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Last Updated: 07/25/2025
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 paym...
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Last Updated: 05/22/2022
in Guides Pages Provide campaign visitors' contact information on who to reach out to with questions, shareable links, and a google map to your event venue. Set campaign details From the Admin Navigation , select Pages > Home Page. Click Campaign Details. ...
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Quick Reference Outline for Onsite Events This outline provides links to GiveSmart Help Center resources to help you plan and execute your in-person fundraising event. If you need some extra help integrating GiveSmart into your event pl...
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Last Updated: 03/06/2023
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 user Rev...
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Last Updated: 03/06/2023
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...
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Last Updated: 04/27/2022
in Guides Communications Watch a Video Resend Welcome Text Go to View Admin > Users > Details . Search for the user. Select the user by clicking on the row. In the User Detail section on the right, click the Actions dropdown. Choose to Send Reg Messa...
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Last Updated: 04/20/2022
in Guides Check In After a guest has been checked in, updates to their name, phone number, email address, assigned bidder number or custom field information can be made to a user account both from the Check-In screen as well as User Details. Tip: If Bidder Number o...
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Last Updated: 07/25/2025
in Guides Reports
*Fiserv (formerly CardConnect) Overview of all credit card transactions grouped as a batch and deposited in your bank account attached to the Merchant Account . View the date payments are deposited, gross raised, adjustments and fees deducted, r...
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Last Updated: 08/13/2025
in Guides Equipment
Please reference some of these common troubleshooting tips if you are experiencing an issue with your Magtek iDynamo 5 swiper. Remember - only swipers purchased through our card processing partner are compatible with our sites. Please visit o...
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Last Updated: 03/13/2023
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...