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Last Updated: 06/26/2025
in Reporting
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...
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Last Updated: 07/02/2025
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 sy...
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You have a goal for something other than dollars. The goal can be some kind of unit. e.g. the number of backpacks, blankets, books, or brownies. With the Crowdfunding and Peer-to-Peer Fundraising Activity, you can choose to count items (units) ins...
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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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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: 06/11/2025
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...
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Last Updated: 06/10/2025
in Message Center Text
At any time, donors and supporters can reply 'STOP' to any text message and unsubscribe from all future marketing messages under that shortcode (e.g. 41444 or 91999). You're unsubscribed from all GiveSmart Fundraise marketing text alert...
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Your O rganization Short Name appears on auto-reply text messages that your supporters see after making donations. Your short name is limited to 15 characters. It is best to use your full organization name. If your organization name is too l...
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The last section to personalize in your form that is visible on the form is the Form Submit section. The main function of the Form Submit section is to show the total donation and the SUBMIT button. Section Heading You can change the ti...
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April 1 - June 30 GiveSmart Events New Feature:
Implemented the Momentive Card Tracking Service (CTS), reducing the risk of credit card testing through the platform. After three failed attempts, the card is placed in a "soft-blocked...