Updated Articles

  1. Clover Go FAQ

    Clover GO FAQ How can I get a Clover Go Card Reader? Organizations can go to  Event Equipment Rental and Purchase  where you have the  option  to rent devices through our third-party vendor OR  purchase  them directly from Fiser...
  2. MomentiveIQ Identity and Donor CRM Integration via Momentive Datahub

    Availability:  This experience is currently available only to early adopters. Overview MomentiveIQ Identity introduces a single, secure login across GiveSmart modules: Donor CRM, Events, and Fundraise . This update improves security, s...
  3. What is a Global User?

    A Global User  is a user with single sign-on (SSO) access to multiple products.  If your organization has a bundled account structure, you may have access to the full GiveSmart product suite which can include the GiveSmart Fundraise , Events...
  4. Designing and Sending Emails with the Email Design Studio

    Before you can send emails from GiveSmart Fundraise, you will need to: Connect your GiveSmart Fundraise account to a Constant Contact account, as outlined here . Have email lists to send to:  For how to sync your Constant Contact email list...
  5. How do I Move Pledges or Donations?

    When and Why You Might Move a Donation or Pledge You may occasionally need to move a donation or pledge after it has been submitted. This is most often done when a gift was made to the wrong page or activity. Some other use cases are listed below...
  6. Year-End Consolidated Receipts

    When your donors donate, they will automatically be emailed a receipt  of their donation after submitting a gift. Year-End Consolidated Receipts allow donors to receive a single summary of all their contributions within a year, perfect for...
  7. Users Account Settings

    GiveSmart Fundraise supports an unlimited number of users on your account. If there are others in your organization that need access to the platform you can easily add additional users. From the Users category, you can create new users, edit exist...
  8. PayPal and Venmo FAQ

    How do I add PayPal and Venmo as payment options for my donors? Your donors can pay by either PayPal or Venmo on GiveSmart Fundraise payment forms once you sync your GiveSmart Fundraise account with your PayPal Business Account. To do so, go int...
  9.  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 ...
  10. Why are my donors not receiving Email Receipts?

    Why Are Donors Not Receiving Email Receipts? You’ve confirmed the donor’s email address is correct, advised them to check their Spam/Junk folder, and have attempted to resend the receipt email , but the emails still aren’t getting through. Here’...