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Home
Glossary
Training
Strategies
Fundraising Strategy Videos
Virtual Events
#GivingTuesday Kit
Year-End Giving Toolkit
The Best Fundraisers of 2021
Storytelling Strategies to Maximize Your Year-End Fundraising
5 Weeks to a Successful #GivingTuesday
How To Maximize Your Silent Auctions
10 Common Mistakes to Avoid for Your Next Fundraising Event
How to Determine Your Next Best Fundraising Event: In-Person, Virtual or Hybrid?
How to Safely Host an In-Person Fundraising Event
Creative Peer-to-Peer Campaigns That Attract and Engage Donors
5 Steps to a Successful Day of Giving
How to Host a Virtual Fundraising Event
Create Your 2021 Fundraising Plan - 5 Revenue Strategies
Cultivate Donor Loyalty with the Perfect Thank You
Create Recurring Donors from Year-End Giving Campaigns
How to Stream Your Virtual Fundraising Event: Tech Tools & Tips
Level Up Your Virtual Fundraiser: Strategies to Reach Your Annual Event Goals
Creating Virtual Fundraisers that Entertain and Engage Donors
Repurpose Your Content for Social Media
Fundraising through COVID-19
Deep Dive into Crowdfunding and Peer-to-Peer Campaign Setup
Year End Giving Strategy
Thank, Acknowledge and Cultivate Donors (2019)
Interactive Calendar Builder for Scheduling Fundraising and Communication Campaigns
Keyword Strategies
Personalized Communication
Best Practice Examples
Integrating Texting into Your Fundraising Strategies
Email Strategies
Storytelling and Influencers
Summer Fundraising Ideas
Recruit and Support Volunteer Fundraisers to Boost Giving
Runs, Walks, Swims, Rides and Tournaments
How to add a lower-third to a YouTube video
Create Your Own Day of Giving
Thanking, Acknowledging & Cultivating Donors
#GivingTuesday & Year-End Giving Strategy Plan
Growing Your Donor Database
Creative Uses of Text Messaging
Compelling Storytelling To Engage Donors And Boost Gifts
Creative Fundraising Campaigns Using Crowdfunding Templates
Thanking and Acknowledging Your Donors (2018)
Health Awareness Campaigns
Beyond the Basics: Taking GiveSmart Fundraise to the Next Level
Training
Navigation and Reporting Training
Donation and Event Activities Training
Crowdfunding and Peer-to-Peer Fundraising Training
Texting and Communication Training
Beyond the Basics (and Sponsorships) Training
Ticketing Training
Event Page Training
Analytics and Reporting Training
Fundraising Strategy Videos
Setup & Settings
Account Settings
Apple Pay
Billing Account Settings
Can I choose types of credit cards to accept?
Connecting to Your PayPal Account
Corporate Donation Matching
Fundraiser Account Settings
GiveSmart Fundraise Settings
How can I use PayPal for Recurring Donations
How do I edit the organization short name?
Integrations Account Settings
Order History Account Settings
Organization Account Settings
QR Codes Account Settings
Receipts and Notifications Account Settings
Remittance Account Settings
Shared Settings Account Settings
Twitter Integration
Users Account Settings
Year-End Consolidated Receipts
Billing
GiveSmart Fundraise Subscription Payment Receipts
Updating GiveSmart Fundraise Subscription Payments
When does our contract renew or expire?
What if we want to cancel our account?
General & FAQ
Archive Forms
Are donor and supporter mobile phone numbers automatically collected?
Are GiveSmart Fundraise forms Web Content Accessibility Guidelines (WCAG) Compliant?
Changing User Profile Settings
Changing Your Password
Collapsing Navigation Bar
Do donors receive donation confirmations or acknowledgements?
Editing and Resizing Images
Enhanced Navigation
GiveSmart Fundraise Login
How do I deactivate or reactivate a keyword or activity?
How do I delete a keyword or campaign?
How long does it take for a keyword to be live or turned on?
Image Sizes
Importing GiveSmart Fundraise Data into Salesforce
Navigating GiveSmart Fundraise
Query String Parameters
Quick Start Account Checklist
Thermometer Types and Features in GiveSmart Fundraise
Tips, Rules and Requirements
Types of User Accounts
Where is my GiveSmart Fundraise API information
Merchant Services
CardConnect (CardPointe) Digital Application Process for Existing Braintree Customers
Digital Signature Process
How am I billed for transaction fees?
How are collected donations transmitted to my bank account
How will fees be charged if I have a merchant account?
How do donations show up on a donor's credit card statement?
How do I use my Credit Card Swiper?
How do I use my Credit Card Swiper on an Android device?
How do I use my Credit Card Swiper on an Apple device?
How will I receive my credit card swiper?
Is my merchant account PCI Compliant
Merchant Account Application - Voided Check or Bank Letter
Merchant Account Application Form
Merchant Account FAQs
Merchant Services
Setting Up and Using Your Merchant Account / Direct Deposit / Electronic Funds Transfer (EFT)
Stolen Credit Card Testing Explained
Transferring My Recurring Donations After My Merchant Account is Active
Using the Merchant Center
What fees and extra costs are taken out if I have an active merchant account
When do nonprofit organizations receive collected donations?
Why did I get a rebate check?
Will my 0% fee agreement still apply when I set up my merchant account?
Product Updates
GiveSmart Applications FAQ
Release Notes 2022 Q3 (July through September)
Release Notes 2022 Q2 (April through June)
Donor CRM: Automate Tracking Donors, Thank You Letters, and Retaining Them to Give Again
Utilities
Promotional Codes
Promotional Codes
Campaigns & Activities
Activities
Create an Activity
Creating a GiveSmart Events Activity
Campaigns
Creating a Campaign
How do I change an existing Campaign name or description?
What is on the Campaign Activities Dashboard?
What do the colors on the campaign tiles mean?
Campaign Activity Actions
Corporate Sponsorship
Corporate Sponsorship Activity Design
Sponsorship Using Item Form Element
Sponsorship Using Manual Creation
Sponsorship Using Donation Buttons
Sponsorship Using Manual Donation Amount
Logo and Branding Section (Corporate Sponsorships)
Suggested Amounts Section (Corporate Sponsorships)
Recurring Donations Section (Corporate Sponsorship)
Contact Information Section (Corporate Sponsorships)
Payment Information (Corporate Sponsorships)
Form Submit Section (Corporate Sponsorships)
Confirmation Page (Corporate Sponsorships)
Crowdfunding and Peer-to-Peer Fundraising
Set Up a Crowdfunding and Peer to Peer Activity
Crowdfunding and Peer-to-Peer Fundraising - Keyword (Activity) Setup
Units Based Goals
Create Crowdfunding and Peer to Peer Teams
How does an individual fundraiser set up, edit and promote a crowdfunding page?
How do I use Social Media Settings in Crowdfunding and Peer to Peer Fundraising?
How to Use Crowdfunding for a Paid Registration Event
What assets do organizations need to setup a crowdfunding campaign?
Fundraiser Signup Walkthrough
Setting Up and Editing Fundraisers
How can a fundraiser log into their fundraising page?
Social Media Settings
Reports for your Crowdfunding and Peer-to-Peer Fundraising
Crowdfunding Form Submit Section
Fundraising Page Design
Logo & Branding (Crowdfunding Fundraising Page, Theme 1)
Fundraising Page - Banner
Fundraising Page - Media Carousel
Fundraiser Dashboard
Crowdfunding and Peer-to-Peer Fundraising Sign Up Form Design
Sign Up Form - Logo and Branding
Mobile Experience
Confirmation Page
Donor Experience with Crowdfunding and Peer-to-Peer Fundraising
Leaderboards
Team Categories
Adding a Description to Sign Up on the Donation Form
Classic Theme Retirement - What to know
General & FAQ
Quick Start
Customer Learning Opportunities
Add Agree to Terms Element
Add Checkbox Element
Add Date Element
Add Drop-Down Element
Add Hidden Element
Add Item Element
Add or Manage Sections
Add Text Element
Bulk Offline Uploading
Can I reuse, move or reassign my keyword to a new campaign or event?
Confirmation Page
Copying Form Elements
Copying Forms
Create a Survey Activity
Embed Code Section
Embedding a Form into a website
Footer Message Section
Form Submit Section
How can I add a custom message to my Thank You page?
How can I add an option to let my donors cover the Charge Processing Fee?
How can I add automatic Address Lookups?
How do I create short links for donation pages?
How do I edit my social share setting for donation pages and online forms?
How do I move the Online Form so it won't cover part of my image?
How do I set or change the goal for my activity and campaign?
How do we set up a subscription form for our website?
How does a non-profit collect numbers for their constituent lists?
How to make the form logo bigger
Keyword Page (Activity Setup Page)
Logo and Branding Section
Mailing List Subscription Explained
Moving Form Elements
Payment Information Section
Pledge Option on a Payment Form
Tribute Gifts (In Honor / Memoriam / Birthday / Shout Outs)
What happens if one of my donors text the wrong keyword?
What is the Payment Section Visibility option?
GiveLater
Using Your GiveLater Form
Landing Pages
Activity Landing Page Design
Activity Landing Page Theme Section
Activity Landing Page Logo & Branding Section
Activity Landing Page Banner Section
Activity Landing Page Image Hero Section
Activity Landing Page Live Event Section
Activity Landing Page Keyword Section
Activity Landing Page Event Details Section
Activity Landing Page Impact Section
Activity Landing Page Sponsors Section
Activity Landing Page Footer Section
Activity Landing Page Social Sharing Section
Activity Landing Page Add Sections
Activity Landing Page Progress Section
Activity Landing Page Tips and FAQs
Campaign Landing Page
Landing Page - Add Recorded or Livestream Videos
Using a Landing Page
Live Event Assistance
Event Kit
Live Ask Script Templates
Contacting GiveSmart Fundraise’s Emergency After Hours
Template Powerpoint Instruction Slide
Templates for Table Tent Artwork
Can multiple event producers use our account if our organization is the beneficiary of their event?
Emergency After-Hours Event Support
Edit Event Details
Membership
Logo and Branding Section (Membership)
Payment Form
Logo and Branding Section (Payment Form)
Petition
Logo and Branding Section (Petition)
Registration
Registration Activity Design
Logo and Branding Section (Registration)
Contact Information Section (Registration)
Form Submit Section (Registration)
Suggested Amounts Section (Registration)
Recurring Donations Section (Registration)
Payment Information (Registration)
Confirmation Page (Registration)
Registration Using an RSVP Section
Creating RSVP Forms
SMS Subscription
Subscriptions
Set Up Texting (SMS) Subscriptions
How can people subscribe to receive text messages?
Edit Automated Text Message Responses
Survey
Survey Activity Design
Logo and Branding Section (Survey)
Contact Information Section (Survey)
Form Submit Section (Survey)
Text to Donate Fundraising
Text to Donate Activity Design
QR Codes
What is the donor mobile experience for text to donate?
Managing Offline Donations
Add Calculated Element
How does Recurring Giving work on donation forms?
Configure receipts for donors' tax deductible donations
Receipts and Notifications Section
Corporate Donation Matching: Amply
Corporate Donation Matching: Double the Donation
What is the best practice for a mobile fundraising call to action in print and online?
Add Form Elements
International Donations
Customizing the Automated Text Message Response
What is Give Later?
Customizing Text Message Responses
How to Add a Donation Form to Your Facebook Page
Control Automatic Fulfillment Reminders
Dynamic Actions
Dynamic Actions Example - Checkbox
Dynamic Actions Example - Drop-Down Menus
Basic Disaster Relief Campaign
Suggested Amounts Section
Recurring Donations Section
Contact Information Section
Enter a donation
Create New Form
Logo and Branding Section (Text to Donate)
Thermometer
Setting Up a Fundraising Event Form & Thermometer
How do I personalize or edit my fundraising thermometer?
How do I remove pledges from the thermometer?
Display the Fundraising Thermometer On-Screen
How do I find the URL link to my fundraising thermometer?
How do I enter checks, cash and matching gifts so they show up on the fundraising thermometer?
Reset Fundraising Thermometer
Name Length on the Thermometer
Using the Fundraising Thermometer page as just a donor wall
What is the texting experience with the Fundraising Thermometer?
Ticketing
Ticketing Activity
Ticketing Activity Design
Ticketing Manage Guests
Ticketing Check-In
Card on File
Collect Guest Info
Logo and Branding Section (Ticketing)
Raffles
Volunteer Signup
Volunteer Signup Design
Creating a Volunteer Signup Form
Logo and Branding Section (Volunteer Signup)
Website Donation Form
How Do I Set Up my Website Donation Form?
How do I embed my Website Donation Form?
Best Practices for adding your GiveSmart Fundraise Donation Page to Your Website
People
Contacts
Create Lists from Contacts
Send Consolidated Year End Tax Information to One Supporter
Edit a Supporter's Information
Lists
How to Upload and Validate Mobile Numbers
Manage Lists: Mobile Subscriber Lists
How will I know when my mobile validation list has uploaded?
How do I add numbers to a list?
Remove Contacts from a List
Message Center
Text
How do I send a text message?
Sharing Content via Text Messages
How do I keep track of text messages sent, scheduled and received?
How many text messages can we send per month?
What compliance or disclaimer language do I legally need?
Telephone Consumer Protection Act (TCPA) Fact Sheet for Non-Profits
Why only 134 Characters for my text message?
Video Previews in Text Messages
How many messages should people expect to receive?
Personalized Text Messages
Long-form Text Messages
How can I see the message my supporters text with a keyword?
How can donors unsubscribe from receiving text messages?
Text Analytics
Enhanced Text Messaging
What is a short code and can they be customized?
Email
Email Design Studio
Connecting a Constant Contact Account to your GiveSmart Fundraise Account
Syncing Existing Contact Lists between Constant Contact and GiveSmart Fundraise
Designing and Sending Emails with the Email Design Studio
Email Reporting
In-App
In-App Messaging for Crowdfunding and Peer-to-Peer Fundraising
Reporting
Reporting & Analytics
Activity Keywords
Campaign Metrics
Email Reporting
Export from GiveSmart Fundraise to GiveSmart Donor CRM
How do I export the results of a Non Payment Form
How do I get notified of a failed recurring donation?
Insights
Manage or Move Pledges and Donations
Manage Pledges
Manage recurring donations
Pledged, Pending, and Collected Donations
Recurring Donation Reporting
Resend and Download Receipts
Saved Reports
Search Transactions
Setting Up Google Analytics
Text Analytics
Using Google Analytics
What donor information is exported in a donation report?
Why is there no mobile number for failed credit card donations?
Donor CRM
CRM: Learn About GiveSmart DonorCRM
CRM: Activities & Task Management
CRM: Add a New Contact Record
CRM: Add a New Gift
Add a New Pledge
CRM: Add a Signature Image
CRM: Dashboard Overview
CRM: Data Cleanup Tips
CRM: Data Conversion
CRM: Edit a Record
CRM: Embed a DonorCRM Form
CRM: Export Data from Other CRMs
CRM: Export from GiveSmart Events to Donor CRM
CRM: Export from GiveSmart Fundraise to GiveSmart Donor CRM
CRM: File Import
CRM: Glossary
CRM: How to Thank Donors
CRM: Merge Duplicate Records
CRM: Run a Solicitation Analysis
CRM: Send an Email
CRM: Send Year End Letters
CRM: Smart Donor Score vs DonorSearch
CRM: Frequently Asked Questions (FAQ)
Home
Donor CRM
CRM: Edit a Record
Last Modified on 05/09/2023 11:06 am PDT
Watch this video to learn how to edit a record in your GiveSmart Donor CRM account.