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Your Intuitive, Simple CRM Community Brands, GiveSmart's parent company, acquired SimplyFundraisingCRM in March 2022, rounding out the GiveSmart fundraising and donor management platform. Built by fundraising experts with over 25 years of experi...
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Last Updated: 05/20/2022
in Guides Raffle Purchase a raffle to be added to a user's cart. Payment can be made either through self-checkout or by an admin from the Checkout page . How to purchase Go to View Campaign > Items . Locate and select the raffle item. Enter the first thre...
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Last Updated: 04/29/2022
in Guides Settings Capture the user's full name, mobile phone, email, and mailing address. In addition to these standard fields, include two additional fields to customize and include, which can be visible to the user via their “My Info” page. Additionally, choose wh...
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Last Updated: 07/22/2024
in Guides Donations
Allow donors to choose between a one-time or monthly donation through your campaign site. Recurring donors' credit cards are automatically charged, the same day each month. The initial donation is included in the campaign's revenue totals, while...
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Last Updated: 04/26/2022
in Guides Seating Management NOTE: Only available with GiveSmart Ticketing. Assign individuals or parties to created table or foursome groups. Select one of the custom questions and answers to display on the attendee's profile while making their group assignment. Assigned ...
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Last Updated: 04/28/2023
in Guides Communications Create, send, or save a custom text to direct or share fundraising details with users. Once a text is sent, the sender receives an additional text to the number on file confirming the text was sent successfully to the number of users. Texts can be s...
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Quick Reference Outline for Online/Virtual Events. This outline provides links to GiveSmart Help Center resources to help you plan and execute your fundraising event. If you need some extra help integrating GiveSmart into your event plan,...
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Last Updated: 03/06/2023
in Guides Settings Capture user email, and mailing addresses at registration and/or require a credit card to be on file to participate. These fields are visible to the user via the My Info and Pay pages. Set registration requirements Choose to require a user t...
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Last Updated: 04/26/2022
in Guides Reports Provides an overview of all credit card transactions, as a complete list of all credit card payments that are deposited into your bank account attached to the Merchant Account . Note: Credit card transactions are deposited automatically in a da...
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Last Updated: 04/26/2022
in Guides Reports Review all campaign revenue or revenue by sources of Silent, Live Donate, Instant, Vote , or Raffles sales. Review item question answers in the Details report. Track and review the best revenue sources. Watch a video Locate From the...