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Meet your GiveSmart Team, we are built with your needs in mind. Stronger Together: The GiveSmart Teams Set You Up for Success in Every Scenario Customer Success Manager Your Customer Success Manager (CSM) is your main point of contact thro...
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Created On: 01/06/2021
in Guest Experience Account Participated in a GiveSmart fundraiser in the past and looking to participate in a new upcoming campaign, but forgot your username and/or password? When you attempt to sign in to a new campaign to participate in the fundraising, click the blue Forg...
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Created On: 11/20/2019
in Guides Payments and Fees
Once the Merchant Account is established, new campaigns are automatically linked. If any changes are needed on the account (legal name, DBA, account signer and banking information) then please complete the correct form and send it to Support. Reac...
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Created On: 11/20/2018
in Guides Payments and Fees Note: Excludes Click to Donate, Votes, and Ticket Purchases. Charity Rules is a tax based on the lesser of Fair Market Value (FMV) or selling price, excluding donations. "Will not Tax" is the default. Set Tax Go to Admin view Vis...
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Created On: 10/26/2018
in Guides Equipment GiveSmart is accessible through a browser from any device. Visiting www.givesmart.com and click 'Platform Login' in the top right, or the campaign's website URL, and sign in which allows you access to the campaign based on your...
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Created On: 06/29/2018
in Guides Communications
Stay connected with supporters via email. Watch a video Create an email
From the Admin Navigation , select Communications > Email .
Click +New Email
Choose Recipient(s) .
Customize the Subject ...
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The General Data Protection Regulation (GDPR) took effect on May 25, 2018. Due to the GDPR, organizations must provide terms and conditions to inform users of their rights with respect to personal data protection. These terms and conditions will be ...
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Created On: 03/15/2018
in Guides Check In Registration is typically your supporter's first experience, so make it as inviting, quick, and seamless as possible. As they arrive, confirm and capture the information needed, complete their registration and send them the Welcome Text linking ...
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Created On: 02/19/2018
in Guides Checkout Checkout a user's full or partial balance with various payment methods. User's with a valid email added to their account receive an email of their statement once their outstanding balance is paid in full. Watch a Video Checkout a us...
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Created On: 01/16/2017
in Guides Users User is the default role on a campaign, which gives the registered user access to the event website. Admin access can be provided at the time a user is added to a campaign or updated at a later date. Visit Manage Org Admins to add additional org h...