Updated Articles

  1. Set Up a Merchant Account to Process Credit Cards (Section 4)

    *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...
  2. Multiple Fundraising Products CardConnect Batch 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 ...
  3. Place a Bid

    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   ...
  4. 2025 Q2

    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...
  5. Return an Order from a Users Account

    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              ...
  6. Issue a Refund to a User

    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...
  7. Templated Preset Text Messages

    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...
  8. 2025 Q1

    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...
  9. Download the GiveSmart Events Mobile App

    The GiveSmart Events Admin app is now available for download on the Apple App Store for iOS devices and is compatible with supported card readers . IMPORTANT: Only users with a Volunteer or Admin role need to download this application f...
  10. Event Equipment Rental & Purchase

    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 . ...