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Last Updated: 04/26/2022
in Training Feature Tutorials Watch a video Looking to maximize your fundraising opportunities using GiveSmart? Create marketplaces for merchandise, raffle sales, buy-in opportunities, and much more! We will answer your questions to make sure your fundraising is set for ...
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Last Updated: 04/22/2022
in Guides Integration The CRM upload requirements determine the series of steps to be taken. The path to successfully upload the reporting data will be determined by the CRM requirement surrounding the CRM ID, however, the first step will remain the same for any CRM. W...
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October 1 - December 31 GiveSmart Events Improvements Phone Number Validation: in all locations where a phone number is being entered, new parameters have been implemented to ensure the number being entered is valid. Ticket Order: Admin Cr...
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Last Updated: 04/27/2022
in Guides Org Hub Note: Available to Org Admins only. From the hub, access all GiveSmart campaigns created, complete your account setup, add additional org admins, access top-level reporting, and manage or renew your subscription. Note: Your organization nam...
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Last Updated: 04/29/2022
in Guides Settings User accounts allow you to capture the user's full name, mobile phone, email, and mailing address. In addition to these standard fields, you can choose to include bid numbers and/or customized fields. Assigned bidder numbers are visible to the user ...
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Last Updated: 04/21/2022
in Guides Host an Auction Edit created items individually or in bulk from the Item Management page. Org, Campaign, and Campaign Assistant admins have full access to manage Items within a campaign. Watch a Video Edit from Item Details Inline edit from the slide out ...
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Last Updated: 10/24/2022
in Guides Users Note: Invitees only appear on campaigns using GiveSmart Ticketing. Invitees are created when a ticket purchaser assigns a ticket in their order. Purchasers can include name, mobile number, email, and mailing address (optional). With a valid ph...
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Last Updated: 02/26/2024
in Guides Resources The keyword you choose when you set up a new GiveSmart event can have a vital impact on the overall success. This document will cover keyword best practices, common mistakes, and help you determine the extent to which your keyword selection will ...
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Last Updated: 04/20/2022
in Guides Campaigns (Events) From the Live Activity view, monitor the fundraising activity, see upcoming text messages from the queue and enter monetary donations. Activity Feed View fundraising activity either by source or all. Feed shows the 20 most recent fundraisin...
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Last Updated: 12/05/2022
in Product Updates Single Sign-On, or SSO, provides Admin the ability to toggle between GiveSmart Fundraise & Events platforms using one set of credentials. This update provides added security to your account and allows you to seamlessly flow between both products...