Events Help Center
Table of Contents
Table of Contents
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Glossary
Get Started
Welcome to GiveSmart
Welcome Guide
Meet the GiveSmart Team
Additional GiveSmart Services
Multiple Fundraising Products Welcome Guide
Quick Start Guide
Smart Partners
Complete Account Setup
Pay your Deposit
Set your Terms and Conditions
Set-Up Merchant Account to Process Credit Cards
Merchant Account FAQ
Next Steps & Checklists
Getting Started Introduction
Best Practices: Pre Event Tips
Pre Fundraising Guide
Donation Campaign Checklist
Onsite Event Checklist
Online/Virtual Fundraiser Checklist
Event Equipment Rental
Guides
Campaigns (Events)
Access Prior Campaigns
Campaign Dashboard Overview
Campaign Form Overview
Copy an Existing Campaign (Event)
Create Additional Campaigns (Events)
Live Activity
Pivot to an Online/Virtual Fundraiser
Promote & Share Campaign
Run an Online/Virtual Fundraiser
Safely Share your Site Links
Ten Steps Prior to Sharing your Site
Check In
Check-In a User
Check In with Ticketing
Purchase a Ticket at Check In
Self Check-In
Tips for a Flawless Check In - Best Practices
Update User Information
Check In FAQs
Checkout
Checkout a User
Best Practices: Checkout
Checkout Multiple Users Together
Settle Remaining Balances
Return an Order from a Users Account
Filter Unpaid Users within Checkout
Checkout FAQs
Communications
Sending Email Messages
Sending Text Messages
Sample Communication Timeline
Admin Email Notification Settings
Auto Generated Emails
Auto Generated Texts
Campaign Links in Messages
Custom Emails
Custom Text
Manage Chat on your Presentation Page
Opt Back in to Messages
Preset Message Recipient Groups
Resend the Welcome Message
Send a Text to Unpaid Users Post Fundraiser
Sending Messages to Ticketed and Non-Ticketed Users
Templated Preset Text Messages
View Sent Emails
Text Message FAQs
Design
Create Ads and Announcements
Customize the Campaigns Style and Color
Include an Animation on Leading Bids
What is a Mobile Sponsor?
Displays
Displays Overview
Bids Display
Create a Champion Ranking by Donation Revenue Display
Left/Right Sidebar Revenue Display
Two Column Revenue Display
One Column Revenue Display
Set the Progress Image to $0 for Event Night Displays
Slideshow Display
Table Leader Revenue Display
Targeted Revenue Display Ideas
Total Revenue Display
Display FAQs
Donations
Create Donate Items for Targeted Need
Add a Donation to a Users Account
Capture Recurring Donations
Donation Appeal Methods
Donation Appeal Best Practices
Fixed vs. Donation Level Items
Receive Item Donations
Receive Monetary Donations
Return a Monetary Donation
Donations FAQs
Equipment
Download the GiveSmart App from the Apple App Store
Event Day Equipment Guide
Event Equipment Rental (iPads & Swipers)
Swiper Troubleshooting
GiveSmart: Additional Options
Donor CRM: Automate Tracking Donors, Thank You Letters, and Retaining Them to Give Again
GiveSmart Fundraise
GiveSmart Fundraise Technical Support Resources (formerly MobileCause)
Host an Auction
Age Restriction
Assign a Winner to a Live Item
Auction Items
Best Practices: Close Auction Items
Best Practices: Live Auction
Best Practices: Silent Auction
Bulk Enter Silent Auction Winners
Close Auction Items (Silent & Live)
Create an Auction Item
Delete a Bid or Auto Bid
Delete Items
Download Item Details
Duplicate an Item
Edit Items
GiveSmart Item Shop
Item Categories
Item Creation Recommendations
Item Page Visibility
Item Sheets
Package 2 or More Auction Items
Place a Bid
Upload Items Spreadsheet
Items FAQs
Item Sheet FAQs
Integration
Donor CRM File Import
Export Reporting for CRM Upload
Import Donors from FR50
Export Purchaser Detail Report for FR50
Greater Giving
Import Donors from Millennium
Export Purchaser Detail Report for Millennium
Items for Purchase
Items Available for Purchase
Best Practices: Instant Items
Create Items for Purchase
Add a YouTube Video
Add an Item for Purchase to a Supporters Account Using Immediate Checkout
Add an Item for Purchase to a Supporters Cart
Add Item Images
Items Page Filters
Remove an Item from a Supporter's Account
Sell Instant and Raffle Items through an Order Form
Items FAQs
Org Hub
Organization Hub Overview
Allow Recurring Donations on a Campaign
Batch Details across all Campaigns
Batch Reporting for Recurring Transactions
Batch Reports Across all Campaigns
Campaigns Page Overview
Create a Custom Purchase Report
Export Batch Reports across all Campaigns
Inventory for Received Items
Manage your GiveSmart Account
Managing Completed Recurring Transactions
Managing Org Admins
Managing Scheduled Recurring Transactions
Org Hub: Reports Page Overview
Review Top Donors across all Campaigns
Transactions Page Overview
Using Google Analytics Tracking
View All Campaign Users
Pages
Add a Link, Button or Hyperlink an Image in a Section or Page
Add Sections to your Home Page
Create a Presentation Page
Create an Order Form Page
Create Custom Pages
Customize the Home Page Banner
Customize the Home Page Order Form
Customize the Order Form, Items, and Registration Buttons
Embed an Order Form on your Website
Include a Video or Live Stream on your Home Page
Managing your Presentation from Backstage
Reorder the Home Page Sections
Set Map, Contact Us and Share Links
Set Up a Streaming Encoder
Share a Custom or Presentation Page
Showcase a Fundraising Goal
Video and Live Stream Embedding FAQs
Payments and Fees
Apply Tax Based on Charity Rules
Apply Tax Based on Selling Price
Changing your Merchant Account Information
Issue a Refund to a User
Manage a User's Credit Card
Manage Receipts and Tax Letters
Manage User Statements
Multiple Fundraising Products CardConnect Batch and Fees
Pass Fees to Purchaser
Statement and Receipt FAQs
Update a Pledge Payment
User Payment Method Options
Peer to Peer (P2P)
What is Champion Fundraising
Add a Donation for a Donor to a Champion Fundraising Page
Create Champion Fundraisers
Customize a Champion's Personal Fundraising Page
Edit Champion Fundraisers
Promote Champion Fundraising
Remove a Champion Fundraiser
Review Champion Fundraising Revenue
Update a Champion's Fundraising Page Status
Champion FAQs
Raffle
Create a Raffle Item
Best Practices: Raffles
Delete a Raffle Purchase for a Supporter
Draw a Raffle Winner
Offer a Multi-Raffle Discount
Purchase a Raffle for a Supporter
Raffle Reports
See Assigned Raffle Entry Numbers
Sell Instant and Raffle Items through an Order Form
Raffle FAQs
Reports
Reports Page Overview
All Batch Activity
Batch Report
Bid History
Exports Reports
Export from GiveSmart Events to Donor CRM
Items Reports
Multiple Fundraising Products CardConnect Batch and Fees
Outstanding Balances Report
Payments Received Report
Presentation Viewers Report
Purchaser Detail Report
Raffle Entries
Registered Users Report
Revenue Report
Review Multiple Campaigns Batch Reporting
Ticketing Reports
Top Donors Report
Top Items Report
Vote History
Reporting FAQs
Resources
Customer Learning Opportunities
Customer Referral Program
Fundraising Inspiration and Resources
GiveSmart Technical Support Resources
Image Recommendations and Restrictions
Keyword Strategies
Pivoting to Virtual Resources
Register, Buy, Bid & Instructions
Reminder Business Cards
Remote Technician
Section and Page Templates
Security Reminders
Submit a Product Suggestion
Seating Management
Seating Management
Assign a Table or Golf Group
Add or Adjust Tables or Golf Groups
Set Venue Capacity
Seating FAQs
Settings
Site Setting
Users Settings Overview
Include Bidder Numbers on User Accounts
Include Custom Fields on User Accounts
Manage User Registration and Participation Requirements
Managing how User Names Appear in the Item History
Auction Settings Overview
Set the Items Page View
Set a Date/Time for Bidding to Start
Managing Fair Market Values on Auction Items
Share Items through Social Media
Adjust Starting Bid and Bid Increment Percentages for Auction Items
Change Raffle Labels
Schedule a Time to Close your Auction
Donations Settings
Communication Settings
Global Settings
Tickets
Create Ticket to Purchase
Add Discount Codes to Tickets
Ask Questions to Attendees
Delete a Ticket Type
Edit Attendees in Ticket Orders
Filter Ticket Orders
Purchase a Ticket for a Supporter
Purchaser and Attendee Information
Return a Ticket Order
Send Assignment or Confirmation Reminders
Update Purchaser Order Details
Ticketing Email Template
Ticket Purchase Notifications
Ticketing FAQs
Users
Add New Users
Add an Admin or Volunteer
Assign Bidder Numbers to Users
Bulk Add or Edit User Custom Fields
Edit a Company Donor User
Filter Campaign Users
Import Users from a Guest List
Invitee User Account
Manage User Details
Merge Duplicate User Accounts
Remove a User from a Campaign
User Permissions
User FAQs
Guest Experience
Account
Registration
Registration Email
Reset your Username and Password
My Info Page
Manage Saved Credit Card Information
Self-Checkout
Obtain a copy of your Statement
Participate
Become a Champion Fundraiser
How to Bid
How to Donate an Item
How to Make a Monetary Donation
Purchase a Ticket
Purchase Items from an Order Form
Update Ticket Attendees Post Purchase
Using a GiveSmart Link
Training
Enablement Series
Onboarding: Prepare to Go Live
Run a Campaign: Event Day Preparation
Setting You Up for Success: Best Practices for an In-Person Event
Visitor Experience of a Campaign
Teams Onboarding
Feature Tutorials
Campaign Customization
Maximize Fundraising Using the Items Page and Order Forms
Items Management
Building your Campaign with Custom Pages and Sections
Ticketing and Seating Management
User Management
All Things Reporting
Fundraising Webinars
Cater to your Audience both In-Person and Virtually
Feature Spotlights
Lessons to Guide Us in 2022 and Beyond
Ticketing, Registration and Item Solicitation
Tips to Make Your Home Page Shine
Volunteers
Volunteers
Volunteer Profile
Volunteer Reference Guide
Volunteer Roles
Volunteer Training
Volunteer Check In Instructions
Product Updates
2024 Q1
2023 Q4
2023 Q3
2023 Q1 & Q2
2022 Winter Releases
2022 Fall Releases
2022 Summer Releases
2022 Spring Releases
2021/2022 Winter Releases
2021 Fall Releases
2021 Summer Releases
2021 Spring Releases
GiveSmart Applications FAQ
Single Sign On and 9 Dot Application Switcher
Home
Training
Feature Tutorials
User Management
Last Modified on 04/26/2022 4:36 pm EDT
Watch a Video
Review
Who is a User?
What are the User Roles?
Filer, Search and Edit User Accounts.
Add Org Hub Admins.
Add or Import Users.
Manage Bidder Numbers and User Custom fields.
Manage Duplicate Users Accounts.
User Check In and Checkout.