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When you click on your campaign, you are taken to the Campaign Activities page. This will show all the activities or forms that you have created within this campaign. In the upper right, you can create new activities from this page. The main s...
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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 NPSP instance as Opportunities. Once the field mappings are established and the syn...
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Published On: 07/25/2017
in Reporting Recurring Donations 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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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 People Contacts
Constituent details are stored in GiveSmart Fundraise within a Donor Profile . The Donor Profile aggregates donor data collected under a unique phone number and/or email address. NOTE: Edits to a donor's profile will not impact transaction ...
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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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Supporters who have pledged to donate will fulfill their pledge 70-80% of the time when reminders are sent. GiveSmart Fundraise's pledging functionality works in conjunction with Text to Donate, where a supporter can initiate a pledge by texting y...
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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 ...