Popular Articles

  1. 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:  Typically, a refund will reflect on the purchaser's card statement within 5 - 7 banki...
  2. 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 made p...
  3. 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...
  4. 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 steps and pr...
  5. Add a Donation to a Users Account

    Monetary donations can be added to a user's cart by org, campaign, or volunteer admins. Once added, payment can be secured either through self-checkout or by an admin from the Checkout page .  Donations entered are included in the donation reve...
  6. How to Bid

    A single bid can be placed as a one time bid for any amount. An auto bid can be placed and set at the maximum amount you are willing to spend. With auto bid, our system will place your bid at the minimum amount needed to lead. When you are outbid, o...
  7. Create an Auction Item

    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 ...
  8. Checkout FAQs

    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 rec...
  9. Check In FAQs

    Can I add a credit card to a user's account? Yes. Visit Check in a User to review the steps. Can I update a user's name, mobile number, or custom fields? Yes. Visit Update User Details at Check-in for more information. How do I get custom ...
  10. Auction Items

    Give supporters an opportunity to bid on items directly through your campaign site or set up items to be auctioned via an auctioneer or emcee. Silent Item Users bid the minimum amount or higher. The minimum amount is determined by the current bid ...