Reporting

There are several ways you can collect information from your GiveSmart Fundraise account: Exporting Donations and Donor Info Campaign Metrics Crowdfunding and Peer-to-Peer Fundraising Email Reporting Text Message Tracking Recurring Donat...

When you create many different forms within several campaigns and activities, it can be difficult to remember the keyword.  Maybe you want to see which of your activities is doing the best. Or you just want a quick list of your keywords. With t...

When you click on a Campaign tile from the dashboard to go into the campaign, you will immediately see similar graphic metrics that you see on the dashboard. If you click on the Amount, it will expand to show you details about the Payment Method...

To view your email messages that have been sent, you will need to go to Message Center > Email And then click on the Outbox . The Outbox will show you: Which Campaign the message was sent from The Type of message The Title o...

You can copy your reporting data from GiveSmart Fundraise to GiveSmart Donor CRM with a few simple clicks. Exporting Donor Data from GiveSmart Fundraise The first step is to gather your data from GiveSmart Fundraise. This is similar to any other S...

Non Payment forms may be anything from an RSVP or Reservation to an Event, a Survey, Signup, Petition or many other things. You probably want to view the results of those forms! The process is the same as provided in the Search Transactions docume...

You can choose to receive a notification when a recurring donation fails to run. You could then reach out to the donor (aside from the automatic attempts our system makes) to ensure you collect a new payment method for their recurring donation. The ...

This page will provide you with interactive charts to quickly view the health of your campaigns. You can export images suitable for your presentations or reports and view where you are succeeding in different campaigns. Please note that Insights ar...

If a donor submitted a pledge or a donation to an incorrect activity, you have the ability to move it to the correct one. To do so, Go to Reporting > Manage Pledges and filter as needed, such as date or the originating keyword to mov...

The Manage Pledges reporting option lets you see everyone who has interacted with your activities, whether it is people who have donated, pledged, signed up to volunteer, etc. The Manage Pledges page allows you to view and export several key pieces ...

This article defines and describes what you can and cannot modify on a Recurring Donation. For security reasons, GiveSmart Fundraise Support Staff and Non-Profit Organizations cannot change or modify certain parts of an active Recurring Donation...

What is meant by Pledged, Pending and Collected Donations? Collected Donations Donations that have been completed and fully processed. Pending Donations Donations that have been completed, but have not yet been fully processed. The funds are in ...

From the left navigation, click Existing Reporting >  Recurring Donations Select one or more filters and click Search: Type: Choose Recurring donations generated from Text to Donate or Crowdfunding activities or both. Statu...

Do your donors contact you for a new copy of their donation receipt? Do your accountants want copies of specific receipts? You can resend or download receipts from the Search Transaction process in Reporting. Filter your list as normal, for expo...

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 Date Information, Campaign, or Keyword, and any export fields you s...

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...

You want to know how well your activities are doing. You want to get information on your supporters and donors. You may use Google Analytics with your organization's webpage. You can also use Google Analytics and eCommerce Tracking to get more i...

With the Enhanced Text Message Package , you can add links from your GiveSmart Fundraise activities directly to your text messages. Adding links this way will also allow you to view Text Analytics from those texts so you can see how your Texting Ca...

Google Analytics enhances the Reporting numbers you can get from your GiveSmart Fundraise reports. With the Ecommerce turned on allows you to view your donations over time (transactions), the size of the donations, donations on specific keywords, et...

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 ...

If there is no mobile number captured for a donation that has failed, this means the donor tried to donate directly through a web form, without sending a text message and without entering a phone number. GiveSmart Fundraise will have no record of a ...