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Created On: 08/09/2023
in Donor CRM 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 ...
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Created On: 08/09/2023
in Donor CRM 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...
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Created On: 07/31/2023
in Donor CRM 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...
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Created On: 07/21/2023
in Donor CRM 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 ...
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You've created a Fundraising or Crowdfunding activity with special graphics, customized forms, and specific settings that you now want to use for a different campaign, such as from one year's event to another. All you need to do is copy the ...
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Google Pay gives your supporters an alternative payment option. This provides them the convenience of more options to donate how they want: Credit/Debit, PayPal , Google Pay and Apple Pay. If you have a Card Connect payment processor, then yo...
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Interoperability Improvements These improvements are applicable for customers who own 2 or more GiveSmart modules. To see improvements for GiveSmart Events, click here . Create an Events Activity in Fundraise Updated New Activit...
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Interoperability Improvements These improvements are applicable for customers who own 2 or more GiveSmart modules. To see improvements for GiveSmart Events, click here . Donor CRM: End of Year Thank You Letters Provide the capability ...
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Supporters can subscribe to receive text messages from your organization through a subscription form that can easily be embedded on your website. The Subscription form is located within the main menu on the left within a campaign. O...
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Surveys are great ways to engage your supporters. You can personalize your surveys to find out why your supporters are interested in your organization to tailor your communication campaigns and much more. Surveys are generally designed in two parts...