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One of the most important aspects of the Campaign or Activity Landing Page is the Image Hero Section , which is what a visitor will first see when they visit your page. Upload a Background Image To upload a background image, select the Edi...
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A Global User is a user with single sign-on (SSO) access to multiple products. If your organization has a bundled account structure, you may have access to the full GiveSmart product suite which can include the GiveSmart Fundraise , Events ,...
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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 ...
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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...
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One-Time Passcode (OTP, formerly known as Multi-Factor Authentication ) is a security measure that will help verify your donors' identity and safeguard their payment details. This security feature is enabled by request to Support, and can eithe...
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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...
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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...
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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...
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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...
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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...