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Fundraise Knowledge Center

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  • Home
  • Glossary
  • Training
    • Strategies
      •  Fundraising Strategy Videos
      •  Virtual Events
      •  #GivingTuesday Kit
      •  Year-End Giving Toolkit
      •  The Best Fundraisers of 2021
      •  Storytelling Strategies to Maximize Your Year-End Fundraising
      •  5 Weeks to a Successful #GivingTuesday
      •  How To Maximize Your Silent Auctions
      •  10 Common Mistakes to Avoid for Your Next Fundraising Event
      •  How to Determine Your Next Best Fundraising Event: In-Person, Virtual or Hybrid?
      •  How to Safely Host an In-Person Fundraising Event
      •  Creative Peer-to-Peer Campaigns That Attract and Engage Donors
      •  5 Steps to a Successful Day of Giving
      •  How to Host a Virtual Fundraising Event
      •  Create Your 2021 Fundraising Plan - 5 Revenue Strategies
      •  Cultivate Donor Loyalty with the Perfect Thank You
      •  Create Recurring Donors from Year-End Giving Campaigns
      •  How to Stream Your Virtual Fundraising Event: Tech Tools & Tips
      •  Level Up Your Virtual Fundraiser: Strategies to Reach Your Annual Event Goals
      •  Creating Virtual Fundraisers that Entertain and Engage Donors
      •  Repurpose Your Content for Social Media
      • Fundraising through COVID-19
      •  Deep Dive into Crowdfunding and Peer-to-Peer Campaign Setup
      •  Year End Giving Strategy
      •  Thank, Acknowledge and Cultivate Donors (2019)
      • Interactive Calendar Builder for Scheduling Fundraising and Communication Campaigns
      • Keyword Strategies
      •  Personalized Communication
      • Best Practice Examples
      •  Integrating Texting into Your Fundraising Strategies
      •  Email Strategies
      •  Storytelling and Influencers
      •  Summer Fundraising Ideas
      •  Recruit and Support Volunteer Fundraisers to Boost Giving
      •  Runs, Walks, Swims, Rides and Tournaments
      •  How to add a lower-third to a YouTube video
      •  Create Your Own Day of Giving
      •  Thanking, Acknowledging & Cultivating Donors
      •  #GivingTuesday & Year-End Giving Strategy Plan
      •  Growing Your Donor Database
      •  Creative Uses of Text Messaging
      •  Compelling Storytelling To Engage Donors And Boost Gifts
      •  Creative Fundraising Campaigns Using Crowdfunding Templates
      •  Thanking and Acknowledging Your Donors (2018)
      •  Health Awareness Campaigns
      •  Beyond the Basics: Taking GiveSmart Fundraise to the Next Level
    • Training and Certification
    •  Navigation and Reporting Training
    •  Donation and Event Activities Training
    •  Crowdfunding and Peer-to-Peer Fundraising Training
    •  Texting and Communication Training
    •  Beyond the Basics (and Sponsorships) Training
    •  Ticketing Training
    •  Event Page Training
    •  Analytics and Reporting Training
    •  Fundraising Strategy Videos
  • Setup & Settings
    • Account Settings
      • Users Account Settings
      • Fundraiser Account Settings
      • Organization Account Settings
      • Receipts and Notifications Account Settings
      • Remittance Account Settings
      • Billing Account Settings
      • Integrations Account Settings
      • Order History Account Settings
      • Shared Settings Account Settings
      • How do I edit the organization short name?
      •  GiveSmart Fundraise Settings
      • Twitter Integration
      • Connecting to Your PayPal Account
      • How can I use PayPal for Recurring Donations
      • Can I choose types of credit cards to accept?
      • Apple Pay
      • Corporate Donation Matching
      • Year-End Consolidated Receipts
    • Billing
      • GiveSmart Fundraise Subscription Payment Receipts
      • When does our contract renew or expire?
      • What if we want to cancel our account?
      • Updating GiveSmart Fundraise Subscription Payments
    • Utilities
      • Promotional Codes
        • Promotional Codes
    • Merchant Services
      • Merchant Services
      • Setting Up and Using Your Merchant Account / Direct Deposit / Electronic Funds Transfer (EFT)
      • Using the Merchant Center
      • Merchant Account FAQs
      • When do nonprofit organizations receive collected donations?
      • How do I use my Credit Card Swiper?
      • Stolen Credit Card Testing Explained
      • Merchant Account Application - Voided Check or Bank Letter
      • Digital Signature Process
      • How am I billed for transaction fees?
      • Why did I get a rebate check?
      • Merchant Account Application Form
      • How are collected donations transmitted to my bank account
      • How will I receive my credit card swiper?
      • What fees and extra costs are taken out if I have an active merchant account
      • Will my 0% fee agreement still apply when I set up my merchant account?
      • How will fees be charged if I have a merchant account?
      • Transferring My Recurring Donations After My Merchant Account is Active
      • Is my merchant account PCI Compliant
      • How do donations show up on a donor's credit card statement?
      • How do I use my Credit Card Swiper on an Android device?
      • How do I use my Credit Card Swiper on an Apple device?
      • CardConnect (CardPointe) Digital Application Process for Existing Braintree Customers
    • General & FAQ
      • Archive Forms
      • Quick Start Account Checklist
      • Importing GiveSmart Fundraise Data into Salesforce
      • Are GiveSmart Fundraise forms Web Content Accessibility Guidelines (WCAG) Compliant?
      • Changing Your Password
      • How do I delete a keyword or campaign?
      • Are donor and supporter mobile phone numbers automatically collected?
      • How long does it take for a keyword to be live or turned on?
      • Do donors receive donation confirmations or acknowledgements?
      • Navigating GiveSmart Fundraise
      • Where is my GiveSmart Fundraise API information
      • Image Sizes
      • How do I deactivate or reactivate a keyword or activity?
      • Query String Parameters
      • Editing and Resizing Images
      • Thermometer Types and Features in GiveSmart Fundraise
      • GiveSmart Fundraise Login
      • Types of User Accounts
      • Tips, Rules and Requirements
      • Changing User Profile Settings
      • Enhanced Navigation
      • Collapsing Navigation Bar
    • Product Updates
      • GiveSmart Applications FAQ
      • Release Notes 2022 Q3 (July through September)
      • Release Notes 2022 Q2 (April through June)
      • Donor CRM: Automate Tracking Donors, Thank You Letters, and Retaining Them to Give Again
  • Campaigns & Activities
    • Text to Donate Fundraising
      •  Text to Donate Activity Design
      • QR Codes
      • What is the donor mobile experience for text to donate?
      • Managing Offline Donations
      • Add Calculated Element
      • How does Recurring Giving work on donation forms?
      •  Configure receipts for donors' tax deductible donations
      • Receipts and Notifications Section
      •  Corporate Donation Matching
      • What is the best practice for a mobile fundraising call to action in print and online?
      • Add Form Elements
      • International Donations
      • Customizing the Automated Text Message Response
      • What is Give Later?
      • Customizing Text Message Responses
      • How to Add a Donation Form to Your Facebook Page
      • Control Automatic Fulfillment Reminders
      • Dynamic Actions
      • Dynamic Actions Example - Checkbox
      • Dynamic Actions Example - Drop-Down Menus
      •  Basic Disaster Relief Campaign
      • Suggested Amounts Section
      • Recurring Donations Section
      • Contact Information Section
      •  Enter a donation
      • Create New Form
      • Logo and Branding Section (Text to Donate)
    • Volunteer Signup
      • Volunteer Signup Design
      • Creating a Volunteer Signup Form
      • Logo and Branding Section (Volunteer Signup)
    • Event Page
      •  Event Page Design
      •  Event Page Theme Section
      •  Event Page Logo & Branding Section
      •  Event Page Banner Section
      • Event Page Image Hero Section
      • Event Page Live Event Section
      • Event Page Keyword Section
      • Event Page Event Details Section
      • Event Page Impact Section
      • Event Page Sponsors Section
      • Event Page Footer Section
      • Event Page Social Sharing Section
      • Event Page Add Sections
      • Event Page Progress Section
      • Event Page Tips and FAQs
      • Using a Landing Page
      • Add Video to an Event Page - Recorded or Livestream
    • Crowdfunding and Peer-to-Peer Fundraising
      •  Set Up a Crowdfunding and Peer to Peer Activity
      • Crowdfunding and Peer-to-Peer Fundraising - Keyword (Activity) Setup
      • Units Based Goals
      • Create Crowdfunding and Peer to Peer Teams
      •  How does an individual fundraiser set up, edit and promote a crowdfunding page?
      • How do I use Social Media Settings in Crowdfunding and Peer to Peer Fundraising?
      • How to Use Crowdfunding for a Paid Registration Event
      • What assets do organizations need to setup a crowdfunding campaign?
      •  Fundraiser Signup Walkthrough
      • Setting Up and Editing Fundraisers
      • How can a fundraiser log into their fundraising page?
      • Social Media Settings
      • Reports for your Crowdfunding and Peer-to-Peer Fundraising
      • Crowdfunding Form Submit Section
      • Fundraising Page Design
      • Logo & Branding (Crowdfunding Fundraising Page, Theme 1)
      • Fundraising Page - Banner
      • Fundraising Page - Media Carousel
      • Fundraiser Dashboard
      • Crowdfunding and Peer-to-Peer Fundraising Sign Up Form Design
      • Sign Up Form - Logo and Branding
      • Mobile Experience
      • Confirmation Page
      • Donor Experience with Crowdfunding and Peer-to-Peer Fundraising
      • Leaderboards
      • Team Categories
      • Adding a Description to Sign Up on the Donation Form
    • Thermometer
      •  Setting Up a Fundraising Event Form & Thermometer
      • How do I personalize or edit my fundraising thermometer?
      • How do I remove pledges from the thermometer?
      • Display the Fundraising Thermometer On-Screen
      • How do I find the URL link to my fundraising thermometer?
      • How do I enter checks, cash and matching gifts so they show up on the fundraising thermometer?
      • Reset Fundraising Thermometer
      • Name Length on the Thermometer
      • Using the Fundraising Thermometer page as just a donor wall
      • What is the texting experience with the Fundraising Thermometer?
    • Survey
      • Survey Activity Design
      • Logo and Branding Section (Survey)
      • Contact Information Section (Survey)
      • Form Submit Section (Survey)
    • Ticketing
      • Ticketing Activity
      • Ticketing Activity Design
      • Ticketing Manage Guests
      • Ticketing Check-In
      • Card on File
      • Collect Guest Info
      • Logo and Branding Section (Ticketing)
      • Raffles
    • Website Donation Form
      •  How Do I Set Up my Website Donation Form?
      • How do I embed my Website Donation Form?
      • Best Practices for adding your GiveSmart Fundraise Donation Page to Your Website
    • Petition
      • Logo and Branding Section (Petition)
    • Campaigns
      • Creating a Campaign
      • How do I change an existing Campaign name or description?
      • What is on the Campaign Activities Dashboard?
      • What do the colors on the campaign tiles mean?
      • Campaign Activity Actions
    • GiveLater
      • Using Your GiveLater Form
    • Registration
      • Registration Activity Design
      • Logo and Branding Section (Registration)
      • Contact Information Section (Registration)
      • Form Submit Section (Registration)
      • Suggested Amounts Section (Registration)
      • Recurring Donations Section (Registration)
      • Payment Information (Registration)
      • Confirmation Page (Registration)
      • Registration Using an RSVP Section
      • Creating RSVP Forms
    • Membership
      • Logo and Branding Section (Membership)
    • General & FAQ
      • Quick Start
      • How do I create short links for donation pages?
      • How can I add a custom message to my Thank You page?
      •  Can I reuse, move or reassign my keyword to a new campaign or event?
      • How do I edit my social share setting for donation pages and online forms?
      • What is the Payment Section Visibility option?
      • How can I add an option to let my donors cover the Charge Processing Fee?
      • How do I move the Online Form so it won't cover part of my image?
      • Mailing List Subscription Explained
      • Keyword Page (Activity Setup Page)
      • Confirmation Page
      • How to make the form logo bigger
      • Logo and Branding Section
      • Payment Information Section
      • Footer Message Section
      • Form Submit Section
      • Embed Code Section
      • How do I set or change the goal for my activity and campaign?
      • Bulk Offline Uploading
      • Add or Manage Sections
      • Add Agree to Terms Element
      • Add Checkbox Element
      • Add Date Element
      • Pledge Option on a Payment Form
      • Copying Forms
      • Copying Form Elements
      • Moving Form Elements
      • Add Hidden Element
      • Add Item Element
      • How can I add automatic Address Lookups?
      • Embedding a Form into a website
      •  Tribute Gifts (In Honor / Memoriam / Birthday / Shout Outs)
      • Add Drop-Down Element
      • Add Text Element
    • SMS Subscription
      • Subscriptions
      •  Set Up Texting (SMS) Subscriptions
      • How can people subscribe to receive text messages?
      • Edit Automated Text Message Responses
    • Corporate Sponsorship
      • Corporate Sponsorship Activity Design
      • Sponsorship Using Item Form Element
      • Sponsorship Using Manual Creation
      • Sponsorship Using Donation Buttons
      • Sponsorship Using Manual Donation Amount
      • Logo and Branding Section (Corporate Sponsorships)
      • Suggested Amounts Section (Corporate Sponsorships)
      • Recurring Donations Section (Corporate Sponsorship)
      • Contact Information Section (Corporate Sponsorships)
      • Payment Information (Corporate Sponsorships)
      • Form Submit Section (Corporate Sponsorships)
      • Confirmation Page (Corporate Sponsorships)
    • Payment Form
      • Logo and Branding Section (Payment Form)
    • General & FAQ
      • How does a non-profit collect numbers for their constituent lists?
      • Create a Survey Activity
      • How do we set up a subscription form for our website?
    • Live Event Assistance
      •  Event Kit
      • Live Ask Script Templates
      • Contacting GiveSmart Fundraise’s Emergency After Hours
      • Template Powerpoint Instruction Slide
      • Templates for Table Tent Artwork
      • Can multiple event producers use our account if our organization is the beneficiary of their event?
      • Emergency After-Hours Event Support
      • Edit Event Details
    • What happens if one of my donors text the wrong keyword?
  • People
    • Contacts
      • Create Lists from Contacts
      • Send Consolidated Year End Tax Information to One Supporter
      • Edit a Supporter's Information
    • Lists
      •  How to Upload and Validate Mobile Numbers
      • Manage Lists: Mobile Subscriber Lists
      • How will I know when my mobile validation list has uploaded?
      • How do I add numbers to a list?
      • Remove Contacts from a List
  • Message Center
    • Text
      •  How do I send a text message?
      • Sharing Content via Text Messages
      • How do I keep track of text messages sent, scheduled and received?
      • How many text messages can we send per month?
      • What compliance or disclaimer language do I legally need?
      • Telephone Consumer Protection Act (TCPA) Fact Sheet for Non-Profits
      • Why only 134 Characters for my text message?
      • Video Previews in Text Messages
      • How many messages should people expect to receive?
      • Personalized Text Messages
      • Long-form Text Messages
      • How can I see the message my supporters text with a keyword?
      • How can donors unsubscribe from receiving text messages?
      • Text Analytics
      • Enhanced Text Messaging
      • What is a short code and can they be customized?
    • Email
      • Email Design Studio
      • Connecting a Constant Contact Account to your GiveSmart Fundraise Account
      • Syncing Existing Contact Lists between Constant Contact and GiveSmart Fundraise
      • Designing and Sending Emails with the Email Design Studio
      • Email Reporting
    • In-App
      • In-App Messaging for Crowdfunding and Peer-to-Peer Fundraising
  • Reporting
    • Reporting & Analytics
    • Search Transactions
    • Manage Pledges
    • Campaign Metrics
    • How do I export the results of a Non Payment Form
    • Saved Reports
    • What donor information is exported in a donation report?
    • Resend and Download Receipts
    • Pledged, Pending, and Collected Donations
    • Why is there no mobile number for failed credit card donations?
    •  Manage or Move Pledges and Donations
    • Recurring Donation Reporting
    •  Manage recurring donations
    • How do I get notified of a failed recurring donation?
    • Insights
    • Setting Up Google Analytics
    • Using Google Analytics
    • Email Reporting
    • Text Analytics
    • Activity Keywords
    • Export from GiveSmart Fundraise to GiveSmart Donor CRM
  • Donor CRM
    • GiveSmart Donor CRM Overview
    • Donor CRM Glossary
    • Donor CRM Frequently Asked Questions (FAQ)
    • Add a New Contact Record
    • Add a New Gift
    • Add a New Pledge
    • Data Cleanup Tips
    • DonorCRM Data Conversion
    • Embed a DonorCRM Form
    • Exporting Data from Other CRMs
    • How to thank donors
    • Donor CRM File Import
    • Export from GiveSmart Events to Donor CRM
    • Export from GiveSmart Fundraise to GiveSmart Donor CRM
    • Send Year End Letters
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