Updated Articles

  1. Manage User Registration and Participation Requirements

    Capture user email, and mailing addresses at registration and/or require a credit card to be on file to participate. These fields are visible to the user via the My Info and Pay pages.  Set registration requirements Choose to require a user t...
  2. Settle Remaining Balances

    Process payment for all unpaid supporters with a remaining balance who are not marked as a Pledge, within a threshold range set by you, who have a credit card on file by running payments automatically. For supporters with multiple cards on file, ...
  3. 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 recor...
  4. Add an Item for Purchase to a Supporters Account Using Immediate Checkout

    Add Instant, raffle , and vote items to a supporter's account using Immediate Checkout. Note:  This applies to all instant, raffle or vote items with the Checkout Type set to: Immediate Checkout. When Checkout Type is set to: Add to Cart , ite...
  5. Purchase a Ticket for a Supporter

    Enter all ticket purchases outside of the Order Form, such as phoned or mailed in. Assign complimentary tickets or assist guests who prefer not to purchase electronically.  Once the order is entered, both the purchaser and any attendees are reflecte...
  6. Purchase a Ticket at Check In

    Ticket purchases can be made at check-in and either added to an existing Registered User account or create a new user and include a ticket purchased. Watch a Video Purchase a Ticket for A New Attendee Go to Admin view > Users > Check...
  7. Update Purchaser Order Details

    All completed ticket purchases appear in Ticket Orders to review, update, or return by an Org or Campaign Admin. Update Purchaser Contact Information Updates to a ticket purchaser's valid email, phone or address are made in their user account. ...
  8. Purchaser and Attendee Information

    Purchasers are required to provide their name, email address, phone, mailing address, and provide additional information requested from a User Custom Field (optional)  at the time of purchase. You can choose to capture and require information fr...
  9. Campaign Dashboard Overview

    The Dashboard provides a real-time overview of your campaign site with access to settings, tools, and reports. Watch a video Dashboard overview Your organization name and admin pages are above the Dashboard . The campaign name, date, an...
  10. 2025 Q3

    July 1 - September 30 GiveSmart Events Improvements: SMS Opt-Out Reminder on Donate Now Form Add Opt‑In Reminder on Accept Invitation Page Users now see confirmation that email or SMS will be sent after registration Improved Human Verif...