New Articles

  1. Managing Org Admins

    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....
  2. Org Hub: Reports Page Overview

    Note: The feature is available to Org Admin users only. Review org-level reporting for top donors based on the total amount contributed across all campaigns, merchant account funding details from batch reports containing recurring donations onl...
  3. Batch Reports Across all Campaigns

    Note: Available to Org admins only. Locate Go to Org Hub > Reports. Select Batch Report. Review batch reports Funds received from credit card payments are batched together by the credit card processor and deposited into your bank ac...
  4. Campaigns Page Overview

    Note: Available to Org admins only. Access all created and future GiveSmart campaigns, complete your account setup, manage your terms and conditions as well as the additional Org Hub settings. Note: Once a campaign is created in your Org...
  5. Export Batch Reports across all Campaigns

    Note: Available to Org admins only. Running multiple fundraising campaigns simultaneously or looking to see the details for all batch dates for all campaigns run? Review the details of a batch date to identify which campaign generated the reve...
  6. Manage your GiveSmart Account

    Note: Available to Org admins only. Manage your GiveSmart subscription from the Account page, which shows agreement dates, subscription start and end dates, subscription status, and a link to view the agreement. When it's time to renew reach ou...
  7. Managing Scheduled Recurring Transactions

    Note: Available to Org admins only. Review all scheduled donations. Sort by date, donor name, origin (campaign initial donation was made), donation amount, and frequency. Download as a CSV report. Locate  Go to  Org Hub >  Transactions. C...
  8. Review Top Donors across all Campaigns

    Note: Available to Org admins only. Highlights top donors based on the total amount contributed to your organization through a GiveSmart campaign. Locate Go to  Org Hub >  Reports. Select  Top Donors. Review Click on any of the head...
  9. Transactions Page Overview

    Note: Available to Org admins only. When accepting recurring donations within a campaign the initial donation is part of the campaign revenue. All subsequent donations are managed from the Transaction page.   From Transactions See a ...
  10. Customize the Home Page Banner

    Personalize the image and text color that appears in the Home pages banner. Note: An image size of 1200x300 pixels, with a maximum file size of 1MB, is recommended.  Images that do not fit these dimensions can be uploaded, but might not be optim...