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Created On: 04/20/2022
in Guides Checkout
Tip: Returns issued at checkout are lost revenue for the organization and impact the funds raised. Have one person designated to handle authorizing any returns. IMPORTANT: Typically, a refund will reflect on the purchaser's card statement...
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Created On: 04/20/2022
in Guides Checkout
Process payment for all unpaid supporters with a remaining balance who are not marked as a Pledge, within a threshold range set by you, who have a credit card on file by running payments automatically. For supporters with multiple cards on file, ...
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Created On: 04/20/2022
in Guides Campaigns (Events) Before sharing your campaign Website URL with supporters, review the ten steps below to ensure the campaign set up for success. Tip: Only share the link found in the Dashboard > Site Container, never the personal link (the URL at the top of your ...
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Created On: 04/20/2022
in Guides Campaigns (Events) Host an online campaign for supporters to engage virtually from where ever they are in your mission and fundraising. Offer items to bid, as well as opportunities to support through merchandise sales, buy-in parties, a virtual wine pull, raffle, or ...
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Created On: 04/20/2022
in Guides Campaigns (Events)
Get users excited and active on the campaign as early as possible. Promote far and wide to get users registered, engaged in the items, making donations, and more! Tip: Start to promote the campaign 5-7 days prior to your fundraiser. We do ...
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Created On: 04/20/2022
in Guides Campaigns (Events) Note: Available for org admins (for GiveSmart Events only customers) or Global Admin (for GiveSmart Events + Fundraise customers) once the deposit is paid or the annual subscription is paid. Signing a GiveSmart contract provides you a twelve-mo...
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Created On: 04/20/2022
in Guides Campaigns (Events) This guide details how to copy existing Event Sites (Campaigns) with the option to carry over global settings, items, users, and tickets. The ability to copy Event Sites/Campaigns is available for Org Admins (GiveSmart Events only) or Global Admi...
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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 User Role . ...
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This article details how to set up your CardConnect Merchant Account (MID), which is required in order to process credit card transactions through GiveSmart. Note: Your organization may require more than one merchant account, since all Give...
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Need extra support? We have excellent partners ready to help. Why work with Smart Partners? Just like we’re experts in fundraising technology, they’re experts in the logistics of delivering friendly guest services staff and help operating ...