Donor CRM

Watch this video to learn the basics of what your GiveSmart Donor CRM has to offer and take a tour of the application. ...

Watch this video to learn about activities and task management capabilities in your GiveSmart Donor CRM account. ...

Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account. ...

Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account. ...

Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to add a pledge to a donor's record in ...

Watch this video to learn how to add a signature image to your GiveSmart Donor CRM account. ...

Watch this video to learn about the dashboard on your GiveSmart Donor CRM account. ...

Contact Cleanup Make sure all contacts and gift records have a matching ID (Donor_ID) as this is how the gift will be associated with the contact record.  The Donor_ID is typically numeric, for example if you had 1,000 donors the Donor_ID wou...

Converting Your Data to GiveSmart Donor CRM: Your Guide to Success! Click here to download the guide.  , Ready to get started with your Data Conversion? There are two simple steps prior to sharing your data. Gather your data.  The...

Watch this video to learn how to edit a record in your GiveSmart Donor CRM account. ...

To embed a DonorCRM form within your existing webpage, you will need to share the code found below with your web designer.   Once an online form is created within DonorCRM, the URL generated from the form can be placed into the block of code l...

Transferring Data from Popular Data Sources The GiveSmart implementation staff has extensive experience converting Fundraising CRM data from a wide variety of data sources, including other CRM systems. While we expect the data to be provided in CS...

Copy your reporting data from GiveSmart Events to GiveSmart Donor CRM with a few simple clicks. Settle Remaining Balances The first step is to ensure there are no outstanding balances for your event.  View the Outstanding Balances report by...

You can copy your reporting data from GiveSmart Fundraise to GiveSmart Donor CRM with a few simple clicks. Exporting Donor Data from GiveSmart Fundraise The first step is to gather your data from GiveSmart Fundraise. This is similar to any other S...

For organizations using GiveSmart Donor CRM to manage their donors, this guide will walk you through the process of importing your donor data to the donor management platform.   Donor CRM has the ability to import contact/donor records, incl...

Activities A historical recording of completed or to-be-completed tasks associated with a specific contact Examples: A phone call scheduled for User A to call Donor B next week, an email that went out to Donor C a month ago, a meeting in...

Watch this video to thank your donors with emails, physical mail, and more through the GiveSmart Donor CRM system. ...

Watch this video to learn how to merge duplicate records in your GiveSmart Donor CRM account. ...

Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...

Watch this video to learn how to send an email from your GiveSmart Donor CRM account. ...

It's the end of the calendar year, your fiscal year, or both, and it is time to send year end thank you notes to all your supporters for the year. While you can send regular Thank You notes using the Send Gift Thank Yous as outlined here , we h...

Watch this video to learn the difference between the Smart Donor Score and DonorSearch results. ...

General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donatio...