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Fundraise Knowledge Center

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  • Home
  • Glossary
  • Training
    • Strategies
      • Fundraising Inspiration and Resources
      •  #GivingTuesday Kit
      •  Year-End Giving Toolkit
      • Keyword StrategiesUpdated
    • Training
    •  Navigation and Reporting Training
    •  Text to Donate Activities Training
    •  Create a Crowdfunding and Peer-to-Peer Fundraiser
    •  Texting and Communication Training
    •  Beyond the Basics Training: Corporate Sponsorships
    •  Ticketing Training
    •  Activity Landing Page Training
    •  Analytics and Reporting Training
  • Setup & Settings
    • Account Settings
      • Apple Pay
      • Billing Account Settings
      • Can I choose types of credit cards to accept?
      • Connecting to Your PayPal Account
      • Corporate Donation Matching
      • Fundraiser Account Settings
      •  GiveSmart Fundraise Settings
      • Google Pay
      • How can I use PayPal for Recurring Donations
      • How do I edit the organization short name?
      • Integrations Account Settings
      • Multi-Factor Authentication
      • Order History Account Settings
      • Organization Account Settings
      • PayPal and Venmo
      • PayPal and Venmo FAQ
      • QR Codes Account Settings
      • Receipts and Notifications Account Settings
      • Shared Settings Account Settings
      • Submit a Product Suggestion
      • Twitter Integration
      • Users Account Settings
      • User Security Settings
      • Year-End Consolidated Receipts
      • Why are my donors not receiving Email Receipts?
    • Billing
      • GiveSmart Fundraise Subscription Payment Receipts
      • Updating GiveSmart Fundraise Subscription Payments
      • When does our contract renew or expire?
      • What if we want to cancel our account?
    • General & FAQ
      • Archive Forms
      • Are donor and supporter mobile phone numbers automatically collected?
      • Changing User Profile Settings
      • Changing Your Password
      • Collapsing Navigation Bar
      • Do donors receive donation confirmations or acknowledgements?
      • Editing and Resizing Images
      • GiveSmart Fundraise Login
      • GiveSmart Product Accessibility Assessment
      • How do I delete a keyword or campaign?
      • How long does it take for a keyword to be live or turned on?
      • Image Sizes
      • Query String Parameters
      • Quick Start Account Checklist
      • Salesforce Integration
      • Security Reminders
      • Global Admin FAQs
      • Thermometer Types and Features in GiveSmart Fundraise
      • Tips, Rules and Requirements
      • User Roles and PermissionsUpdated
      • GiveSmart Fundraise API Documentation and Keys
      • How do I map my GiveSmart payment form to a Salesforce Campaign?
      • What is a Global User?New
    • Merchant Services
      • What are the Processing Fees associated with my Merchant Account?
      • How are collected donations transmitted to my bank account
      • Equipment Rentals
      • How do I swipe or scan credit cards at my event?
      • How will fees be charged if I have a merchant account?
      • Is my merchant account PCI Compliant?
      • Issue a Refund or Void
      • Merchant Account Application - Voided Check or Bank Letter
      • Merchant Account FAQs
      • Reconcile GiveSmart Fundraise Transactions in the Merchant Center
      • Credit Card Testing Explained
      • Using the Merchant Center
      • When do nonprofit organizations receive collected donations?
      • Can I transfer Recurring Donations from a different platform to my GiveSmart Merchant Account?
    • Product Updates
      • 2024 Q4
      • 2024 Q3
      • 2024 Q2
      • 2024 Q1
      • Donor CRM: Automate Tracking Donors, Thank You Letters, and Retaining Them to Give Again
      • GiveSmart Applications FAQ
      • Product Update Archive
        • 2023 Q4
        • 2023 Q3
        • 2023 Q1 & Q2
        • 2022 Q4
        • Release Notes 2022 Q3 (July through September)
        • Release Notes 2022 Q2 (April through June)
    • Utilities
      • Promotional Codes
        • Promotional Codes
    • What Payment Methods are accepted through GiveSmart Fundraise Forms?
  • Campaigns & Activities
    • Activities
      • Create an Activity
      • Copying Activities
      • Creating a GiveSmart Events Activity
      • Where can I find the Public Link to my Forms?
      • How do I stop new donations, purchases, or form submissions?
      • Why is my keyword Superseded?
      • Error Message - Keyword String Already Taken
    • Campaigns
      • Campaign Activity Actions
      • Creating a Campaign
      • How do I change an existing Campaign name or description?
      • What do the colors on the campaign tiles mean?
      • What is on the Campaign Activities Dashboard?
    • Corporate Sponsorship
      • Corporate Sponsorship Activity Design
      • Confirmation Page (Corporate Sponsorships)
      • Contact Information Section (Corporate Sponsorships)
      • Form Submit Section (Corporate Sponsorships)
      • Logo and Branding Section (Corporate Sponsorships)
      • Payment Information (Corporate Sponsorships)
      • Recurring Donations Section (Corporate Sponsorship)
      • Sponsorship Using Donation Buttons
      • Sponsorship Using Item Form Element
      • Sponsorship Using Manual Creation
      • Sponsorship Using Manual Donation Amount
      • Suggested Amounts Section (Corporate Sponsorships)
    • Edit Campaign DetailsUpdated
    • Crowdfunding and Peer-to-Peer Fundraising
      •  Set Up a Crowdfunding and Peer to Peer Activity
      • Adding a Description to Sign Up on the Donation Form
      • Confirmation Page
      • Create Crowdfunding and Peer to Peer Teams
      •  Crowdfunding and Peer to Peer Campaign Quick Setup Video
      • Crowdfunding and Peer-to-Peer Fundraising - Keyword (Activity) Setup
      • Crowdfunding and Peer-to-Peer Fundraising Sign Up Form Design
      • Crowdfunding Form Submit Section
      • Donor Experience with Crowdfunding and Peer-to-Peer Fundraising
      • Fundraiser Dashboard
      •  Fundraiser Signup Walkthrough
      • Fundraising Page - Banner
      • Fundraising Page Design
      • Fundraising Page - Media Carousel
      • How can a fundraiser edit their personal fundraising page?
      • How do I edit the Social Media Settings for a Crowdfunding and Peer to Peer Activity?
      •  How does an individual fundraiser set up, edit and promote a crowdfunding page?Updated
      • How to Use Crowdfunding for a Paid Registration Event
      • Leaderboards
      • Logo & Branding (Crowdfunding Fundraising Page, Theme 1)
      • Managing Offline Donations
      • Mobile Experience
      • Reports for your Crowdfunding and Peer-to-Peer Fundraising
      • Setting Up and Editing Fundraisers
      • Sign Up Form - Logo and Branding
      • Units Based Goals
      • How do I assign a Peer Fundraiser to a Team?New
    • General & FAQ
      • Customer Learning Opportunities
      • Add Agree to Terms Element
      • Add Checkbox Element
      • Add Date Element
      • Add Drop-Down Element
      • Add Hidden Element
      • Add Item ElementUpdated
      • Add or Manage Sections
      • Add Text Element
      • Bulk Offline Uploading
      • Confirmation Page
      • Copying Form Elements
      • Copying Forms
      • Create a Survey Activity
      • Embed Code Section
      • Embedding a Form into a website
      • Footer Message Section
      • Form Submit Section
      • How can I add a custom message to my Thank You page?
      • How can I let my donors cover the Processing Fee?
      • How do I enter an Offline Donation?
      • How do I create short links for donation pages?
      • How do I edit my social share setting for donation pages and online forms?
      • How do I move the Online Form so it won't cover part of my image?
      • Set or Edit a Campaign and Activity GoalUpdated
      • How do I remove the default donation box on my form?New
      • How do we set up a subscription form for our website?
      • Why are my Suggested Amounts Buttons not Showing?
      • How does a non-profit collect numbers for their constituent lists?
      • How do I enable Email Notifications on a Form?
      • How to make the form logo bigger
      • Keyword Page (Activity Setup Page)
      • Logo and Branding Section
      • Mailing List Subscription Explained
      • Moving Form Elements
      • Payment Information Section
      • How do I add a Check or Pledge Option to a Payment Form? (Pay Later)
      •  Reuse, Move or Reassign a keyword to a new activity
      • Rich Text Editor
      •  Tribute Gifts (In Honor / Memoriam / Birthday / Shout Outs)
      • What happens if one of my donors text the wrong keyword?
      • What is the Payment Section Visibility option?
      • Add Radio Button ElementNew
    • GiveLater
      • Using Your GiveLater Form
    • Landing Pages
      •  Activity Landing Page Design
      • Activity Landing Page Add Sections
      •  Activity Landing Page Banner Section
      • Activity Landing Page Event Details Section
      • Activity Landing Page Footer Section
      • Activity Landing Page Image Hero Section
      • Activity Landing Page Impact Section
      • Activity Landing Page Keyword Section
      • Activity Landing Page Live Event Section
      •  Activity Landing Page Logo & Branding Section
      • Activity Landing Page Progress Section
      • Activity Landing Page Social Sharing Section
      • Activity Landing Page Sponsors Section
      •  Activity Landing Page Theme Section
      • Activity Landing Page Tips and FAQs
      • Campaign Landing Page
      • Landing Page - Add Recorded or Livestream Videos
      • Landing Page Image Hero - Uploading a BackgroundNew
    • Live Event Assistance
      • Can multiple event producers use our account if our organization is the beneficiary of their event?
      • Templates for Table Tent Artwork
      • Template Powerpoint Instruction Slide
    • Membership
      • Logo and Branding Section (Membership)
    • Payment Form
      • Logo and Branding Section (Payment Form)
    • Petition
      • Logo and Branding Section (Petition)
    • Registration
      • Registration Activity Design
      • Confirmation Page (Registration)
      • Contact Information Section (Registration)
      • Creating RSVP Forms
      • Form Submit Section (Registration)
      • Logo and Branding Section (Registration)
      • Payment Information (Registration)
      • Recurring Donations Section (Registration)
      • Registration Using an RSVP Section
      • Suggested Amounts Section (Registration)
    • SMS Subscription
      • Set Up a Text to Subscribe (SMS) Activity
      • Edit Automated Text Message Responses
      • How can people subscribe to receive text messages?
    • Survey
      • Survey Activity Design
      • Contact Information Section (Survey)
      • Form Submit Section (Survey)
      • Logo and Branding Section (Survey)
    • Text to Donate Fundraising
      •  Text to Donate Activity Design
      • Add Calculated Element
      • Add Form Elements
      •  Basic Disaster Relief Campaign
      •  Configure receipts for donors' tax deductible donations
      • Contact Information Section
      • Automatic Fulfillment Reminders
      • Corporate Donation Matching
      • Create New Form
      • Customizing Text Message Responses
      • Customizing the Automated Text Message Response
      • Dynamic Actions
      • Dynamic Actions Example - Checkbox
      • Dynamic Actions Example - Drop-Down Menus
      •  How to Enter a Donation
      • How to Add a Donation Form to Your Facebook Page
      • International Donations
      • Logo and Branding Section (Text to Donate)
      • How to Change the Keyword Reply LinkUpdated
      • QR Codes
      • Receipts and Notifications Section
      • Recurring Donations Section
      • Suggested Amounts Section
      • What is Give Later?
      • What is the best practice for a mobile fundraising call to action in print and online?
    • Thermometer
      •  Setting Up a Fundraising Event Form & Thermometer
      • Display the Fundraising Thermometer On-Screen
      • How do I enter checks, cash and matching gifts so they show up on the fundraising thermometer?
      • How do I find the URL link to my fundraising thermometer?
      • How do I personalize or edit my fundraising thermometer?
      • How do I remove pledges from the thermometer?
      • Name Length on the Thermometer
      • Reset Fundraising Thermometer
      • Using the Fundraising Thermometer page as just a donor wall
    • Ticketing
      • Set Up a Ticketing Activity
      • Ticketing Activity Design
      • Ticketing - Manage Guests
      • Ticketing Check-In
      • Card on File
      • Collect Guest Info
      • Logo and Branding Section (Ticketing)
      • Raffles
    • Volunteer Signup
      • Volunteer Signup Design
      • Creating a Volunteer Signup Form
      • Logo and Branding Section (Volunteer Signup)
    • Website Donation Form
      •  How Do I Set Up my Website Donation Form?
      • How do I embed my Website Donation Form?
      • Best Practices for adding your GiveSmart Fundraise Donation Page to Your Website
  • People
    • Contacts
      • Create Lists from Contacts
      • Donor Portal
      • Edit a Supporter's NameUpdated
      • Send Consolidated Year End Tax Information to One Supporter
    • Lists
      • How do I add numbers to a list?
      •  How to Upload and Validate Mobile Numbers
      • How will I know when my mobile validation list has uploaded?
      • Manage Lists: Mobile Subscribers
      • Remove Contacts from a List
  • Message Center
    • Text
      •  How do I send a text message?
      • Enhanced Text Messaging
      • How can donors unsubscribe from receiving text messages?
      • How can I see the message my supporters text with a keyword?
      • How do I keep track of text messages sent, scheduled and received?
      • How many messages should people expect to receive?
      • How many text messages can we send per month?
      • Long-form Text Messages
      • Personalized Text Messages
      • Sharing Content via Text Messages
      • Telephone Consumer Protection Act (TCPA) Fact Sheet for Non-Profits
      • Text Analytics
      • What compliance or disclaimer language do I legally need?
      • What is a shortcode?Updated
      • Why only 134 Characters for my text message?
      • Video Previews in Text Messages
    • Email
      • Email Design Studio
      • Connecting a Constant Contact Account to your GiveSmart Fundraise Account
      • Syncing Existing Contact Lists between Constant Contact and GiveSmart Fundraise
      • Designing and Sending Emails with the Email Design Studio
      • Email Reporting
    • In-App
      • In-App Messaging for Crowdfunding and Peer-to-Peer Fundraising
  • Reporting
    • Activity Keywords
    • Campaign Metrics
    • Email Reporting
    • Export from GiveSmart Fundraise to GiveSmart Donor CRM
    • How do I export the results of a Non Payment Form
    • How do I Move Pledges or Donations?
    • Manage Pledges
    • Pledged, Pending, and Collected Donations
    • Resend and Download Receipts
    • Saved ReportsUpdated
    • Search Transactions
    • Connecting Google Analytics to GiveSmart Fundraise
    • Text Analytics
    • What donor information is exported in a donation report?
    • Why is there no mobile number for failed credit card donations?
    • What is a Donor Profile?
    • Recurring Donations
      • Manage Recurring Donations
      • Recurring Donation Reporting
      • How do I get notified of a failed recurring donation?
      • How does Recurring Giving work on donation forms?
      • How do I unsubscribe a donor from recurring gift notifications?New
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