Updated Articles

  1. Resend and Download Receipts Updated

    For any transaction paid via GiveSmart Fundraise, you can opt to either resend the receipt to a donor via email, or download the receipt as a PDF from Existing Reporting > Search Transactions . Note:  Receipts can only be downloaded o...
  2. 2025 Q3

    July 1 - September 30 GiveSmart Events Improvements: SMS Opt-Out Reminder on Donate Now Form Add Opt‑In Reminder on Accept Invitation Page Users now see confirmation that email or SMS will be sent after registration Improved Human Verif...
  3. Thermometer Types and Features in GiveSmart Fundraise

    Your GiveSmart Fundraise account has several styles of "thermometers" to show you and your supporters how you are progressing toward your goals in your event, campaign and more. This page shows what each thermometer option features and examples o...
  4. Bypass Ticket selection requirement

    This is an example build using Dynamic Actions for hiding Ticket form elements when you want the ability of your Ticketing form to be submitted without having to select a Ticket option.  For more examples and a general overview of Dynamic Actions,...
  5. Ticketing Activity Design

    Your Ticketing Activity starts with a well-crafted form to sell your tickets. This article will guide you through the process. First, you will want to make sure your Event Details are set. The Event Details will automatically be added to your ini...
  6. Using the Merchant Center

    *Fiserv (formerly Cardconnect) 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 ...
  7. Reconcile GiveSmart Fundraise Transactions in the Merchant Center

    Revenue paid by credit card that was generated in the GiveSmart Fundraise module can be reconciled by reviewing both the transaction report within in GiveSmart Fundraise and the Merchant Center in CardPointe.   GiveSmart Fundraise Report ...
  8. Peer-to-Peer Keyword Activity Setup

    The article details the Setup Keyword page for a Crowdfunding Peer-to-Peer Activity . Before proceeding, be sure to review our keyword best practices here .  Enter a unique Keyword IMPORTANT: When creating a keyword for Crowdfundi...
  9. Keyword Strategies

    The keyword you choose when you set up a new GiveSmart Fundraise form can have a vital impact on the overall success of your campaign. This document will cover keyword best practices, common mistakes, and help you determine the extent to which y...
  10.  Set Up a Crowdfunding and Peer to Peer Activity

    Crowdfunding and Peer-to-Peer Fundraising enables your supporters and staff to easily raise donations through their social networks. They can create personal fundraising pages from any device. This article outlines the essential steps to set up...