Updated Articles

  1. Manage Saved Credit Card Information

    Add card information that is saved to your GiveSmart account to expedite future fundraising contributions and check-in/check-out processes. Save multiple cards, allowing you to choose between methods of payment. Note:  A campaign admin needs to...
  2. Manage a User's Credit Card

    We understand the importance of having a sense of security and confidence when it comes to managing your user’s credit card information. Secure Pre-Event Require users to have a credit card to bid, purchase, or donate. Credit Card Requirement ...
  3. Import Donors from Millennium

    Once the donor list is exported from Millennium, make a few adjustments to ensure that the donor list uploads successfully. Note: Reach out to our Support with additional questions. Example of Exported Donor List By moving and re-naming a...
  4. Import Donors from FR50

    Importing donors from the FR50 Software to a campaign is quick and easy. Export donor list from FR50 and make a few minor adjustments to the report to ensure that the donor list is uploaded successfully. Note: Reach out to Support with additiona...
  5. Filter Ticket Orders

    Ticket Orders Filters Filter your orders by Ticket Type and Ticket Assignment. Click View Admin > Tickets > Ticket Orders. Locate the Filter By dropdown and Select. A panel with the filters will form. Filter the information by selecting the p...
  6. Filter Campaign Users

    Review and manage your campaign users either through filtering by various status options or searching for an individual user. Accessing Filters From the Users Container within the Dashboard, click the More button ("···"). Select Manage Users. S...
  7. Export Purchaser Detail Report for Millennium

    The campaign Purchaser Details report allows an admin to import the information back into Millennium. Export Millennium Report From the  Admin Navigation , select  Reports >  Overview . Scroll down to the Export Section on the left (it will b...
  8. Export Purchaser Detail Report for FR50

    The Purchaser Details report allows an admin to import the information back into FR50. Export FR50 reports From the  Admin Navigation , select  Reports >  Overview . Scroll down to Export Section on the left (it will be near the bottom of the ...
  9. Export Batch Reports across all Campaigns

    Note: Available to Org admins only. Running multiple fundraising campaigns simultaneously or looking to see the details for all batch dates for all campaigns run? Review the details of a batch date to identify which campaign generated the reve...
  10. 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 star...