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Last Updated: 07/31/2023
in Guides Payments and Fees Note: Excludes Click to Donate, Votes, and Ticket Purchases. Charity Rules is a tax based on the lesser of Fair Market Value (FMV) or selling price, excluding donations. "Will not Tax" is the default. Set Tax Go to Admin view Vis...
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Last Updated: 07/31/2023
in Guides Reports Where and when can I see campaign reporting details? View reporting details both from the payment and revenue containers in the dashboard and the 'Reports' tab. How do I export report details? Select to Copy, CSV, Excel, PDF, or Print an...
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Last Updated: 07/07/2023
in Guides Org Hub Note: Available to Org admins only. Analyze user engagement, such as the number of users who visit the site, number of page views, source clicks, device views, and more by including your Google Tag ID from your Google Analytics 4 properties. ...
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Last Updated: 06/15/2023
in Guides Campaigns (Events) Note: Available for org admins (for GiveSmart Events only customers) or Global Admin (for GiveSmart Events + Fundraise customers) once the deposit is paid or the annual subscription is paid. Signing a GiveSmart contract provides you a twelve-mo...
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Interoperability Improvements These improvements are applicable for customers who own 2 or more GiveSmart modules. To see improvements for GiveSmart Fundraise & Donor CRM, click here . Restrict Non-SSO Admin from Creating a New...
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Improvements Optional Transaction Fees When transaction fees are set to Optional for Purchasers , the checkbox for opting to pay the fees will default to checked. National Org Reporting Additional columns have been added to the exi...
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Last Updated: 05/11/2023
in Guides Check In Allow guests the option to check-in to the event or campaign themselves. By sending a simple text message, guests can check themselves into the event allowing admin to track attendance and maintain a contactless environment. This feature...
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Last Updated: 04/28/2023
in Guides Settings Manage and customize campaign receipts, statements, tax letters, and item donation letters. Create a personal registration text, which is sent once a user completes registration, is added as a new user, or is checked-in. Include a note on your state...
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Last Updated: 04/28/2023
in Guides Communications Create, send, or save a custom text to direct or share fundraising details with users. Once a text is sent, the sender receives an additional text to the number on file confirming the text was sent successfully to the number of users. Texts can be s...
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Last Updated: 04/28/2023
in Guides Communications Include links in your email or text messages sent through the GiveSmart platform to guide supporters to specific areas of your campaign site. These personal bidding links, or bitly links, provide supporters with direct access to the campaign w...