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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...
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Created On: 01/10/2017
in Guides Reports A real-time snapshot of revenue, items, users, payments, and more. Filter reports by pre-event, during, post, all, or custom date ranges. Search, sort, and export all available report details. Watch a video Reports review Most of the avail...
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Created On: 09/10/2018
in Training Enablement Series Watch a Video
Walk Through
Logging In
Visitors' Experience
Campaign Dashboard and Settings
Review
Users
Tickets
Items
Touch On
Displays
Messages
Ads
Reports
24/7 Help Center and Support Agents
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Created On: 09/08/2021
in Guides Resources Do you know of a fellow Organization who would benefit from using GiveSmart? We would love to know and we'll reward both you, and the Organization you refer, if they sign up!
What we’ll do:
We will discount your next contract by $300 for ...
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Created On: 03/14/2019
in Training Enablement Series Watch a Video
Walkthrough
One Week Pre-Event Checklist
Review and finalize Tickets and Seating Management.
Complete auction items and item display sheet.
Complete the guest list and assign bid numbers (if applicable).
Confirm...
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Created On: 03/05/2019
in Guest Experience Account A registration email is sent to the email provided once registration is complete on the campaign site, which contains your personal bidding link to access bidding pages on the campaign. If you are assigned an admin role on the campaign site, your em...