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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: 03/20/2025
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 ...
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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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One of the most important aspects of the Campaign or Activity Landing Page is the Image Hero Section , which is what a visitor will first see when they visit your page. Upload a Background Image To upload a background image, select the Edi...
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Last Updated: 03/28/2025
in Reporting Recurring Donations While donors can opt out of text messages sent from your organization by replying "stop" (more here ), this opt out does not apply to any SMS reminders or receipts associated with an active recurring donation. This article details how to st...
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When a supporter signs up as a peer fundraiser under a crowdfunding/peer to peer activity, they will have the option to Join a Team when editing their page. Read more on Team Management here . If the Join a Team option is not enable...
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Last Updated: 03/27/2025
in 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 . The Activ...
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Last Updated: 03/27/2025
in Training
Learn about your GiveSmart Fundraise account to make the most of it! Note : If you are interested in personalized training, please contact your Customer Success Manager to discuss pricing. The GiveSmart Fundraise Fundamentals series of traini...
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Last Updated: 03/27/2025
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...