Updated Articles

  1. MomentiveIQ Dashboard

    Overview MomentiveIQ Analytics is a reporting dashboard that provides clients with near real-time visibility into their fundraising performance across the GiveSmart platform. It consolidates key metrics from the GiveSmart Events and Fundraise...
  2. Multi-Factor Authentication (MFA) Requirement for GiveSmart Admin Access

    Overview To strengthen account security and provide a more consistent login experience across products,  Momentive Identity now requires Multi-Factor Authentication (MFA)  for all clients using: Email One-Time Passcode (OTP) This upda...
  3. 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 operatin...
  4. GiveSmart Events Salesforce Connector

    How It Works The GiveSmart Events Salesforce Connector is an "on demand" API sync, which can sync any settled transactions to your Salesforce instance as Opportunities.    Once the connector is installed and configured, you will be able to e...
  5. 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...
  6. Organization as Donor / Purchaser: GiveSmart Fundraise Beta

    Organization as Donor / Purchaser  GiveSmart Fundraise 1.   What is Organization as Donor / Purchaser? Organization as Donor / Purchaser is a new BETA feature available to GiveSmart Fundraise clients . It allows donors and purchasers to...
  7. Embed an Order Form on your Website

    Allow supporters to donate or make a purchase directly from your own organization's website. To comply and maintain GiveSmart's level of security, specify and include the external site where the page or order form will be embedded. Before you st...
  8. Meet the GiveSmart Team

    Meet your GiveSmart Team, we are built with your needs in mind. Stronger Together: The GiveSmart Teams Set You Up for Success in Every Scenario Client Success Manager  Your Client Success Manager (CSM) is your main point of contact throughout ...
  9. Password Reset Required for Global Admins

    Overview As part of an upcoming security enhancement, all GiveSmart Global Admins will be required to reset their password beginning the week of March 23 . This update helps ensure a more secure and unified login experience across GiveSmart pro...
  10. Changing your Merchant Account Information

    *Fiserv (formerly CardConnect) This article details how to locate the information currently associated with your GiveSmart Events Merchant Account, and the steps to take to update key information such as the linked Bank Account for deposits, Leg...