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Created On: 11/22/2023
in Donor CRM 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
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Created On: 11/09/2023
in Donor CRM 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...
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Created On: 10/25/2023
in Donor CRM 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...
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Created On: 10/24/2023
in Donor CRM 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...
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Revenue paid by credit card that was generated in the GiveSmart Fundraise module can be reconciled by reviewing both the transaction report within in GiveSmart Fundraise and the Merchant Center in CardPointe. GiveSmart Fundraise R...
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Double the Donation helps nonprofits double the impact of contributions by streamlining the gift match process, saving valuable time for you and your donors. While thousands of companies have a matching gifts program, many of employees’ ...
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Created On: 09/18/2023
in Donor CRM Contact records can be bulk edited to apply or remove tags, delete records or merge 2 or more records. Locate the bulk action feature by selecting Donors & Contacts from the left navigation, and select Contact Listing from the drop...
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Created On: 09/08/2023
in Training Strategies Looking for inspiration for your next campaign or curious about the latest trends? Our Marketing Team has the answers and inspiration you're looking for! GiveSmart.com has a wealth of information. Everything from the latest ...
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Created On: 08/30/2023
in Donor CRM Customer Support Normal business hours are: Monday through Friday 7:00 am to 4:00pm Pacific Time. Email: givesmart-help@communitybrands.com GiveSmart Donor CRM Help Center Find technical guides and training videos in the GiveSmart Donor CR...
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July 1 - September 30 GiveSmart Events Improvements Pin Reset Improvements: Pin codes will now be a combination of 6 letters or numbers. Letters and numbers of similar appearance have been excluded (EX: 1 & l). Single Sign-On ...