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. 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...
  3. 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 reflect a...
  4. Swiper Troubleshooting

    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...
  5. Self Check-In

    Allow guests the option to check-in to the event or campaign themselves.  By sending a simple text message, guests can check themselves into the event allowing admin to track attendance and maintain a contactless environment.  This feature...
  6. Assign Bidder Numbers to Users

    GiveSmart allows for both manual or auto-assign bidder numbers. GiveSmart does not supply physical paddles or bidder numbers. We recommend using numbers between 100-999. Tip: Multiple guests (couples) can share a bidder number. Auto-assign bid...
  7. Volunteer Reference Guide

    We've gathered the essential tasks volunteers handle making it easy to reference on event day. We recommend printing copies to provide to your volunteer staff.   Volunteer Reference Guide.pdf Reviews Check-in a guest Register a...
  8. Copy an Existing Campaign (Event)

    Note: Available for org admins (for GiveSmart Events only customers) or Global Admin (for GiveSmart Events + Fundraise customers) once the deposit is paid or the annual subscription is paid. Copy existing campaigns with several settings, items,...
  9. Import Users from a Guest List

    Users can be imported to a campaign through a user template available within your campaign or found here in this article. A user template upload should be done approximately 24-48 hours prior to the event. Edits to user accounts can always be m...
  10. Multiple Fundraising Products Welcome Guide

    Welcome to GiveSmart!  This welcome guide is intended for organizations who own 2 or more GiveSmart Fundraising Products, including any combination of GiveSmart Events, Fundraise or Donor CRM.  This guide will walk you through the next st...