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Quick Reference Outline for Online/Virtual Events. This outline provides links to GiveSmart Help Center resources to help you plan and execute your fundraising event. If you need some extra help integrating GiveSmart into your event plan,...
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Quick Reference Outline for Onsite Events This outline provides links to GiveSmart Help Center resources to help you plan and execute your in-person fundraising event. If you need some extra help integrating GiveSmart into your event pl...
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Created On: 04/20/2022
in Guides Campaigns (Events) From the Live Activity view, monitor the fundraising activity, see upcoming text messages from the queue and enter monetary donations. Activity Feed View fundraising activity either by source or all. Feed shows the 20 most recent fundraisin...
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Created On: 04/20/2022
in Guides Checkout Watch a video Filter to unpaid Go to Admin View > Users > Checkout. Click Search by Status. Click Yet to Pay Including Pledges or Yet to Pay Excluding Pledges. Status descriptions Yet to Pay Including Pledges Includes a...
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Created On: 04/19/2022
in Guides Campaigns (Events) Note: Available for Org Admins once the deposit is marked paid. Expand fundraising by creating additional campaigns. Provide basic details about the fundraising opportunity, types of fundraising offered, and if staff members are needed. Campaig...
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Created On: 04/20/2022
in Guides Check In After a guest has been checked in, updates to their name, phone number, email address, assigned bidder number or custom field information can be made to a user account both from the Check-In screen as well as User Details. Tip: If Bidder Number o...
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Created On: 04/20/2022
in Guides Check In Can I add a credit card to a user's account? Yes. Visit Check in a User to review the steps. Can I update a user's name, mobile number, or custom fields? Yes. Visit Update User Details at Check-in for more information. How do I get custom ...
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Created On: 04/20/2022
in Guides Campaigns (Events) Shareable links direct users to areas of your campaign site to engage in the offerings without the association of a specific user. When promoting your campaign site on social media, in communications, or when promoting to a friend, use the shareable...
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Created On: 04/20/2022
in Guides Campaigns (Events) When circumstances change and you have to pivot, we’re here to help you. This article contains areas to consider when transitioning your once in-person fundraiser to an online campaign. Plan Decide on presentation If you planned a presentation su...
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Created On: 04/20/2022
in Guides Communications As an admin, moderate the complete chat activity that is occurring on your Presentation Page when chat is shown. From this list view, Admins can delete messages. Chat messages will load the first 1000 chat messages, then a Show More would appe...