Reporting

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 the Ac...

When you click on a Campaign tile from the dashboard, you will find information about your campaign, including the type of activity and what Keyword/Shortcode it is associated with. There are three categories of Activities in GiveSmart Fundraise, or...

NOTE : Email analytics will only appear once a   Constant Contact account has been integrated with your GiveSmart Fundraise account.  To view email analytics, click Email under the Message Center in the left navigation bar. Then click ...

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...

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 docu...

As a GiveSmart Fundraise user, you can choose to receive an email notification when a recurring donation fails to bill. This email will include details about the recurring donation so you can reach out to the donor to help update their card informat...

What are some situations where I'd need to move a donation or pledge? Most commonly, if a donor initiated a pledge or made a donation to an incorrect activity or page, you have the ability to move it to the correct one. Some other use cases are l...

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. Editing Recurring Donations For security reasons, GiveSmart Fundraise Support Staff and Non-Profit Organizations cannot change or modify certain parts ...

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. Status: Sear...

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 select wi...

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...

To enable Google Analytics tracking for your GiveSmart Fundraise account, all you need to do is enter the GA4 Measurement ID  from your GA4 account into the Integrations Settings  of your GiveSmart Fundraise account.  For more information abo...

With the Enhanced Text Message Package , links to your GiveSmart Fundraise activities can be added directly into your text messages. This will enable Text Analytics, allowing you to analyze the success of your marketing. The Text Analytics reveal...

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...

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 ...

When you click on a donor's name when viewing the results of a GiveSmart Fundraise Transaction Report , Pledge Report , or List , it will open up their Donor Profile . This profile compiles some information that has been captured throughout yo...