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Last Updated: 07/25/2025
in Guides Reports
*Fiserv (formerly CardConnect) When multiple campaigns generate revenue simultaneously, the batching information sent from Fiserv does not break apart the revenue across the organization's campaigns. It reflects the revenue as a 'lump sum' on the...
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Last Updated: 07/24/2025
in Guides Org Hub
Note: This feature is available only to Org Admin users. Review org-level reporting for top donors based on the total amount contributed across all campaigns, merchant account funding details from batch reports containing recurring donations ...
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*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...
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Last Updated: 07/24/2025
in Guides Payments and Fees
*Fiserv (formerly CardConnect) This article is intended for organizations that own two or more GiveSmart Modules, including any combination of GiveSmart Events, Fundraise, or Donor CRM. NOTE : If you are a customer who uses GiveSmart Events ...
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Last Updated: 07/17/2025
in Guides Host an Auction
A single bid can be placed as a one time bid for any amount or auto bids can be placed and set at the maximum amount a user is willing to spend. Bids can be added to a user's account by org, campaign, or volunteer admins. Watch a video ...
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Last Updated: 06/30/2025
in Product Updates
April 1 - June 30 GiveSmart Events New Feature:
Implemented the Momentive Card Tracking Service (CTS), reducing the risk of credit card testing through the platform. After three failed attempts, the card is placed in a "soft-blocked...
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Last Updated: 06/12/2025
in Guides Checkout
Organization Campaign and Volunteer Admins can return items from a user's checkout (cart) either prior to or after payment is received. Note: To return a Ticket purchase, visit Return a Ticket Order . Watch a Video ...
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Last Updated: 06/12/2025
in Guides Payments and Fees
Organization, campaign, and volunteer admins can issue refunds for users who purchased an item or made a donation on the campaign post-payment. IMPORTANT: Refunds generally appear on the purchaser’s card statement within 5 to 7 business days...
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Last Updated: 06/05/2025
in Guides Communications Within each campaign there are templated text messages to preselected groups of users, containing key information or instructions, which are helpful to send before, during, and after events. Send a templated text From the Admin Navigation , cl...
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Last Updated: 05/27/2025
in Product Updates
January 1 - March 31 GiveSmart Events New Feature: GiveSmart Events Salesforce Connector is a lightweight solution that you can run after your Event is closed and reconciled. When a sync is requested, the connector will: Create new O...