Updated Articles

  1. How do I edit the Social Media Settings for a Crowdfunding and Peer to Peer Activity? Updated

    The Social Media Settings for a Crowdfunding and Peer to Peer Fundraising activity allow you to customize a default post message when a constituent clicks on one of the four available social network buttons. You will be able to personalize the s...
  2. How can a fundraiser edit their personal fundraising page? Updated

    Often, your fundraisers may want to make changes to their Personal Fundraising Page . Maybe they want to change their profile picture, message to their supporters, or join a team. There are three ways they can access their personal fundraising pa...
  3. Set Up a Text to Subscribe (SMS) Activity Updated

    A Text-to-Subscribe activity allows your supporters to text your unique keyword to 51555, to opt in to receive texts from your organization. This activity type is a marketing opportunity to create general awareness about your organization, upcomin...
  4. How do I Move Pledges or Donations? Updated

    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...
  5. How do I enter an Offline Donation? Updated

    The Enter Offline Donation page allows you to record cash, check, or other donations acquired outside of GiveSmart Fundraise in order to update campaign totals and record donor contact information.  Where will Offline Donations appear?  Any do...
  6. Using the Merchant Center Updated

    The CardPointe Merchant Center is the reporting module where you can view deposit/batch reporting, retrieve processing statements, issue partial refunds, and view any chargeback details.  Below, we take you through some of the most common function...
  7. How do I delete a keyword or campaign? Updated

    Though a Keyword Activity cannot be deleted on its own, its associated Campaign can be deleted, which will effectively delete the keyword. This article details how to delete campaigns, delete keyword activities by deleting a campaign, and reassign...
  8. What Payment Methods are accepted through GiveSmart Fundraise Forms? Updated

    Your GiveSmart Fundraise online forms can accept the following payment methods: Credit Card (all major networks) PayPal/Venmo Apple Pay (non-recurring) Google Pay (non-recurring) Note: It's not currently possible to accept paymen...
  9. Salesforce Integration

    The GiveSmart Fundraise Salesforce integration is a daily automated API sync, which syncs newly settled transactions to your Salesforce instance as Opportunities.    Once the field mappings are established and the sync activated, the integratio...
  10. CardConnect (CardPointe) Digital Application Process

    In order to access your merchant application, please reach out to your Customer Success Manager. IMPORTANT: The financial signer (individual with authority to create a merchant account on behalf of the organization) needs to complete this appli...