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Create a Survey Activity

Created On: 05/30/2023 in Campaigns & Activities General & FAQ

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...
How does a non-profit collect numbers for their constituent lists?

Created On: 05/30/2023 in Campaigns & Activities General & FAQ

There are three ways tax-exempt organizations can build lists of mobile subscribers: Upload lists of supporter mobile numbers and send required notification text message. To learn how to upload a list, click here . Embed a mobile subscription ...
Create an Activity

Created On: 05/30/2023 in Campaigns & Activities Activities

Activities are created within a campaign and are used to create and organize forms. An activity can be created by selecting New Activity from the dashboard, clicking the + icon on a campaign card or by selecting New Activity from within a ...
Creating a GiveSmart Events Activity

Created On: 05/26/2023 in Campaigns & Activities Activities

If your organization has a linked GiveSmart Events account, you can create new GS Event Site activities as part of a campaign. Important to Note : Only a Global Admin on GiveSmart Fundraise will have the ability to create a GS Events Site...
Campaign Landing Page

Created On: 05/16/2023 in Campaigns & Activities Landing Pages

How to create a campaign landing page
Corporate Donation Matching

Created On: 05/09/2023 in Campaigns & Activities Text to Donate Fundraising

Double the Donation helps nonprofits double the impact of contributions by streamlining the gift match process, saving valuable time for you and your donors. While thousands of companies have a matching gifts program, many of employees’ ...
CRM: Smart Donor Score vs DonorSearch

Created On: 05/09/2023 in Donor CRM

Watch this video to learn the difference between the Smart Donor Score and DonorSearch results. ...
CRM: Run a Solicitation Analysis

Created On: 05/09/2023 in Donor CRM

Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...
CRM: Activities & Task Management

Created On: 05/09/2023 in Donor CRM

Watch this video to learn about activities and task management capabilities in your GiveSmart Donor CRM account. View Admin Activities Personal activities can be viewed from the Dashboard. Scroll to the Activities section to view al...
CRM: Edit an Individual Record

Created On: 05/09/2023 in Donor CRM

Watch this video to learn how to edit a record in your GiveSmart Donor CRM account. Steps to edit a contact record In the Search bar in the upper left corner, type the name of the record Select the record from the drop...