default role on a campaign, which gives the registered user access to the event website. Admin access can be provided at the time a user is added to a campaign or updated at a later date. Visit Manage Org Admins to add additional org h...