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Created On: 05/09/2023
in Donor CRM GiveSmart Donor CRM allows you to efficiently merge potential donor contacts in the module. Review potential duplicates at different risk levels and compare and select contact information to retain prior to merging, providing you the ability t...
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Created On: 05/09/2023
in Donor CRM Watch this video to learn about the dashboard on your GiveSmart Donor CRM account. Dashboard Containers Total Raised Year to Date Quick total of funds raised year to date Quick Actions Link to Invite a Team Member Link to Add...
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Created On: 05/09/2023
in Donor CRM Watch this video to learn how to add a signature image to your GiveSmart Donor CRM account. Add Signature to Email Template From the left navigation select Gifts > Send Gift Thank Yous From the dropdown at the top, click on the Edi...
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Looking for more ways to learn how to maximize your GiveSmart subscription? Look no further! Our Marketing team has the answers and inspiration you are looking for. Our GiveSmart team and partners have a wealth of fundraising...
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Created On: 01/11/2023
in Donor CRM GiveSmart Donor CRM Data Conversion When you add GiveSmart Donor CRM, our Services Team will perform your data conversion to get all of your external data into Donor CRM. However there are still a few items that will need to be completed by y...
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Created On: 01/11/2023
in Donor CRM To embed a DonorCRM form within your existing webpage, you will need to share the code found below with your web designer. Once an online form is created within DonorCRM, the URL generated from the form can be placed into the block of code l...
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Created On: 01/11/2023
in Donor CRM Transferring Data from Popular Data Sources The GiveSmart implementation staff has extensive experience converting Fundraising CRM data from a wide variety of data sources, including other CRM systems. While we expect the data to be provided in CS...
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Created On: 01/11/2023
in Donor CRM Contact Cleanup Make sure all contacts and gift records have a matching ID (Donor_ID) as this is how the gift will be associated with the contact record. The Donor_ID is typically numeric, for example if you had 1,000 donors the Donor_ID wou...
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Created On: 12/20/2022
in Donor CRM It's the end of the calendar year, your fiscal year, or both, and it is time to send year end thank you notes to all your supporters for the year. While you can send regular Thank You notes using the Send Gift Thank Yous as outlined here , we h...
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Created On: 10/28/2022
in Reporting You can copy your reporting data from GiveSmart Fundraise to GiveSmart Donor CRM with a few simple clicks. Exporting Donor Data from GiveSmart Fundraise The first step is to gather your data from GiveSmart Fundraise. This is similar to any other S...