Updated Articles

  1. 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 ...
  2. What is a shortcode? Updated

    What is a shortcode? A shortcode is a five-digit specialized phone number. Shortcodes are used in tandem with keywords to initiate donations and mobile subscriptions. In other words, the shortcode is the phone number that a constituent will send ...
  3. Connecting Google Analytics to GiveSmart Fundraise

    To enable Google Analytics tracking for your GiveSmart Fundraise account, all you need to do is enter the GA4 Measurement ID  from your GA4 account into the Integrations Settings  of your GiveSmart Fundraise account.  For more information abo...
  4. How do I add a Check or Pledge Option to a Payment Form? (Pay Later) Updated

    Considerations (Read before continuing) By default, GiveSmart Fundraise payment forms cannot be submitted without a monetary transaction being made. However, if you are looking to set up a payment form that allows someone to skip a monetary paymen...
  5. Keyword Page (Activity Setup Page)

    Every activity created within GiveSmart Fundraise starts with the Keyword Setup page. When you create an activity , you will be required to associate it with a keyword which acts as a unique identifier for that activity.  If you plan to use text...
  6. Keyword Strategies Updated

    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...
  7. GiveSmart Fundraise API Documentation and Keys

    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 i...
  8. How do I order a Credit Card Swiper?

    Check Device Compatibility Prior to placing a credit card swiper order, make sure your mobile device is compatible with the swipers. The swipers are only compatible with devices that have a  Lightning Connector . If your device is not on the list l...
  9.  How does an individual fundraiser set up, edit and promote a crowdfunding page? Updated

    Crowdfunding for nonprofits makes it easier than ever for your donors, volunteers, board members and staff to setup personal fundraising pages from the convenience of any device in just a few minutes. Watch the video and/or read the process below. ...
  10. How do I edit the Social Media Settings for a Crowdfunding and Peer to Peer Activity? Updated

    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...