Popular Articles

  1.  Analytics and Reporting Training

    The GiveSmart Fundraise Intermediate series of training sessions build on the Fundamentals with four additional sessions/topics, so you can make the most out of your GiveSmart Fundraise account. For more on the recordings, click here . To learn mo...
  2. What donor information is exported in a donation report?

    Donation forms can be customized with unlimited fields for donor data collection. All donor data can be exported so you can sort it and, if you'd like, upload it to your Customer relationship management (CRM) system. Common required donor data fiel...
  3.  Setting Up a Fundraising Event Form & Thermometer

    Build a strong emotional attachment to the giving process and thank your donors using the dynamic Fundraising Thermometer. Read below to learn how to display your fundraising goal, donation results, donor names and messages in real-time to increase ...
  4. Organization Account Settings

    The Organization section of your Account Settings provides key information about your organization that is used for both informational purposes as well as elements within various activities. Modify your Organization Settings Click on Settings Cl...
  5. Recurring Donation Reporting

    To retrieve a report of recurring donations, select Existing Reporting > Recurring Donations .  Adjust the filters at the top for  Type or Status , and click Search: Type:  Filter by recurring donations originating from either Fu...
  6. How can I let my donors cover the Processing Fee?

    You can configure an option to allow donors to help cover the credit card Processing Fees associated with their donation. When a donor opts in to help cover the fee, an amount is added to their intended donation to offset the fees that are charge...
  7. Activity Landing Page Sponsors Section

    This article will guide you through editing the Sponsors section on the Activity Landing Page (previously called the Event Page). If you are just starting to design your Activity Landing Page, you will likely want to start here . Showcase corpor...
  8. Enhanced Text Messaging

    The Enhanced Text Messaging package allows you to get even more out of your texting capabilities by letting you send text messages with your supporters' names, track how well the link in your text message is being received, and you can send longer...
  9. Saved Reports

    You can save your various reports and access them from one location under the Saved Reports tab under Existing Reporting > Search Transactions .  All filters such as the Date, Campaign, Form, or Amount you select will be saved, in addition to...
  10. How do I enter checks, cash and matching gifts so they show up on the fundraising thermometer?

    Donations received outside of mobile can be manually added to the Fundraising Thermometer. Option 1: Enter Offline Donations The preferred method would be to use the Enter Offline Donation page, as this will show all the donations in your GiveSmar...