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Published On: 08/20/2017
in Setup & Settings General & FAQ How does it work? The GiveSmart Fundraise Salesforce integration is a daily automated API sync, which syncs newly settled transactions to your Salesforce instance as Opportunities. Once the field mappings are established and the sync activ...
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Created On: 07/26/2017
in Reporting Non Payment forms may be anything from an RSVP or Reservation to an Event, a Survey, Signup, Petition or many other things. You probably want to view the results of those forms! The process is the same as provided in the Search Transactions docu...
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Published On: 07/25/2017
in Reporting As a GiveSmart Fundraise user, you can choose to receive an email notification when a recurring donation fails to bill. This email will include details about the recurring donation so you can reach out to the donor to help update their card informat...
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Campaign Names can be changed directly on the Campaign tile on the dashboard by moving your mouse over the Campaign and then clicking on the Pencil icon in the middle and editing the Campaign title. The title and description can be changed by c...
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Your organization short name appears on auto-reply text messages that your supporters see after making donations. It is also used as a Twitter hashtag if a donor taps the twitter button on the donation Thank You page. Your short name is limited t...
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Published On: 07/25/2017
in People Contacts Your constituent's details are stored in GiveSmart Fundraise by their Phone Number. If anything else changes, such as they have a new address or they've changed their name, you can modify their record yourself. Find the donor's record To change co...
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Published On: 07/24/2017
in Setup & Settings General & FAQ If you're connecting GiveSmart Fundraise to a supported 3rd party application, an API key may be required. This article details how to retrieve your private API key from your GiveSmart Fundraise account. NOTE: Only users with Admin privileges i...
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There are several ways to get to the Thermometer. The most common ways are from the Thermometer menu and from the Activity / Keyword form page. Option 1: Navigation Menu In the left navigation menu, click on Activity Landing Pages. The Public ...
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There are three ways people can subscribe to receive text messages. Each of these subscription methods is TCPA compliant . 1. Upload a list of supporters. To learn how to upload a list, click here . When the first text message is sent...
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We often have clients with multiple events per year, produced by different parties, but all benefiting the same nonprofit organization. We hope you use your GiveSmart Fundraise account for as many fundraising opportunities as possible! Option 1: ...