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Created On: 01/07/2022
in Setup & Settings Billing The Billing category will show you which GiveSmart Fundraise plan your organization is on and will provide helpful links and contacts to find information about your invoices. Click Settings (the Gear icon) on the top right. In the side menu, ...
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Your donors can reach your Crowdfunding and Peer-to-Peer Fundraising activity in a variety of ways: They can start on your main Fundraising Page where they can browse through teams and individual fundraisers From a friend or colleague supp...
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GiveSmart Fundraise keeps it simple with two main types of User account roles: Admin or User . Within each role, there are two permission levels: Finance and C ommunity Brands Products (SSO) which can be enabled per user. For more inform...
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When your supporter completes a Registration form, they are taken to a Confirmation page. This page thanks them and can provide action items. It is fully customizable with the settings below. To start, go to a Registration activity, and then sel...
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This article describes the specific settings to set up the Registration portion of a Registration activity. You will need to prepare the rest of the form using the Registration Activity Design article which includes key items to add to every Reg...
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This is the section where your donors put in their method of payment. If you do not have PayPal enabled on your account, this will be listed as Card Information instead of Payment Information. Section Heading This is where you can change th...
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Recurring Giving with Registration gives your registrants the option to continue to contribute to your cause. For more about how Recurring Donations function, click here . If you haven't read the Registration Design article, you will wan...
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The Suggested Amounts section allows you to choose what you would like for the three donation buttons on your form. For a Registration form, you will likely want to hide the buttons and only provide the manual entry for a donation. If you haven't r...
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Login at: https://fundraise.givesmart.com/ Alternatively, select Login at https://www.givesmart.com/ and select GiveSmart Fundraise. Tip: Bookmark https://fundraise.givesmart.com/ to be immediately taken to the login page for your GiveSm...
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When your donors donate, they will automatically be emailed a receipt of their donation after submitting a gift. Year-End Consolidated Receipts allow donors to receive a single summary of all their contributions within a year, perfect for...