Articles
CRM: Learn About GiveSmart 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. ...
CRM: Activities & Task Management
Watch this video to learn about activities and task management capabilities in your GiveSmart Donor CRM account. View Admin Activities Personal activities can be viewed from the Dashboard. Scroll to the Activities section to view al...
CRM: Add a New Contact Record
Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account. Steps to add a new contact record From the Quick Actions container within the dashboard, click ADD NEW CONTACT button Enter New Contact...
CRM: Add a New Gift
Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account. Steps to add a gift record From the Quick Actions container within the dashboard, click RECORD A GIFT Select a donor Add...
CRM: Add a Signature Image
Watch this video to learn how to add a signature image to your GiveSmart Donor CRM account. Add Signature to Email Template From the left navigation select Gifts > Send Gift Thank Yous From the dropdown at the top, click on the Edi...
CRM: Automated Data Sync
Automatically sync your donor and transaction data from GiveSmart Events & Fundraise to GiveSmart Donor CRM. This unidirectional sync provides accurate and actionable insights of your GiveSmart fundraising activity and reduces administrati...
CRM: Automated Data Sync Donor Profiles
Donor profiles that are created in Donor CRM through the automated data sync process will match based on the GiveSmart Fundraise or Events Donor ID and will compare that to the email & phone number the donor uses when completing a new transactio...
CRM: Automated Data Sync FAQs
If I need to modify a transaction, where should I make this modification? Transactions should be modified from their source point. A transaction should not be modified in GiveSmart Donor CRM if it originated in either GiveSmart Events ...
CRM: Bulk Edit Records
Contact records can be bulk edited to apply or remove tags, delete records or merge 2 or more records. Locate the bulk action feature by selecting Donors & Contacts from the left navigation, and select Contact Listing from the drop...
CRM: Client Settings
Client settings can be found by clicking on your username in the top right, and selecting Client Settings from the drop down. General Settings Under General Settings, you can establish the date format, view subscription information ...
CRM: Communications Email Campaign
Donor CRM has the ability to create email campaigns for marketing communications allowing you to send custom messages to segmented groups of contacts. NOTE : To send a gift or pledge thank you , pledge reminder or year-end letter, use t...
CRM: Communication Options
GiveSmart Donor CRM has multiple options for emailing your contacts. From gift thank you's to email marketing campaigns, we have you covered. To locate the communication options, from the left navigation select Communicatio...
CRM: Create a Custom Report
Create a custom report From the left navigation, select Reports Click +Add New Enter a unique report name and select a specific data set Customize the report by selecting a date range and adding/removing columns
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CRM: Dashboard Overview
Watch this video to learn about the dashboard on your GiveSmart Donor CRM account. Dashboard Containers Total Raised Year to Date Quick total of funds raised year to date Quick Actions Link to Invite a Team Member Link to Add...
CRM: Data Cleanup Tips
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...
CRM: Data Conversion
GiveSmart Donor CRM Data Conversion When you add GiveSmart Donor CRM, our Services Team will perform your data conversion to get all of your external data into Donor CRM. However there are still a few items that will need to be completed by y...
CRM: Edit an Individual Record
Watch this video to learn how to edit a record in your GiveSmart Donor CRM account. Steps to edit a contact record In the Search bar in the upper left corner, type the name of the record Select the record from the drop...
CRM: Embed a DonorCRM Form
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...
CRM: Export Data from Other CRMs
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...
CRM: Export from GiveSmart Events to Donor CRM
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...
CRM: Export from GiveSmart Fundraise to GiveSmart Donor CRM
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...
CRM: File Import
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...
CRM: Glossary
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...
CRM: Households & Groups
Create a Household or Group within GiveSmart Donor CRM to view relationship metrics between individual contacts. Our Services Team can help you create a strategy on how to best utilize this feature. Learn more about our service offeri...
CRM: Households & Groups Best Practices
Use our helpful tips to assist you in creating and managing your new households and groups. Adjust Column Order In preparation for creating your households and groups, you can adjust the column order to move the frequently sorted columns to...
CRM: How to Thank Donors
Watch this video to thank your donors with emails, physical mail, and more through the GiveSmart Donor CRM system. NOTE : To send a Gift or Pledge Thank You, select Communications from the left navigation, as these features have moved to a new ...
CRM: Locating DonorSearch API Key
If you have a license with DonorSearch, you'll need to add your API key to GiveSmart Donor CRM to integrate the products. Locate Your API in DonorSearch Login to your DonorSearch online account at: www.donorlead.net Click My A...
CRM: Merge Duplicate Records
GiveSmart Donor CRM allows you to efficiently merge potential donor contacts in the module. Review potential duplicates at different risk levels and compare and select contact information to retain prior to merging, providing you the ability t...
CRM: Pledges
Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future. Select Pledges section on the left navigation bar Click on Add a ...
CRM: Quick Reports
Within GiveSmart Donor CRM we have created quick report options to assist you in getting the information you need quickly. To locate the report options, from the left navigation select Reports . At the top of the Reports page, notice ...
CRM: Quick vs Advanced Filters
Quick and advanced filters are available when viewing the Gift and Contact listings. Quick Filters: allow you to quickly search based on basic information such as dates, name, address, or tags Advanced Filters: are set up by s...
CRM: Run a Solicitation Analysis
Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...
CRM: Send Year End Letters
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...
CRM: Smart Donor Score vs DonorSearch
Watch this video to learn the difference between the Smart Donor Score and DonorSearch results. ...
CRM: Technical Support Services
Customer Support Normal business hours are: Monday through Friday 7:00 am to 4:00pm Pacific Time. Email: givesmart-help@communitybrands.com GiveSmart Donor CRM Help Center Find technical guides and training videos in the GiveSmart Donor CR...
CRM: Tribute Gifts
Create in honor or in memory gifts within GiveSmart Donor CRM. Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to step 2 of the gift entry proces...
CRM: Frequently Asked Questions (FAQ)
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...