Quick Start Account Checklist

You've just signed up with GiveSmart Fundraise. Your event is days away. Here are the absolute basics you need to get ready for your event. Click each button to be taken to the instructions. 

Create a Merchant Account

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• You need a way to collect and process donations made by credit card. This is by far the most imperative component to set up.
• View the Merchant Account FAQ page here. 

Create a Donation Form with a Keyword

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• The Text to Donate activity will create your Donation form for your event. You can use this anywhere you want, and as you create it, you will be given a link to the form suitable for sharing to social media, texting, etc.
• More importantly, you will also create a Keyword that supporters can text to initiate the giving process at your event. 

Personalize your Thermometer

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• As part of the Text to Donate process, you can create a Fundraising Thermometer to project onto a screen at your event.
• The Fundraising Thermometer significantly enhances your event, allowing donors to see their name and donation amount displayed. 

Get Trained

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• We know you're in a hurry. Check out our training courses to take you through the fundamentals of your GiveSmart Fundraise account.