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Last Updated: 05/06/2026
in Message Center Text
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 reve...
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Last Updated: 05/06/2026
in Setup & Settings General & FAQ
Organization as Donor / Purchaser GiveSmart Fundraise 1. What is Organization as Donor / Purchaser? Organization as Donor / Purchaser is a new BETA feature available to GiveSmart Fundraise clients . It allows donors and purchasers to...
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Last Updated: 04/09/2026
in Setup & Settings General & FAQ
How does it work? The GiveSmart Fundraise Salesforce Integration is a daily automated API sync, which syncs newly settled transactions to your Salesforce NPSP instance as Opportunities. Once the field mappings are established and the sy...
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Last Updated: 03/17/2026
in Setup & Settings General & FAQ
If you're connecting GiveSmart Fundraise to a supported 3rd party application, an API key may be required. This article details how to retrieve your private API key from your GiveSmart Fundraise account. NOTE: Only users with Admin privileges...
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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...
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Overview MomentiveIQ Identity introduces a single, secure login across GiveSmart modules: Donor CRM, Events, and Fundraise . This update improves security, simplifies access, and lets you move between products without logging in again. What to ...
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Last Updated: 02/04/2026
in Setup & Settings General & FAQ
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...
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Last Updated: 01/28/2026
in Message Center Email
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...
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Last Updated: 01/21/2026
in Reporting
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...
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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...