-
Created On: 10/17/2024
in People Contacts The Donor Portal gives your donors direct access to their donation history within the selected organization. This allows them to view details and download receipts without the need to contact the organization. Accessing the Donor Portal There a...
-
October 1 - December 31 GiveSmart Events New Feature Multi-Factor Authentication: When a user tries to add a card to their account from either the My Info tab, an item, Self Check-In, or a text or email with the prompt to add a credit card ...
-
July 1 - September 30 GiveSmart Events Improvements Events App Swipes: Improves the read of the data when a swipe occurs. Org Hub Account Page : was updated to improve efficiency. It now features a link to the help center article on...
-
Last Updated: 1/8/25 Multi-Factor Authentication (MFA) is a security measure that will help verify your donors' identity and safeguard their payment details. This security feature is automatically enabled on all GiveSmart Fundraise payment form...
-
When attempting to create or save a new keyword, the error message ' Keyword String Already Taken ' means that the keyword you are trying to save is already in use by another organization. Keywords need to be unique, as all GiveSmart Fundraise or...
-
You have the Salesforce Integration with GiveSmart Fundraise , and would like to set up your GiveSmart form so that transactions made through that form will sync to a Campaign you've set up in Salesforce. This article details the steps needed to ma...
-
Created On: 09/09/2024
in Reporting
When you click on a donor's name when viewing the results of a GiveSmart Fundraise Transaction Report , Pledge Report , or List , it will open up their Donor Profile . This profile compiles some information that has been captured throughout yo...
-
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...
-
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, ...
-
GiveSmart Web Content Accessibility Compliance Statement : GiveSmart aspires to build an inclusive culture with our community. We are taking steps to ensure that web accessibility is part of our DNA as we develop, deliver,...