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How do I add PayPal and Venmo as payment options for my donors? Your donors can pay by either PayPal or Venmo on GiveSmart Fundraise payment forms once you sync your GiveSmart Fundraise account with your PayPal Business Account. To do so, go int...
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Created On: 04/12/2024
in Donor CRM
GiveSmart Donor CRM has multiple options for emailing your contacts. From gift thank you's to email marketing campaigns, we have you covered. To locate the communication options, from the left navigation select Communicatio...
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Created On: 03/28/2024
in Donor CRM
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 ...
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Created On: 03/04/2024
in Donor CRM 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...
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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...
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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...
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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...
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Created On: 12/04/2023
in Donor CRM 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...
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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...