Popular Articles

  1. Manage Saved Credit Card Information

    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 choose between methods of payment. Note:  A campaign admin nee...
  2. Set Map, Contact Us and Share Links

    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 Campaig...
  3. Close Auction Items (Silent & Live)

    Close your auction items all at once, by categories assigned, or one at a time to stop activity. Once silent or live items are closed, reconcile them to assign the winning bidder and allow them to checkout.  When all Silent items are closed an...
  4. Resend the Welcome Message

    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 Sen...
  5. Update User Information

    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...
  6. Sending Messages to Ticketed and Non-Ticketed Users

    Note: The Ticketholder and Nonticketholder groups can only be used with GiveSmart ticketing on a campaign. Draft, schedule, and send emails or text messages to users who are ticketholders or non-ticketholders within your campaign site.  Non-...
  7. Checkout a User

    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...
  8. Check-In a User

    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 ...
  9. Batch Report

    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, adjustment and fees deducted, reversals, and the amount funded af...
  10. Add an Admin or Volunteer

    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...