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Why an Item Element? You can add an Item Element to your form to sell merchandise or offer non-ticket items. Item Elements are perfect to use on a custom order form to sell items like memberships, sponsorships, t-shirts, baked goods, and mo...
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Last Updated: 04/07/2025
in Campaigns & Activities
Where are the Campaign Details used? A Ticketing Activity created within a Campaign will automatically inherit the Campaign Details. Specifically, the Campaign Title, Description, Date, Start/End Time, Venue name and address (if applicable) wil...
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Last Updated: 04/02/2025
in Reporting 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 the Date, Campaign, Form, or Amount you select will be saved, in addition to...
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Last Updated: 03/28/2025
in People Contacts
Constituent details are stored in GiveSmart Fundraise within a Donor Profile . The Donor Profile aggregates donor data collected under a unique phone number and/or email address. NOTE: Edits to a donor's profile will not impact transaction ...
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Last Updated: 03/17/2025
in Setup & Settings General & FAQ
GiveSmart Fundraise keeps it simple with two main types of User account roles: Admin or User . Within each role, there are two permission levels: Finance and C ommunity Brands Products (SSO) which can be enabled per user. For more inform...
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Campaigns are made up of one or more Activities. Activities have their own goals you can establish, which make up the Collective Goal on any Campaign. The guide details how to set or edit a goal associated with a Fundraising Activity which will ...
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Last Updated: 04/16/2025
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 sync a...
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Last Updated: 04/16/2025
in Setup & Settings General & FAQ 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 a...
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The Manage Guests page is effectively your "Guest List" which compiles all ticketed guests within one Campaign. This page is where you can view, filter, manage, and make updates to any ticketed guests. After you have created your Ticketing A...
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Last Updated: 04/11/2025
in People Lists To view and manage your lists of SMS subscribers compiled from various activities, use the left navigation to select Lists . View subscribers By List Or By Individual Clicking on each list shows a breakdown of which numbers are v...