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Last Updated: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. Review all scheduled donations. Sort by date, donor name, origin (campaign initial donation was made), donation amount, and frequency. Download as a CSV report. Locate Go to Org Hub > Transactions. C...
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Last Updated: 04/22/2022
in Guides Org Hub Note: Available to Org admins only. Review all completed recurring donations. Sort by date, donor name, origin (campaign where initial donation is located), donation amount, and status. Download as a CSV report. Visit the Recurring Transaction...
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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...
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Last Updated: 04/22/2022
in Guides Integration Export and import data when integrating with Greater Giving. Export Users Provide GiveSmart with the export of all users 2 days prior to the event. The export that works with our platform is “A Supporter Export Filtered with Both Members.” Please...
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Last Updated: 04/22/2022
in Guides Integration The CRM upload requirements determine the series of steps to be taken. The path to successfully upload the reporting data will be determined by the CRM requirement surrounding the CRM ID, however, the first step will remain the same for any CRM. W...
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Last Updated: 04/22/2022
in Guides Host an Auction Can I see examples of both types of item sheets? Advanced Item Sheet Examples. Default header and footer. Custom header and footer. Basic Item Sheet Examples. Default header and footer. Custom header and footer. Why...
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Last Updated: 04/21/2022
in Guides Host an Auction Review some GiveSmart recommendations before creating your items. Item Ratio A 5-1 ratio of people to items aids in creating competition and driving up selling prices. Starting Bid GiveSmart recommends 50% of the FMV for silent items. For co...
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Last Updated: 04/21/2022
in Guides Host an Auction Download items details in a CSV report, which can assist in creating a printed program, pamphlet or booklet. Watch a Video Access Download Item Details Note: Images and YouTube videos are not included in the download. From the Items...