-
Created On: 04/21/2022
in Guides Host an Auction Can I see examples of both types of item sheets? Advanced Item Sheet Examples. Default header and footer. Custom header and footer. Basic Item Sheet Examples. Default header and footer. Custom header and footer. Why...
-
Created On: 04/22/2022
in Guides Integration The CRM upload requirements determine the series of steps to be taken. The path to successfully upload the reporting data will be determined by the CRM requirement surrounding the CRM ID, however, the first step will remain the same for any CRM. W...
-
Created On: 04/22/2022
in Guides Integration Export and import data when integrating with Greater Giving. Export Users Provide GiveSmart with the export of all users 2 days prior to the event. The export that works with our platform is “A Supporter Export Filtered with Both Members.” Please...
-
Created On: 04/22/2022
in Guides Integration The campaign Purchaser Details report allows an admin to import the information back into Millennium. Export Millennium Report From the Admin Navigation , select Reports > Overview . Scroll down to the Export Section on the left (it will b...
-
Created On: 04/21/2022
in Guides Host an Auction Create an exact replica of an existing item, without re-typing all of the item details. Note: Created items, added to a package, cannot be duplicated. Watch a Video View Admin: Items From the Items Container within the Dashboard, cl...
-
Created On: 04/21/2022
in Guides Host an Auction To start the auction, the Items page view must be Live allowing supporters to place bids on auction items. When the Items page is set to Preview or Hidden, add a Go-Live date for your Items page to automatically update to Live. Items can be add...
-
Created On: 04/21/2022
in Guides Host an Auction Download items details in a CSV report, which can assist in creating a printed program, pamphlet or booklet. Watch a Video Access Download Item Details Note: Images and YouTube videos are not included in the download. From the Items...
-
Created On: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. Review merchant account funding details from batch reports containing completed recurring donations only. Locate Go to Org Hub > Reports. Select Recurring Transactions. Review Click on any of...
-
Created On: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. We don't recommend using Inventory when entering fundraising items for a specific campaign. Inventory is reserved for items received but not yet intended to use for a specific campaign. Track and manage fundr...
-
Created On: 04/22/2022
in Guides Org Hub Note: Available to org admins only. Org admin is the highest admin-level which gives access to the Org Hub to manage all past, present, and future fundraising and can manage the GiveSmart account. Only org admins can manage other org admins....