General & FAQ

Activities can have multiple forms. If you have an extra online form that you wish to remove from an activity, you can archive it. When we say archive, it will actually delete the form itself, but maintain any data collected on that form, so you can...

Yes. When somebody texts one of your keywords to the correct shortcode, their mobile number is automatically collected. This applies to all kinds of keywords on any of the shortcodes (41444, 51555, 71777, 91999) Constituents that interact with keyw...

GiveSmart Fundraise forms are WCAG 2.0 AA compliant. What is WCAG? How We Test How You Can Test What is WCAG? "Web Content Accessibility Guidelines (WCAG) 2.0 defines how to make Web content more accessible to people with disabilitie...

If you need to change your name, your password, add your mobile number, and more, you will want to go into your User Profile. Access your Profile Click on your Name and Organization, or the icon with your initial, in the top right of your Dashboa...

To change your own password: Click on your Name and Organization in the top right of your Dashboard. Click Profile . You will be asked to enter your  current password , and then input and confirm your  new password Click " ...

The GiveSmart Fundraise navigation along the left side of the application can collapse to provide more room on the screen for you to work with your campaigns, activities, reports, etc. To collapse or expand the navigation bar, click on the arrow in...

When a donation has been successfully completed, the donor will receive a thank you text message and email confirmation (based on the information the donor provided on the donation form). Please note customers who are set up with a merchant account ...

Certain images in GiveSmart Fundraise need to be a specific size to make the most of that image. For example, the Organization Logo that will appear at the top of any automated email correspondence with your supporters needs to be a maximum of 5...

When you go to https://www.givesmart.com/ and click the Login button in the upper right, you are sent to fundraise.givesmart.com  to log into your account. This is a good page to bookmark so you don't have to find the Login button, you ...

You may have a survey or a ticketing form or any other activity that you want to turn off as you no longer need it. This is done from the keyword you use with that activity and is done from the Dashboard of your account: Click on the Activity K...

Technically speaking a keyword cannot be deleted only modified, but a campaign can be deleted.  NOTE: Only keywords that do not have pledges, donations or sent text messages may be removed. To modify your keyword, click Activity  Key...

Crowdfunding and Peer-to-Peer Fundraising (71777), Text to Donate Fundraising/Engagement (41444 or 91999) and SMS Subscription (51555) keywords are live instantly on all cell phone carriers. The moment you save the keyword on your account, it is you...

Image sizes on the forms will often stretch or shrink as needed, but it is recommended to have any image in your form be least a width of 476 pixels or more, so that other sites that may share image from your forms, like Facebook, will display them ...

Create unique links for your supporters, so when they go to your form, such as from an email, their information is already populated in the form. Please note, this may be considered a more advanced option available to you. If you have concerns unde...

You just signed up with GiveSmart Fundraise. Your event is days away. Here are the absolute basics you need to get ready for your even. Click the buttons to be taken to the instruction pages: Do This Create a Merchant Account.   You need...

The GiveSmart Fundraise Salesforce integration is a daily automated API sync, which syncs newly settled transactions to your Salesforce instance as Opportunities.    Once the field mappings are established and the sync activated, the ...

Our short code provider prohibits sending any content that is illegal, harmful, unwanted, inappropriate, objectionable, confirmed to be criminal misinformation, or otherwise poses a threat to the public, even if the content is permissible by law.&nb...

Your GiveSmart Fundraise account has several styles of "thermometers" to show you and your supporters how you are progressing toward your goals in your event, campaign and more. This page shows what each thermometer option features and ex...

Nonprofit organizations are focused on pushing toward giving goals and donor appreciation but don’t forget to review and share some important reminders to ensure continued positive donor experiences.  Here are some key tips: Remember t...

Instead of having several different roles with different types of access that you need to remember what each level allows, GiveSmart Fundraise keeps it simple with two main types of User accounts or roles: the Administrator (or Admin) and the User. ...

When you click on the Support menu (the Question Mark) in the upper right, open Knowledge Cneter and then choose API Documentation, you open the information page for the GiveSmart Fundraise Application Programming Interface (API). To cr...