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One-Time Passcode (OTP, formerly known as Multi-Factor Authentication ) is a security measure that will help verify your donors' identity and safeguard their payment details. NOTE: PayPal, Venmo, and Digital Wallet payment options (such as...
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Campaign Names can be changed directly on the Campaign tile on the dashboard by moving your mouse over the Campaign and then clicking on the Pencil icon in the middle and editing the Campaign title. The title and description can be changed by...
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Last Updated: 07/14/2026
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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The Receipts and Notifications section of your Account Settings allows you to modify the templates for the default emails that are sent to supporters when they complete one of your forms (Receipts) and default emails that are sent to people within y...
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Last Updated: 06/03/2026
in Setup & Settings General & FAQ When your organization uses multiple GiveSmart products, you can enable a single sign-on (SSO) experience for admins through Momentive. Momentive Admins can access all connected products and manage other Momentive users. Note: Changes to a Mo...
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Last Updated: 05/22/2026
in Setup & Settings General & FAQ
A Momentive 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 , Eve...
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Last Updated: 05/18/2026
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 sync...
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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: 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...