Navigation and Reporting Training

The GiveSmart Fundraise Fundamentals series of training sessions take you through the most common usage of a GiveSmart Fundraise account, through four different sessions.  For more on the  classes/recordings, click here.

Get to know your GiveSmart Fundraise account! Take a tour of the application, discuss ways to use the different functions within your account, and how you can see the health of your accounts from the dashboard, within a campaign, and through basic reporting. We will define specific phrases and concepts to get you comfortable using your account.

Navigation and Reporting Class

Please note that the user interface has recently changed within GiveSmart Fundraise and the initial menuing will be different from what is currently in the video. Once past the initial navigation steps, the rest of the material should still be viable.

For more information, review the enhanced navigation here.

We will update the video to reflect this change as soon as possible.

Further Study

  • Watch the other Fundamental level classes here.
  • Take a quick tour of GiveSmart Fundraise here.
  •  See a cheat sheet of what is where in GiveSmart Fundraise, found here.
  • Learn about setting up your Website Donation form here.