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Last Updated: 03/27/2025
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 syn...
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Truly personalize your forms by adding Form Elements . Form elements can help insert images, media, or rich text to your GiveSmart forms. Most importantly, they can capture a variety of additional information for reporting purposes. For our gui...
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When attempting to create or save a new keyword, the error message ' Keyword String Already Taken ' means that the keyword you are trying to save is already in use by another organization. Keywords need to be unique, as all GiveSmart Fundraise or...
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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: 03/18/2025
in Setup & Settings General & FAQ
You've just signed up with GiveSmart Fundraise. Your event is days away. Here are the absolute basics you need to get ready for your event. Click each button to be taken to the instructions. Create a Merchant Account Do This You need...
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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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Last Updated: 03/17/2025
in Setup & Settings General & FAQ
A Global 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 , Events ,...
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Last Updated: 03/17/2025
in Setup & Settings General & FAQ
When 2 or more GiveSmart products are owned, admins have the option to provide a Global single sign-on (SSO) experience to any admin they want to have access to all owned products. Once an admin has been granted Global access, they can create, ed...
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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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After you have created your Ticketing Activity , you may head to Manage Guests to manage all tickets. The Manage Guests page is effectively a Guest List that compiles all ticketed guests within your Campaign. This page is where you can vie...