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Last Updated: 12/15/2025
in Guides Payments and Fees
We understand the importance of having a sense of security and confidence when managing your users’ credit card information. Secure Pre-Event Require users to have a credit card to bid, purchase, or make a donation. Credit Card Requirement G...
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Last Updated: 12/15/2025
in Guides Campaigns (Events) 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 Admi...
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Last Updated: 12/09/2025
in Product Updates October 1 - December 31 GiveSmart Events New Features: OTA via SMS OTP via SMS adds an important layer of security for donors which authenticates the new card transactions through One passcodes and enhances security measures for the ...
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Last Updated: 12/09/2025
in Product Updates
July 1 - September 30 GiveSmart Events Improvements:
SMS Opt-Out Reminder on Donate Now Form Add Opt‑In Reminder on Accept Invitation Page Users now see confirmation that email or SMS will be sent after registration Improved Human Ver...
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Last Updated: 12/09/2025
in Guest Experience Account
Last Updated: 12/1/25 One-Time Passcode (OTP) is a security measure helps verify your users' identity and safeguard their personal information. When this security feature is enabled (per the request of the client) on all GiveSmart Events locat...
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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 e...
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Last Updated: 12/05/2025
in Guides Org Hub This guide details how to manage and cancel recurring payments within the GiveSmart Events Org Hub. Note: Available to Org Admins only. Navigate to the Org Hub > Transactions From here, you will see a list of upcoming recurring tr...
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Last Updated: 12/05/2025
in Guides Org Hub
Note: Available to Org admins only. Review merchant account funding details from batch reports containing completed recurring donations only. Locate Go to Org Hub > Reports. Select Recurring Transactions. Review Click on any ...
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Last Updated: 11/24/2025
in Guides Equipment
GiveSmart is accessible through a browser from any device. Visit 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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Last Updated: 11/22/2025
in Guides Equipment
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...