Updated Articles

  1. One-Time Passcode (Formerly known as Multi-factor Authentication)

    One-Time Passcode (OTP) is a security measure helps verify your users' identity and safeguard their personal information. There are no steps or settings to configure for admin.   One-Time Passcode Trigger Locations Users will be prompted with...
  2. 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, Legal...
  3. Merchant Account FAQ

    General Q: Who is Fiserv? Fiserv is one of the world’s leading financial technology companies. They provide the secure payment network that processes credit card transactions, deposits, and reporting for millions of businesses and financial ...
  4. Set Up a Merchant Account to Process Credit Cards (Section 4)

    *Fiserv (formerly CardConnect) This article details how to set up your Fiserv  Merchant Account (MID), which is required in order to process credit card transactions through GiveSmart. Note:  Your organization may require more than one mer...
  5. GiveSmart Fundraise

    To learn more about GiveSmart Fundraise Contact Us Here . ...
  6. Contacting GiveSmart Events Support

    The  GiveSmart Support  team is available to assist with platform-related questions and technical issues. Our team can help with: Troubleshooting problems you may encounter while using GiveSmart Providing clarification for aspects of the softw...
  7. Contacting GiveSmart Fundraise Support

    The GiveSmart Support team is available to assist with platform-related questions and technical issues. Our team can help with: Troubleshooting problems you may encounter while using GiveSmart Providing clarification for aspects of the softwa...
  8. 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...
  9. 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...
  10. 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...