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Created On: 04/25/2022
in Guides Payments and Fees Users are automatically emailed a statement to the email attached to the account once they have paid in full an outstanding balance, but can also be emailed or downloaded after payment as well. Download statements Individual user statements or a p...
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Created On: 04/25/2022
in Guides Payments and Fees
We understand the importance of having a sense of security and confidence when managing your users’ credit card information. Secure Pre-Event Require users to have a credit card to bid, purchase, or make a donation. Credit Card Requirement G...
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Created On: 04/25/2022
in Guides Payments and Fees
Organization, campaign, and volunteer admins can issue refunds for users who purchased an item or made a donation on the campaign post-payment. IMPORTANT: Refunds generally appear on the purchaser’s card statement within 5 to 7 business days...
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Created On: 04/24/2022
in Guides Pages
Allow supporters to donate or make a purchase directly from your own organization's website. To comply and maintain GiveSmart's level of security, specify and include the external site where the page or order form will be embedded. Before you st...
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Created On: 04/24/2022
in Guides Pages Create a page to include details about your organization, your fundraising mission, share campaign details , along with an order form to purchase tickets , instant and raffle items , or make a donation . Purchasers are required to secure ...
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Created On: 04/24/2022
in Guides Org Hub Please Note : GiveSmart Support does not assist with setting up or configuring your organization's Google Analytics account. See here for what type of information Google Analytics will capture by default or visit their support portal for more ...
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Created On: 04/22/2022
in Guides Org Hub
Note: This feature is available only to Org Admin users. 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 ...
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Created On: 04/22/2022
in Guides Org Hub This guide details how to manage and cancel recurring payments within the GiveSmart Events Org Hub. Note: Available to Org Admins only. Navigate to the Org Hub > Transactions From here, you will see a list of upcoming recurring tr...
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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 admin...
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Created On: 04/22/2022
in Guides Org Hub
Note: Available to Org admins only. *Fiserv (formerly CardConnect) 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...