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Note: This feature is only available on your Ticketing activity. If you are not using the Ticketing functionality of GiveSmart Fundraise, this will not work. Enable your donors to provide a credit card when they check-in through the Ticketing act...
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Last Updated: 09/27/2023
in People Lists After uploading your list from Lists > +New List you can refresh the active list screen to see how many numbers have been verified. Usually this process only takes a few minutes. If you have a large list, or if your list has many fields, th...
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Last Updated: 09/26/2023
in Campaigns & Activities Survey A survey can help give your supporters a voice; give them an easy, low commitment way to interact with you. Surveys can be used to find out what your supporters thought of an event or what they would like to see from you and more. As your supporter...
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When you aren't interested in selling tickets , but you still want an accurate count of people coming to your event, you can create a Registration or RSVP activity. A Registration activity can be very simple, with single entries on a form, to mor...
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Crowdfunding and Peer to Peer Fundraising empowers your supporters and staff to efficiently collect donations on your behalf from their social networks. Individuals can easily set up their own fundraising pages in minutes from any device. All donati...
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Last Updated: 09/26/2023
in Reporting Your organization can access donation and donor information in real-time and export a report of donations and donor information that you have collected in your various activities. You can include multiple types of donations in one report while filte...
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Last Updated: 09/26/2023
in Reporting Do your donors contact you for a new copy of their donation receipt? Do your accountants want copies of specific receipts? You can resend or download receipts from the Search Transaction process in Reporting. Filter your list as normal, for expo...
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Last Updated: 09/26/2023
in Reporting What is meant by Pledged, Pending and Collected Donations? Collected Donations Donations that have been completed and fully processed. Pending Donations Donations that have been completed, but have not yet been fully processed. The funds are in ...
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Last Updated: 09/26/2023
in Reporting Non Payment forms may be anything from an RSVP or Reservation to an Event, a Survey, Signup, Petition or many other things. You probably want to view the results of those forms! The process is the same as provided in the Search Transactions docu...
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Last Updated: 09/26/2023
in Reporting
You can copy your reporting data from GiveSmart Fundraise to GiveSmart Donor CRM with a few simple clicks. Exporting Donor Data from GiveSmart Fundraise The first step is to gather your data from GiveSmart Fundraise. This is similar to any other...