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Created On: 11/10/2022
in Guides Resources
Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs. If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we want to...
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Created On: 09/22/2022
in Guides Check In
When guests check in at your event, this sets the pace for the evening, and is the location best suited for making a great first impression. We've made it easy to customize your check-in process to fit the needs of your guests. The tips below are...
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New Feature Export Donor CRM Report from GiveSmart Events A new Donor CRM report has been added which will allow you to easily export transactions and donors from the GiveSmart Events platform and import to GiveSmart Donor CRM. In Person...
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Created On: 09/15/2022
in Guides Equipment
Please reference some of these common troubleshooting tips if you are experiencing an issue with your Magtek iDynamo 5 swiper. Remember - only swipers purchased through our card processing partner are compatible with our sites. Please visit o...
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Welcome to GiveSmart! This welcome guide is intended for organizations who own 2 or more GiveSmart Fundraising Products, including any combination of GiveSmart Events, Fundraise or Donor CRM. This guide will walk you through the next steps and pr...
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General Q: Who is CardConnect (CloverConnect)? CardConnect is a payments partner of Fiserv, founded in 2006. They offer a suite of solutions focused on the ever-evolving needs of merchants accepting credit and debit transactions. CardConnect i...
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Your Intuitive, Simple CRM Community Brands, GiveSmart's parent company, acquired SimplyFundraisingCRM in March 2022, rounding out the GiveSmart fundraising and donor management platform. Built by fundraising experts with over 25 years of experi...
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Created On: 05/20/2022
in Guides Resources
The keyword you choose when you set up a new GiveSmart event can have a vital impact on the overall success. This document will cover keyword best practices, common mistakes, and help you determine the extent to which your keyword selection will ...
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Created On: 04/26/2022
in Guest Experience Participate
Update attendees within your ticket order either through the email receipt or from the campaign Pay page. Assign and unassigned attendees tickets and add a mobile number or email to send confirmation reminders. From the reminders, invitees confirm a...
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Created On: 04/26/2022
in Guest Experience Participate
Instant and raffle items can be available for purchase from an order form within a campaign. Select from the items available, answer questions associated with the purchase, and secure your payment with the desired credit card. Once the purchase is c...