Popular Articles

  1. Maximize Fundraising Using the Items Page and Order Forms

    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 ...
  2. Export Reporting for CRM Upload

    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...
  3. 2023 Q4

    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...
  4. Organization Hub Overview

    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...
  5. Include Bidder Numbers on User Accounts

    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 ...
  6. Edit Items

    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 ...
  7. Invitee User Account

    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...
  8. Keyword Strategies

    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 ...
  9. Live Activity

    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...
  10. Single Sign On and 9 Dot Application Switcher

    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...