Updated Articles

  1. Smart Partners

    Need extra support? We have excellent partners ready to help.   Why work with Smart Partners?   Just like we’re experts in fundraising technology, they’re experts in the logistics of delivering friendly guest services staff and help operating ...
  2. Site 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....
  3. Set Up a Merchant Account to Process Credit Cards (Section 4)

    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...
  4. How to Make a Monetary Donation

    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...
  5. Pass Fees to Purchaser

    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...
  6. Remove an Item from a Supporter's Account

    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 ...
  7. Donations FAQs

    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...
  8. Return a Ticket Order

    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...
  9. User Payment Method Options

    Users can select various payment methods available on your event/campaign site. Users can self-checkout with a credit card added to their user profile. Admins can assist users with checkout and reflect payment methods of cash, check, other, or ple...
  10. Return an Order from a Users Account

    Tip: Returns issued at checkout are lost revenue for the organization and impact the funds raised. Have one person designated to handle authorizing any returns. IMPORTANT:  Typically, a refund will reflect on the purchaser's card statement...