Account Settings

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Apple Pay
Apple Pay gives your supporters on supported Apple devices the option to pay with Apple Pay. This will give them the convenience of more options to donate how they want: Credit/Debit, PayPal and Apple Pay. If you have a Card Connect payment ...
Billing Account Settings
The Billing category will show you which GiveSmart Fundraise plan your organization is on and will provide helpful links and contacts to find information about your invoices. Click Settings (the Gear icon) on the top right. In the side menu, ...
Can I choose types of credit cards to accept?
By default, your GiveSmart Fundraise forms will accept any major credit card. But there are cases where you may have an exclusive deal with one company, such as Visa, or you may not want to accept a specific type, like Diner's or Amex. In these ...
Connecting to Your PayPal Account
Not only can your donors use their credit or debit card for donations, they can also use PayPal. Note: Donations made through PayPal will deposit through your PayPal account settings, not your Merchant account. It will also use PayPal's f...
Corporate Donation Matching
Double the Donation helps nonprofits double the impact of contributions by streamlining the gift match process, saving valuable time for you and your donors. While thousands of companies have a matching gifts program, many of employees’ ...
Fundraiser Account Settings
As an Administrator of your GiveSmart Fundraise account, under Settings , the Fundraisers section allows you to view and control all your fundraisers from any and all your Crowdfunding activities. From this Settings section, you can ...
 GiveSmart Fundraise Settings
Logging In To Your Account Go to https://www.givesmart.com and click login (top right).  You can also login by going directly to fundraise.givesmart.com .   User Email: XXX@XXXX.XXX Password: changeme Dashboard Overview When y...
Google Pay
Google Pay gives your supporters an alternative payment option. This provides them the convenience of more options to donate how they want: Credit/Debit, PayPal , Google Pay and Apple Pay. If you have a Card Connect payment processor, then yo...
How can I use PayPal for Recurring Donations
In order to automatically initiate recurring donations via PayPal - not asking the donor to go through PayPal every time - you need to have Reference Transactions enabled by PayPal for your account.  Before you set PayPal to accept Recurring...
How do I edit the organization short name?
Your organization short name appears on auto-reply text messages that your supporters see after making donations. It is also used as a Twitter hashtag if a donor taps the twitter button on the donation Thank You page. Your short name is limited t...
Integrations Account Settings
The Integrations category of Settings allows you to connect your GiveSmart Fundraise account to other services to provide even more power to your activities and campaigns. To get to the Integrations category, go to the Setup & Settings > ...
Order History Account Settings
The Order History section of the Account Settings will show you your receipts when your GiveSmart Fundraise account renews. So if this is your first year with GiveSmart Fundraise, you will not see receipts. The first year receipt was sent to you thr...
Organization Account Settings
The Organization section of your Account Settings provides key information about your organization that is used for both informational purposes as well as elements within various activities. To modify the settings: Click on Settings Click on Org...
PayPal and Venmo
An improved partnership with PayPal introduces the option for donors to give using either PayPal or Venmo on payment forms.     NOTE : You will need to create a PayPal business account for your organization if you do not have...
QR Codes Account Settings
QR Codes are widely supported, with most smartphones able to scan the codes without extra software. Usually you scan a QR code to be taken to a web link. With QR Codes available in GiveSmart Fundraise, you can easily and quickly direct your suppo...
Receipts and Notifications Account Settings
The Receipts and Notifications section of your Account Settings allows you to modify the templates for the default emails that are sent to supporters when they complete one of your forms (Receipts) and default emails that are sent to people within y...
Remittance Account Settings
Please note that this form of remittance is no longer available for newer GiveSmart Fundraise accounts. This document is being maintained for legacy accounts.  New GiveSmart Fundraise accounts must have some form of merchant services in plac...
Shared Settings Account Settings
Shared Settings, accessed from the Settings menu, allows you to set up default colors and images for use across your forms. You can always customize each form on its own, but Shared Settings gives you that initial standardization for your brand. You...
Twitter Integration
The Twitter integration provides the your twitter handle in the Social Shares that are available in the Event Page and in Crowdfunding and Peer-to-Peer Fundraising.  When your supporters click on the social share icons on these pages, t...
Users Account Settings
GiveSmart Fundraise supports an unlimited number of users on your account. If there are others in your organization that need access to the platform you can easily add additional users. From the Users category, you can create new users, edit exist...
User Security Settings
This feature is applicable to GiveSmart customers who ONLY own the Fundraise module.  If you own 2 or more GiveSmart modules, our Single Sign-On feature would override this functionality.   If you would like these controls for securit...
Year-End Consolidated Receipts
When your donors donate, they will automatically be emailed a receipt of their donation, as set up in the Account Settings > Receipts and Notifications category. You can even resend individual receipts or download those individual receipts...
Submit a Product Suggestion
Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs.  If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we wa...