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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...
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Created On: 04/26/2022
in Guest Experience Participate
This article details the various ways you can make a monetary donation through a GiveSmart Event Site. Donate Now From the Home page, locate the Donate Now section and make a one-time or monthly donation. Payment is processed at the time o...
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Created On: 04/26/2022
in Guest Experience Account *Fiserv (formerly CardConnect) Add card information that is saved to your GiveSmart account to expedite future fundraising contributions and check-in/check-out processes. Save multiple cards, allowing you to easily choose between different paymen...
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Created On: 04/26/2022
in Guides Users
Assigning Bidder Numbers This article details how to manually assign or auto-assign bidder numbers to registered users. General Considerations: We recommend using numbers between 100-999. GiveSmart does not supply physical paddles or bidder n...
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Created On: 04/26/2022
in Guides Users
This article outlines the steps for removing users with no activity in an Event Site. If a user is linked to any activity on the site (such as purchases, bids, donations, or payments/refunds), the option to remove them will be unavailable. Activit...