Updated Articles

  1. Multiple Fundraising Products CardConnect Batch and Fees

    This article is intended for organizations who own 2 or more GiveSmart Fundraising Products, including any combination of GiveSmart Events, Fundraise or Donor CRM.   NOTE : If you are a customer who uses GiveSmart Events Only, please refer to the...
  2. Multiple Fundraising Products CardConnect Batch and Fees

    This article is intended for organizations who own 2 or more GiveSmart Fundraising Products, including any combination of GiveSmart Events, Fundraise or Donor CRM.   NOTE : If you are a customer who uses GiveSmart Events Only, please refer to the...
  3. 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...
  4. 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...
  5. 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...
  6. 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...
  7. 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...
  8. 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 ...
  9. 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...
  10. 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...