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Last Updated: 03/10/2025
in Guides Org Hub
This guide details how to manage and cancel recurring payments within the GiveSmart Events Org Hub. Note: Available to Org Admins only. Navigate to the Org Hub > Transactions From here, you will see a list of upcoming recurring ...
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Last Updated: 01/24/2025
in Guides Users
This article outlines the steps for removing users with no activity in an Event Site. If a user is linked to any activity on the site (such as purchases, bids, donations, or payments/refunds), the option to remove them will be unavailable. Activit...
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How It Works The GiveSmart Events Salesforce Connector is an "on demand" API sync, which can sync any settled transactions to your Salesforce instance as Opportunities. Once the connector is installed and configured, you will be able to...
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Last Updated: 03/28/2025
in Guides Settings
The Site Settings allow you to: Brand your Event Site's Home page with your Org Logo. Set a custom display name to be featured on the home page, welcome text, and invoices. Establish a Keyword for text registrations and site URL customization....
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This article details how to set up your CardConnect Merchant Account (MID), which is required in order to process credit card transactions through GiveSmart. Note: Your organization may require more than one merchant account, since all Give...
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Last Updated: 03/27/2025
in Guest Experience Participate
This article details the various ways you can make a monetary donation through a GiveSmart Event Site. Donate Now From the Home page, locate the Donate Now section and make a one-time or monthly donation. Payment is processed at the time o...
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Last Updated: 03/26/2025
in Guides Payments and Fees
When choosing to accept credit card payments, a fee per transaction is charged to the organization. Fees passed and paid by the purchaser are found in the Transaction section of the Revenue Report . The collected funds help to offset the fee...
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Last Updated: 03/26/2025
in Guides Items for Purchase
Remove an item from a user's account before payment . By default, the platform opts the admin out of sending a text to the user that the item was deleted, but you can opt for a text to be sent by checking the Send Cancellation Message prior to ...
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Last Updated: 03/26/2025
in Guides Donations
Text to Donate If a donor texts 'give AMOUNT' to 76278 but does not have a phone number on their profile or has not registered for the campaign, what will happen? There are 2 scenarios that could occur: Scenario 1 If the donor is sending th...
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Last Updated: 03/26/2025
in Guides Tickets
Org and Campaign admins can return full ticket orders and choose how to handle the original payment. Returning an order removes all tickets, items, and donations. Unconfirmed invitees are removed from the Users tab and confirmed attendees show a...