Donor CRM

Articles

GiveSmart Donor CRM Overview
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 learn the basics of what your GiveSm...
Donor 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...
Donor 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...
Add a New Contact Record
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 learn how to add a new contact to your G...
Add a New Gift
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 learn how to add/document a new gift in ...
Add a New Pledge
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 ...
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...
DonorCRM Data Conversion
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...
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...
Exporting 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...
How to thank donors
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 thank your donors with emails, physical ...
Donor 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...
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...
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...
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...