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Last Updated: 04/02/2025
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: 04/01/2025
in Reporting Recurring Donations
While donors can opt out of text messages sent from your organization by replying "stop" (more here ), this opt out does not apply to any SMS reminders or receipts associated with an active recurring donation. This article details how to ...
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Last Updated: 03/28/2025
in People Contacts
Constituent details are stored in GiveSmart Fundraise within a Donor Profile . The Donor Profile aggregates donor data collected under a unique phone number and/or email address. NOTE: Edits to a donor's profile will not impact transaction ...
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When a supporter signs up as a peer fundraiser under a crowdfunding/peer to peer activity, they will have the option to Join a Team when editing their page. Read more on Team Management here . If the Join a Team option is not enable...
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Last Updated: 03/27/2025
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 . The Activ...
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Last Updated: 03/27/2025
in Training
Learn about your GiveSmart Fundraise account to make the most of it! Note : If you are interested in personalized training, please contact your Customer Success Manager to discuss pricing. The GiveSmart Fundraise Fundamentals series of traini...
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Considerations (Read before continuing) This is an advanced type of form setup and not suited for beginners. Consider reaching out to your Customer Success Manager to inquire about our smart setup or training services. By default, GiveSmart ...
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The CardPointe Merchant Center is the reporting module where you can view deposit/batch reporting, retrieve processing statements, issue partial refunds, and view any chargeback details. Below, we take you through some of the most common function...
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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...