Updated Articles

  1. Manage a User's Credit Card

    We understand the importance of having a sense of security and confidence when managing your users’ credit card information. Secure Pre-Event Require users to have a credit card to bid, purchase, or make a donation. Credit Card Requirement G...
  2. Copy an Existing Event Site (Campaign)

    This guide details how to copy existing Event Sites (Campaigns) with the option to carry over global settings, items, users, and tickets.  The ability to copy Event Sites/Campaigns is available for Org Admins (GiveSmart Events only) or Global Admi...
  3. 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 Ver...
  4. One-Time Passcode (Formerly known as Multi-factor Authentication)

    Last Updated: 12/1/25 One-Time Passcode (OTP) is a security measure helps verify your users' identity and safeguard their personal information.  When this security feature is enabled (per the request of the client) on all GiveSmart Events locat...
  5. Managing Recurring Transactions

    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 tr...
  6. Batch Reporting for Recurring Transactions

    Note: Available to Org admins only. Review merchant account funding details from batch reports containing completed recurring donations only. Locate Go to  Org Hub >  Reports. Select  Recurring Transactions. Review Click on any ...
  7. Event Equipment Rental & Purchase

    GiveSmart is accessible through a browser from any device.   Visit  www.givesmart.com  and click 'Platform Login' in the top right, or the campaign's website URL, and sign in, which allows you access to the campaign based on your  User Role . ...
  8. Venue IP Address

    Fundraising events such as galas and auctions rely heavily on reliable internet connectivity. By collecting and submitting your venue’s IP address ahead of time, we can ensure the connection is recognized and secure. This proactive step prevents d...
  9. Merchant Account FAQ

    General Q: Who is Fiserv? Fiserv is one of the world’s leading financial technology companies. They provide the secure payment network that processes credit card transactions, deposits, and reporting for millions of businesses and financial in...
  10. 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 ...