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The Social Media Settings for a Crowdfunding and Peer to Peer Fundraising activity allow you to customize a default post message when a constituent clicks on one of the four available social network buttons. You will be able to personalize the s...
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Often, your fundraisers may want to make changes to their Personal Fundraising Page . Maybe they want to change their profile picture, message to their supporters, or join a team. There are three ways they can access their personal fundraising pa...
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A Text-to-Subscribe activity allows your supporters to text your unique keyword to 51555, to opt in to receive texts from your organization. This activity type is a marketing opportunity to create general awareness about your organization, upcomin...
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Last Updated: 09/13/2024
in Reporting
What are some situations where I'd need to move a donation or pledge? Most commonly, if a donor initiated a pledge or made a donation to an incorrect activity or page, you have the ability to move it to the correct one. Some other use cases are l...
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The Enter Offline Donation page allows you to record cash, check, or other donations acquired outside of GiveSmart Fundraise in order to update campaign totals and record donor contact information. Where will Offline Donations appear? Any do...
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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 some of the most common function...
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Last Updated: 11/20/2024
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...
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Last Updated: 11/20/2024
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 instance as Opportunities. Once the field mappings are established and the sync activ...
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For any Activity you create within GiveSmart Fundraise, this generates an Online Form. This article details how to locate the Public (shareable) Link to any online form. Important Note: The Public Link is the only secure and shareable link...
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Anyone, anywhere can make a donation through the Website Donation Form on your website. An online giving page is meant to stand alone with a custom URL that can be shared and linked to, or securely embedded on your organization’s website or Faceb...