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Looking for more ways to learn how to maximize your GiveSmart subscription? Look no further! Our Marketing team has the answers and inspiration you are looking for. Our GiveSmart team and partners have a wealth of fundraising knowledge that...
Add Agree to Terms Element
For a run/walk or for any other form, you can include a Agree to Terms Form Element checkbox in its own section, to link to a page on your website with the details of the terms and conditions. To add the Agree to Terms, you may want to create i...
Add Checkbox Element
Checkboxes can be used for many things. You can give your supporters the option to choose multiple things from a list or maybe you want to add a disclaimer that you would like to thank them on social media. Any time you need that acceptance or ackno...
Add Date Element
Collecting a Date may be a need, such as for a range for a run/walk, attending an age-restricted venue, a survey for requested dates of action, or any other reason. The Date element provides a simple way to collect that information. Date is one ...
Add Drop-Down Element
"On a scale of 1-5, how would you rate our Spring Gala?" "How do you prefer to donate?" "Which of our initiatives do you wish your donation to support?" Providing limited choices provides easy-to-answer questions for your supporters and easy to ana...
Add Hidden Element
The Hidden element is usually used in conjunction with other Form Elements, specifically with the Calculated element as a number. An example would be when you want to set a price. While you could enter the price directly into the Calculated ele...
Add Item Element
The Item element provides a way for you to support easy ordering or purchasing of non-ticket items. Supporters can order or buy items by selecting the number of items they want. This functionality is great for selling memberships, sponsorships, ta...
Add or Manage Sections
Want to change the layout of your form? Want to Add sections that can be easily found and moved? Then click on Manage Sections to get started. Manage sections allows you to add to the standard sections in your forms. You can also move sections wit...
Add Text Element
Text helps you describe what to do on your form. Maybe you want people to choose things from a list. Describe it with a Text Element. Maybe you want to define different levels of sponsors. Use text! Any time you need more description anywhere on you...
Bulk Offline Uploading
Upload offline donations in bulk into your GiveSmart Fundraise account for simple inclusion of multiple offline donations into your campaign. Save time and effort and easily include all donations in your campaign total. Uploaded donations will sh...
Confirmation Page
When a supporter completes your form, whether it is a donation form, a survey, or anything else, they are then taken to a Confirmation Page. This page thanks them for their contribution and can give them action items. It is fully customizable with...
Copying Form Elements
You've made this detailed Text element on one of your forms with special colors, formatting, links, pictures, etc. or you have some other special element that you want on a different form. You can copy that element directly to the other form with th...
Copying Forms
You've created a form with special graphics, unique form elements, specific settings that you now want to use for a different activity, such as from one year's event to another. All you need to do is copy the form into a new, already created activ...
Create a Survey Activity
Surveys are great ways to engage your supporters. You can personalize your surveys to find out why your supporters are interested in your organization to tailor your communication campaigns and much more. Surveys are generally designed in two parts...
Embed Code Section
Your forms can be embedded on a webpage or linked to as a free-standing donation page using the code in the box of the Embed Code module. For information on how to embed the code into a webpage, click here , or to embed the code into a Face...
Embedding a Form into a website
Forms created within your Activities can be embedded into a website so that the URL indicates that the supporter is still within your website. It does this using the iFrame HTML functionality. Embedding refers to the practice of having one web page...
Footer Message Section
Show/Hide Switch : Show or hide the Footer message using the switch on the right. By default, under the aim of keeping your form short, the footer is hidden by default, but... Custom Message is a great place to add any text or organization in...
Form Submit Section
The last section to personalize in your form that is visible on the form is the Form Submit section. The main function of the Form Submit section is to show the total donation and the SUBMIT button. Section Heading You can change the title from ...
How can I add a custom message to my Thank You page?
Donors see your T hank You page after making a donation. You can customize the text on this page and add a "Next" button that links to whatever page you'd like. To edit the Thank You page, click on your keyword from the Dashboard. Make sure you...
How can I let my donors cover the Processing Fee?
You can configure an option to allow donors to help cover the credit card Processing Fees associated with their donation. When a donor opts in to help cover the fee, an amount is added to their intended donation to offset the fees that are charge...
How do I enter an Offline Donation? Updated
The Enter Offline Donation page allows you to record cash, check, or other donations acquired outside of GiveSmart Fundraise in order to update campaign totals and record donor contact information. Where will Offline Donations appear? Any do...
How do I create short links for donation pages?
All donation forms have an automatically generated short link provided for you. The first way to find the link is to click on one of the form types in the navigation menu at the top, such as Fundraising > Text to Donate . If you have already c...
How do I edit my social share setting for donation pages and online forms?
Go to: https://developers.facebook.com/tools/debug/ Cut and paste your page URL (e.g. https://fundraise.givesmart.com/e/dGHNpQ ) and click Debug . If a logo is not appearing correctly try uploading a 500x500 logo to your form. (You can h...
How do I move the Online Form so it won't cover part of my image?
If the form covers the key element in your background image, you can change the placement of the form from the Center of the page to Left or Right. Make this change from within the Activity design in Logo and Branding . ...
How do I set or change the goal for my activity and campaign?
Campaigns are made up of Activities. Those activities have their own goals, whether it is the main donation amount you wish to collect, the Crowdfunding and Peer-to-Peer Fundraising, or the amount from your Corporate Sponsorship form, etc. If you...
How do I remove the default donation box on my form? New
Perhaps you've added custom form elements to your form such as Items or a Drop Down , or, you have a Ticketing form where you'd like to remove the additional donation option. You've found that hiding the Suggested Amounts section does ...
How do we set up a subscription form for our website?
Supporters can subscribe to receive text messages from your organization through a subscription form that can easily be embedded on your website. The Subscription form is located within the main menu on the left within a campaign. On the next...
Why are my Suggested Amounts Buttons not Showing? New
Your Suggested Amounts section is set to Show, but the buttons are not appearing on the form. NOTE: The Suggested Amounts section and buttons cannot be used in conjunction with a Calculated element (Derived Amount). In other words, ...
How does a non-profit collect numbers for their constituent lists?
There are three ways tax-exempt organizations can build lists of mobile subscribers: Upload lists of supporter mobile numbers and send required notification text message. To learn how to upload a list, click here . Embed a mobile subscription ...
How do I enable Email Notifications on a Form?
If you want certain users in your organization to be alerted when a form is completed, navigate to your form's configuration and expand the Receipts and Notifications section . To enable email notifications, check the 'Email' box by Notify R...
How to make the form logo bigger
The default displayed image size for the logo at the top of your forms is a maximum of 470 x 100 pixels. Anything larger than this will be reduced to fit these dimensions. For more on image sizes, click here . But you want a bigger image for the...
Keyword Page (Activity Setup Page)
Every activity created within GiveSmart Fundraise starts with the Keyword Setup page. When you create an activity , you will be required to associate it with a keyword which acts as a unique identifier for that activity. If you plan to use text...
Logo and Branding Section
Designing any form in an activity starts with the Logo and Branding section. This section allows you to personalize the overall look of your forms at the form level. It will inherit the settings and images from Shared Settings and/or the Campaign Se...
Mailing List Subscription Explained
What is the Mailing List Subscription found on the Confirmation Page and the Activity Landing Page ? This feature allows you to collect either the supporter's mobile number or email address so you can start sending them messages. Their e...
Moving Form Elements
You have a detailed form element, and you realize it is in the wrong place on your form. Or you just want to rearrange the visible elements on your form. With the Move Form command you can further personalize your forms to that exact look you desi...
Payment Information Section
This is the section of your form design where your donors enter their method of payment. While you can configure several elements to this section, some elements are required, as described below. If you do not have PayPal or Apple Pay enabl...
How do I add a Check or Pledge Option to a Payment Form? (Pay Later) Updated
Considerations (Read before continuing) By default, GiveSmart Fundraise payment forms cannot be submitted without a monetary transaction being made. However, if you are looking to set up a payment form that allows someone to skip a monetary paymen...
Reuse, Move or Reassign a keyword to a new activity
A keyword can be moved or reassigned to a new Campaign. Rename the Keyword that you wish to reuse. Click on the existing Campaign Then click the name of the Activity Finally, update the Keyword - A simple way to change it is to add the yea...
Rich Text Editor
In most of the areas where you can edit text in your GiveSmart Fundraise account, you may have the option to use the Rich Text editor so that you can format the text, add images and/or video, add custom elements, change the text color and more. Poss...
Tribute Gifts (In Honor / Memoriam / Birthday / Shout Outs)
Add a section to your forms to allow a donor to dedicate their donation to someone else. Whether it is in memory or in honor of someone, a shout out or a birthday wish, your donors can easily provide that tribute and send an ecard or email letting...
What happens if one of my donors text the wrong keyword?
If your donor accidentally texts a wrong keyword they will most likely receive an "Invalid Keyword" message. If your donor accidentally texts a wrong keyword that is registered to another nonprofit organization they will receive the other organi...
What is the Payment Section Visibility option?
In any Payment Information section, within a form such as Ticketing, there is a selection called Payment Section Visibility. This allows you to have a form that can be submitted with or without a monetary value. For example, if you had a ticketin...