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Last Updated: 04/26/2022
in Guides Reports Track outstanding revenue to secure payments and collect 100% of the fundraising dollars. Watch a video Locate From the Admin Navigation, select Reports > Balances. Outstanding Balance Pending Users winning an open silent or liv...
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Last Updated: 04/26/2022
in Guides Reports Item reports are available to track and manage fundraising activity related to the offered items. Watch a video Locate From the Admin Navigation, select Reports > Overview. Inventory Track the sold and paid status for all items. ...
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Last Updated: 04/26/2022
in Guides Reports Provides an overview of all credit card transactions, as a complete list of all credit card payments that are deposited into your bank account attached to the Merchant Account . Note: Credit card transactions are deposited automatically in a da...
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Last Updated: 04/26/2022
in Guides Peer to Peer (P2P) Champions with no fundraising activity can be removed from the campaign, which deletes the personal fundraising page and no longer considers the users as a champion. Visit Delete a Monetary Donation to learn more about deleting fundraising activi...
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Last Updated: 04/25/2022
in Guides Payments and Fees Note: Excludes Ticket Purchases Add a tax or surcharge either due to a state-mandated tax or to pass a fee on to supporters. GiveSmart defaults to 'Will Not Tax'. Set Tax Go to the Admin view. Visit the Payments Container from your Dashboa...
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Last Updated: 04/25/2022
in Guides Pages Adjust the order in which all Home page sections appear. Watch a video Reorder sections Reorder all of the Home page sections to the order you would like them to appear. Sections set to hidden will appear and be marked as hidden but can ...
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Last Updated: 04/24/2022
in Guides Org Hub Note: Available to Org admins only. Review supporters who completed registration across all campaigns. See contact information secured and username assigned as well. Watch a video Locate Go to Org Hub > Users. ...
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Last Updated: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. We don't recommend using Inventory when entering fundraising items for a specific campaign. Inventory is reserved for items received but not yet intended to use for a specific campaign. Track and manage fundr...
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Last Updated: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. Create a custom report based on purchases for one or more campaigns within your Org Hub. Watch a video Locate Go to Org Hub > Reports . Select Custom Report . Create a report Save, schedul...
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Last Updated: 04/22/2022
in Guides Items for Purchase Watch a Video Access Item Filters From the Items Container within the Dashboard, click the More button ("···"). Select Manage Items. Filter Items Click the Filter By dropdown. Select the filters. The checkmark next to the filter...