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Last Updated: 04/27/2022
in Guides Checkout Tip: Returns issued at checkout are lost revenue for the organization and impact the funds raised. Have one person designated to handle authorizing any returns. Org, Campaign and Volunteer admins can return Items from a user's account at checko...
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Last Updated: 04/27/2022
in Guides Check In Can I add a credit card to a user's account? Yes. Visit Check in a User to review the steps. Can I update a user's name, mobile number, or custom fields? Yes. Visit Update User Details at Check-in for more information. How do I get custom ...
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Last Updated: 04/27/2022
in Guides Campaigns (Events) Shareable links direct users to areas of your campaign site to engage in the offerings without the association of a specific user. When promoting your campaign site on social media, in communications, or when promoting to a friend, use the shareable...
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Last Updated: 04/27/2022
in Guides Campaigns (Events) Note: Available for Org Admins once the deposit is marked paid. Expand fundraising by creating additional campaigns. Provide basic details about the fundraising opportunity, types of fundraising offered, and if staff members are needed. Campaig...
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Last Updated: 04/27/2022
in Guides Campaigns (Events) The Dashboard provides a real-time overview of your campaign site with access to settings, tools, and reports. Watch a video Dashboard overview Your organization name and admin pages are above the Dashboard . The campaign name, date, and ...
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Last Updated: 04/27/2022
in Guides Campaigns (Events) Note: Available for Org Admins only. Follow the steps to access all created campaigns. Access past campaign through the Org Hub All created campaigns are listed in the Campaign tab. Steps to Access Go to e.givesmart.com. Sign in. A list...
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Donation Only campaigns are quick and easy to create. All information is contained on one page, where supporters can donate without creating an account by using our Donate Now section. These campaigns are great for Giving Tuesday, Annual Funds and g...
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Quick Reference Outline for all event types (In-Person, Hybrid or Virtual). This outline provides links to GiveSmart Help Center resources to help you plan and execute your event. If you need some extra help integrating GiveSmart into you...
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GiveSmart is accessible through a browser from any device. Visiting www.givesmart.com and click 'Platform Login' in the top right, or the campaign's website URL, and sign in which allows you access to the campaign based on your User Role . ...
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Credit Card Visit www.givesmart.com/payments , follow prompts, entering ALL required information. You will receive an e-mail receipt to the e-mail address entered on the first page. Check Mail a check to GiveSmart’s headquarters: GiveSm...