Updated Articles

  1. Place a Bid

    A single bid can be placed as a one time bid for any amount or auto bids can be placed and set at the maximum amount a user is willing to spend.   Bids can be added to a user's account by org, campaign, or volunteer admins. Watch a video   ...
  2. 2025 Q2

    April 1 - June 30 GiveSmart Events New Feature: Implemented the Momentive Card Tracking Service (CTS),   reducing the risk of credit card testing through the platform.  After three failed attempts, the card is placed in a "soft-blocked...
  3. GiveSmart Events Salesforce Connector New

    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...
  4. How to Use the Clover Go Reader

    What is the Clover Go? Clover Go is a modern, reliable card capture device to improve onsite payment capture with device connectivity via Bluetooth . The Clover Go card capture device ensures fast and reliable card reading and pri...
  5. Clover Go Troubleshooting

    Below are some common troubleshooting tips if you are experiencing an issue with your Clover Go Card Reader . Looking for how to set up the Clover Go instead?  Click Here . IMPORTANT : Only Card Readers purchased through our card processing ...
  6. Return an Order from a Users Account

    Organization Campaign and Volunteer Admins can return items from a user's checkout (cart) either prior to or after payment is received. Note: To return a Ticket purchase, visit Return a Ticket Order .  Watch a Video              ...
  7. Issue a Refund to a User

    Organization, campaign, and volunteer admins can issue refunds for users who purchased an item or made a donation on the campaign post-payment.   IMPORTANT:  Refunds generally appear on the purchaser’s card statement within 5 to 7 business days...
  8. Copy an Existing Event Site (Campaign)

    This guide details how to copy existing Event Sites (Campaigns) with the option to carry over global settings, items, users, and tickets.  The ability to copy Event Sites/Campaigns is available for Org Admins (GiveSmart Events only) or Global Ad...
  9. Templated Preset Text Messages

    Within each campaign there are templated text messages to preselected groups of users, containing key information or instructions, which are helpful to send before, during, and after events.  Send a templated text From the Admin Navigation , cl...
  10. 2025 Q1

    January 1 - March 31 GiveSmart Events New Feature: GiveSmart Events Salesforce Connector is a lightweight solution that you can run after your Event is closed and reconciled. When a sync is requested, the  connector will: Create new O...