Updated Articles

  1. CardConnect (CardPointe) Digital Application Process

    In order to access your merchant application, please reach out to your Customer Success Manager. IMPORTANT: The financial signer (individual with authority to create a merchant account on behalf of the organization) needs to complete this appli...
  2. Merchant Account FAQs

    You may have additional questions about your Merchant Account. Below are some Frequently Asked Questions: What payment methods are accepted through my GiveSmart Fundraise forms?   How are collected donations transmitted to my bank account? W...
  3. What are the Processing Fees associated with my Merchant Account?

    Merchant Accounts All Merchant Account customers will automatically have credit card transaction fees taken from them with the transaction processing.  For AMEX cards have a transaction fee of 3.95%, while MC, VISA & DISC have a transaction fee o...
  4. Copying Activities

    You've created a Fundraising or Crowdfunding activity with special graphics, customized forms, and specific settings that you now want to use for a different campaign, such as from one year's event to another. All you need to do is copy the activi...
  5. GiveSmart Product Accessibility Assessment

    GiveSmart   Web Content Accessibility  Compliance Statement :   GiveSmart aspires to build an inclusive culture with our community. We are taking steps to ensure that web accessibility is part of our DNA as we develop, deliver,...
  6. Salesforce Integration

    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 activated, the integrat...
  7. Submit a Product Suggestion

    Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs.  If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we want ...
  8. Where can I find the Public Link to my Forms?

    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...
  9. How do I delete a keyword or campaign? Updated

    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...
  10. Why is my keyword Superseded? New

    A Superseded Keyword happens when a new keyword activity is created using an existing keyword in your GiveSmart account. Since keywords need to be unique and can therefore only be active in one Campaign/Activity at a time, the former activity beco...