New Articles

  1. CRM: Bulk Edit Records

    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...
  2. Fundraising Inspiration and Resources

    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 ...
  3. CRM: Technical Support Services

    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...
  4. 2023 Q3

    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 ...
  5. CRM: Automated Data Sync Donor Profiles

    Donor profiles that are created in Donor CRM through the automated data sync process will match based on the GiveSmart Fundraise or Events Donor ID and will compare that to the email & phone number the donor uses when completing a new transactio...
  6. Security Reminders

    Our short code provider prohibits sending any content that is illegal, harmful, unwanted, inappropriate, objectionable, confirmed to be criminal misinformation, or otherwise poses a threat to the public, even if the content is permissible by law.&nb...
  7. CRM: Client Settings

    Client settings can be found by clicking on your username in the top right, and selecting Client Settings from the drop down.  General Settings Under General Settings, you can establish the date format, view subscription information ...
  8. CRM: Quick vs Advanced Filters

    Quick and advanced filters are available when viewing the Gift and Contact listings.   Quick Filters:  allow you to quickly search based on basic information such as dates, name, address, or tags Advanced Filters: are set up by s...
  9. CRM: Automated Data Sync

    Automatically sync your donor and transaction data from GiveSmart Events & Fundraise to GiveSmart Donor CRM.  This unidirectional sync provides accurate and actionable insights of your GiveSmart fundraising activity and reduces administrati...
  10. CRM: Automated Data Sync FAQs

    If I need to modify a transaction, where should I make this modification?  Transactions should be modified from their source point.  A transaction should not be modified in GiveSmart Donor CRM if it originated in either GiveSmart Events ...