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Last Updated: 04/30/2022
in Guides Users 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 made p...
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Last Updated: 05/02/2024
in Guides Payments and Fees
Org, campaign, and volunteer admins can issue refunds to users who purchased an item on the campaign that was returned post payment. Visit Return an Order for a Users Account for the steps to return the item before issuing the refund. No...
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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 steps and pr...
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Last Updated: 09/03/2024
in Guides Communications
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...
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Last Updated: 03/17/2023
in Training Enablement Series Recorded: 2023 Hear from our experts as they provide you with best practices to help maximize your in-person event. Pre-event tips Check In Silent Auction Raffles Instant Items Live Auction Donation Appeal Closing the Auction Che...
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Our innovative GiveSmart platform is packed with features that allow you to fully manage your fundraising campaigns. We make giving simple, seamless, enjoyable, and even liberating! Let's Get Started 1. Attend Enablement Webinars Welcome W...
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Last Updated: 04/26/2022
in Training Feature Tutorials Watch a Video Review Setting Venue Capacity Creating Ticket Types Creating custom questions and answers for your Purchasers and Attendees Reviewing Purchaser Orders How to reach out to purchasers to assign attendees post pu...
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Last Updated: 03/23/2023
in Guides Host an Auction Auction Items are things such as products, tickets, vacation destinations, and gift certificates. Items can be available for online bidding or auctioned off by an auctioneer or emcee. An item can be offered individually or combined into a package ...
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Last Updated: 02/11/2022
in Training Enablement Series Watch a Video
Walkthrough
One Week Pre-Event Checklist
Review and finalize Tickets and Seating Management.
Complete auction items and item display sheet.
Complete the guest list and assign bid numbers (if applicable).
Confirm...
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Last Updated: 06/06/2022
in Guides Checkout Can I enter a check or cash payment for a user's purchase? Yes. Visit Checkout a User for more information. Cash and check payments will not be included in the Batch Report summary, as we do not deposit these funds on your behalf. Can I recor...