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New Feature Export Donor CRM Report from GiveSmart Events A new Donor CRM report has been added which will allow you to easily export transactions and donors from the GiveSmart Events platform and import to GiveSmart Donor CRM. In P...
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The General Data Protection Regulation (GDPR) took effect on May 25, 2018. Due to the GDPR, organizations must provide terms and conditions to inform users of their rights with respect to personal data protection. These terms and conditions will be ...
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Last Updated: 12/14/2022
in Guest Experience Participate A single bid can be placed as a one time bid for any amount. An auto bid can be placed and set at the maximum amount you are willing to spend. With auto bid, our system will place your bid at the minimum amount needed to lead. When you are outbid, o...
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Last Updated: 12/05/2022
in Product Updates Single Sign-On, or SSO, provides Admin the ability to toggle between GiveSmart Fundraise & Events platforms using one set of credentials. This update provides added security to your account and allows you to seamlessly flow between both...
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Last Updated: 11/18/2022
in Guides Org Hub Note: Available to Org admins only. When accepting recurring donations within a campaign the initial donation is part of the campaign revenue. All subsequent donations are managed from the Transaction page. From Transactions S...
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Last Updated: 11/18/2022
in Guides Tickets Create tickets or sponsor packages to purchase from the Home page order form or a custom page with an order form . Assign seats from Seating Management with GiveSmart ticketing. Watch a video Create a ticket From the Tickets conta...
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Last Updated: 11/18/2022
in Guides Payments and Fees When choosing to accept credit card payments, a fee per transaction is charged to the organization. Fees passed and paid by the purchaser are found in the Transaction section of the Revenue Report . The collected funds help to offset the fees ...
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Last Updated: 11/18/2022
in Guides Settings User accounts allow you to capture the user's full name, mobile phone, email, and mailing address. In addition to these standard fields, you can choose to include bid numbers and/or customized fields. Custom fields may be visible to the user vi...
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Last Updated: 11/16/2022
in Guides Reports Various reports are available to export details of purchasers, Item, and payment activity on their account. See who has paid and who remains unpaid. Access Export Reports From the Admin Navigation , select Reports > Overview . Scrol...
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Last Updated: 11/16/2022
in Guides Reports Copy your reporting data from GiveSmart Events to GiveSmart Donor CRM with a few simple clicks. Settle Remaining Balances The first step is to ensure there are no outstanding balances for your event. View the Outstanding Balances report by...