New Articles

  1. 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 ...
  2. 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...
  3. 2023 Q4

    October 1 - December 31 GiveSmart Events Improvements Phone Number Validation:   in all locations where a phone number is being entered, new parameters have been implemented to ensure the number being entered is valid.  Ticket Order...
  4. 2024 Q1

    Jan 1 - Mar 31 GiveSmart Events New Feature GiveSmart Item Shop:   GiveSmart has a new partnership which offers a curate, best-selling, highly-vetted collection of vacations, sports & memorabilia, experiences and jewelry to help you ma...
  5. Submit a Product Suggestion

    Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs.  If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we wa...
  6. 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...
  7. 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  ...
  8. 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...
  9. 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...
  10. 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...