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Last Updated: 05/20/2022
in Guides Integration 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...
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Last Updated: 05/20/2022
in Guides Integration 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...
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Last Updated: 05/20/2022
in Guides Tickets 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...
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Last Updated: 05/20/2022
in Guides 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 ("··&midd...
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Last Updated: 05/20/2022
in Guides Integration 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 t...
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Last Updated: 05/20/2022
in Guides Integration 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 ...
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Last Updated: 05/20/2022
in Guides Org Hub 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...
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Last Updated: 05/20/2022
in Guides Pages 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. Be...
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Last Updated: 05/20/2022
in Guides Peer to Peer (P2P) Org and Campaign admins can create new , review, edit, and remove champions , as well as edit their personal fundraising pages. Review and edit champion user names, page titles, amount raised, set goal amount, and their personal fundraising ...
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Last Updated: 05/20/2022
in Guides Users Note: Applicable for company's entered in the Donated By section. Visit Creating an Item for more details. Editing a Company Donor User From the Users Container within the Dashboard, click the More button ("·&midd...