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Last Updated: 01/11/2024
in Donor CRM Automatically sync your donor and transaction data from GiveSmart Events & Fundraise to GiveSmart Donor CRM. This unidirectional sync provides accurate and actionable insights of your GiveSmart fundraising activity and reduces administrati...
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Last Updated: 01/04/2024
in Training The GiveSmart Fundraise Intermediate series of training sessions build on the Fundamentals with four additional sessions/topics, so you can make the most out of your GiveSmart Fundraise account. For more on the recordings, click here . In th...
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Last Updated: 01/03/2024
in Training The GiveSmart Fundraise Intermediate series of training sessions build on the Fundamentals with four additional sessions/topics, so you can make the most out of your GiveSmart Fundraise account. For more on the recordings, click here . This sessio...
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Last Updated: 01/02/2024
in Training The GiveSmart Fundraise Fundamentals series of training sessions take you through the most common usage of a GiveSmart Fundraise account, through four different sessions. For more on the recordings, click here . Learn how to leverage Texting...
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Last Updated: 01/02/2024
in Training The GiveSmart Fundraise Fundamentals series of training sessions take you through the most common usage of a GiveSmart Fundraise account, through four different sessions. For more on the recordings, click here . This course will take y...
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Last Updated: 01/02/2024
in Training The GiveSmart Fundraise Fundamentals series of training sessions take you through the most common usage of a GiveSmart Fundraise account, through four different sessions. For more on the classes/recordings, click here . Get to know you...
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Last Updated: 12/19/2023
in Donor CRM Quick and advanced filters are available when viewing the Gift and Contact listings. Quick Filters: allow you to quickly search based on basic information such as dates, name, address, or tags Advanced Filters: are set up by s...
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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 Repo...
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Last Updated: 12/05/2023
in Reporting When you click on a Campaign tile from the dashboard, you will find information about your campaign, including the type of activity and what Keyword/Shortcode it is associated with. There are three categories of Activities in GiveSmart Fundraise, or...
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Last Updated: 11/27/2023
in Donor CRM Create a custom report From the left navigation, select Reports Click +Add New Enter a unique report name and select a specific data set Customize the report by selecting a date range and adding/removing columns
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