Popular Articles

  1. Training and Certification

    Learn about your GiveSmart Fundraise account to make the most of it and earn certification! Note : Training is currently undergoing changes. Therefore Live Training is phasing out for a more personalized one-on-one style of training as well as ma...
  2.  Navigation and Reporting Training

    The GiveSmart Fundraise Fundamentals series of training sessions take you through the most common usage of a GiveSmart Fundraise account, through four different sessions. After every session, you can take a quick quiz to challenge your skills. For m...
  3. Setting Up and Using Your Merchant Account / Direct Deposit / Electronic Funds Transfer (EFT)

    You just signed up for GiveSmart Fundraise. You're ready and excited to start promoting your GiveSmart Fundraise donation page. The last step in getting a fully functional GiveSmart Fundraise account is to sign up for a merchant account so you w...
  4. Image Sizes

    Image sizes on the forms will often stretch or shrink as needed, but it is recommended to have any image in your form be least a width of 476 pixels or more, so that other sites that may share image from your forms, like Facebook, will display them ...
  5. How can I use PayPal for Recurring Donations

    In order to automatically initiate recurring donations via PayPal - not asking the donor to go through PayPal every time - you need to have Reference Transactions enabled by PayPal for your account.  Before you set PayPal to accept Recurring...
  6. Using the Merchant Center

    Merchant Center: The Merchant Center is the name of the reporting module that is linked to your merchant account. You can use the merchant center to access transaction/deposit reporting, order credit card swipers, and process refunds/voids. Acces...
  7.  Event Page Design

    The Event page is a standalone web page with a singular focus created specifically for an event. It is where visitors land after clicking on an email, ad, web search or social media link about your event. It provides key information about the event ...
  8. Search Transactions

    Your organization can access donation and donor information in real-time and export a report of donations and donor information that you have collected in your various activities. You can include multiple types of donations in one report while filte...
  9. Users Account Settings

    GiveSmart Fundraise supports an unlimited number of users on your account. If there are others in your organization that need access to the platform you can easily add additional users. From the Users category, you can create new users, edit existin...
  10. Receipts and Notifications Section

    The Receipts and Notifications section of your form configuration allows you to control the automated communication with your constituents. You can choose to use both texting (SMS) and/or Email. Both forms of notification are enabled by default. T...