Account Settings

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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 existin...
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 ...
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...
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...
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, ...
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 Settings menu (the gear ico...
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...
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...
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...
 GiveSmart Fundraise Settings
Logging In To Your Account Go to https://www.givesmart.com and click login (top right) User Email: XXX@XXXX.XXX Password: changeme Dashboard Overview When you log into your account, you’ll see your account at a glance: The ...
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...
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...
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...
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 ...
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 ...
Corporate Donation Matching
Matching programs make donors feel great about the value they're offering nonprofits. These programs also enable organizations to donate funds in a meaningful way and provide excellent funding. GiveSmart Fundraise and Amply make the process to f...
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...