Popular Articles

  1. 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...
  2. Purchase a Ticket for a Supporter

    Enter all ticket purchases outside of the Order Form, such as phoned or mailed in. Assign complimentary tickets or assist guests who prefer not to purchase electronically.  Once the order is entered, both the purchaser and any attendees are reflecte...
  3. Copy an Existing Event Site (Campaign)

    This guide details how to copy existing Event Sites (Campaigns) with the option to carry over global settings, items, users, and tickets.  The ability to copy Event Sites/Campaigns is available for Org Admins (GiveSmart Events only) or Global Ad...
  4. Registration

    Gain access to bid, buy and donate to organizations you wish to support. Once registration is complete, receive email and text updates about the event, staying connected to the fundraising. Visit Registration Email to see an example. Watch a vide...
  5. Assigning Bidder Numbers

    Assigning Bidder Numbers This article details how to manually assign or auto-assign bidder numbers to registered users. General Considerations: We recommend using numbers between 100-999. GiveSmart does not supply physical paddles or bidder n...
  6. Self Check-In

    Allow guests the option to check-in to the event themselves. By sending a simple text message, guests can check themselves in to the event, allowing admins to track attendance and maintain a contactless environment. This feature can be used for al...
  7. Set Up a Merchant Account to Process Credit Cards (Section 4)

    *Fiserv (formerly CardConnect) This article details how to set up your Fiserv  Merchant Account (MID), which is required in order to process credit card transactions through GiveSmart.  Note:  Your organization may require more than one mer...
  8. Sample Communication Timeline

    Communication plays an integral role in the success of your event.  Everything from early promotions to the close has an effect on your supporter's experience.  So it's important to ensure that the communication strategy that is used, is providing i...
  9. Auto Generated Emails

    Certain actions a user or admin performs will automatically send email messages. Some information is customizable in the campaign settings, however, the overall content of the message is not.   Action Sample Communication Ticket, insta...
  10. Issue a Refund to a User

    Organization, campaign, and volunteer admins can issue refunds for users who purchased an item or made a donation on the campaign post-payment.   IMPORTANT:  Refunds generally appear on the purchaser’s card statement within 5 to 7 business days...