Popular Articles

  1. Users Settings Overview

    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...
  2. Assign a Table or Golf Group

    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 ...
  3. Purchase a Raffle for a Supporter

    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...
  4. Donor CRM: Automate Tracking Donors, Thank You Letters, and Retaining Them to Give Again

    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...
  5. Capture Recurring 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...
  6. Revenue Report

    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...
  7. Customer Learning Opportunities

    Looking for more ways to learn how to maximize your GiveSmart subscription? Look no further!    Our Marketing team has the answers and inspiration you are looking for.  Our GiveSmart team and partners have a wealth of fundraising knowledge that...
  8. Manage User Registration and Participation Requirements

    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...
  9. Custom Text

    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...
  10. Online/Virtual Fundraiser Checklist

    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,...