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Expert service with a personal touch. Flexible options to fit your team. Encouragement every step of the way. GiveSmart partners have the flexibility to add on services to support your individual needs. There are three service offerings av...
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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 throughou...
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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: 05/05/2020
in Guides Resources
Enhance your fundraising event with the support of a Remote Technician. A dedicated technician will be on hand to provide solutions and guidance during your program, ensuring a seamless and enjoyable experience for your supporters. Tasks inclu...
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Created On: 11/20/2019
in Guides Payments and Fees
This article details how to locate the information currently associated with your GiveSmart Events Merchant Account, and the steps to take on how to update key information such as the linked Bank Account for deposits, Legal Name/Tax ID, Financi...
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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 Visit the Pay...
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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 User Role ....
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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 and Body .
On...
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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 them...