Updated Articles

  1. Check-In a User

    Registration is typically your supporter's first experience, so make it as inviting, quick, and seamless as possible. As they arrive, confirm and capture the information needed, complete their registration and send them the Welcome Text linking them...
  2. Checkout a User

    Checkout a user's full or partial balance with various payment methods. User's with a valid email added to their account receive an email of their statement once their outstanding balance is paid in full. Watch a Video Checkout a user  Rev...
  3. Section and Page Templates

    Use these templates to create sections and pages highlighting the details of your campaign. Note:  Please exercise caution when using these templates. Assistance is limited in our ability to help resolve any issues as a result of your customizati...
  4. 2022 Fall Releases

    New Feature Export Donor CRM Report from GiveSmart Events A new Donor CRM report has been added which will allow you to easily export transactions and donors from the GiveSmart Events platform and import to GiveSmart Donor CRM.   In Person...
  5. Set your Terms and Conditions

    The General Data Protection Regulation (GDPR) took effect on May 25, 2018. Due to the GDPR, organizations must provide terms and conditions to inform users of their rights with respect to personal data protection. These terms and conditions will be ...
  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. Single Sign On and 9 Dot Application Switcher

    Single Sign-On, or SSO, provides Admin the ability to toggle between GiveSmart Fundraise & Events platforms using one set of credentials.  This update provides added security to your account and allows you to seamlessly flow between both products...
  8. Transactions Page Overview

    Note: Available to Org admins only. When accepting recurring donations within a campaign the initial donation is part of the campaign revenue. All subsequent donations are managed from the Transaction page.   From Transactions See a ...
  9. Create Ticket to Purchase

    Create tickets or sponsor packages to purchase from the Home page order form or a custom page with an order form . Assign seats from Seating Management with GiveSmart ticketing. Watch a video Create a ticket From the Tickets conta...
  10. 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 fees ...