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Last Updated: 03/18/2025
in Setup & Settings General & FAQ
You've just signed up with GiveSmart Fundraise. Your event is days away. Here are the absolute basics you need to get ready for your event. Click each button to be taken to the instructions. Create a Merchant Account Do This You need...
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Last Updated: 03/17/2025
in Setup & Settings General & FAQ
GiveSmart Fundraise keeps it simple with two main types of User account roles: Admin or User . Within each role, there are two permission levels: Finance and C ommunity Brands Products (SSO) which can be enabled per user. For more inform...
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Last Updated: 03/17/2025
in Setup & Settings General & FAQ
When 2 or more GiveSmart products are owned, admins have the option to provide a Global single sign-on (SSO) experience to any admin they want to have access to all owned products. Once an admin has been granted Global access, they can create, ed...
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Campaigns are made up of one or more Activities. Activities have their own goals you can establish, which make up the Collective Goal on any Campaign. The guide details how to set or edit a goal associated with a Fundraising Activity which will ...
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Shared Settings, accessed from the Settings menu, allows you to set up default colors and images for use across your forms. You can always customize each form on its own, but Shared Settings gives you that initial standardization for your brand. Y...
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Last Updated: 02/25/2025
in People Contacts The Donor Portal gives your donors direct access to their donation history within the selected organization. This allows them to view details and download receipts without the need to contact the organization. Accessing the Donor Portal There a...
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iPad & Swiper Rentals To Rent Hardware Click Here Equipment rentals are the easy way to ensure you have compatible devices backed by vendor support for your event. Ipad and swiper bundles, if needed, can be rented from GiveSmart.Fello.com...
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Last Updated: 01/17/2025
in Setup & Settings General & FAQ You have the Salesforce Integration with GiveSmart Fundraise , and would like to set up your GiveSmart form so that transactions made through that form will sync to a Campaign you've set up in Salesforce. This article details the steps needed to ma...
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Last Updated: 01/08/2025
in Message Center Text
With the Enhanced Text Message Package , links to your GiveSmart Fundraise activities can be added directly into your text messages. This will enable Text Analytics, allowing you to analyze the success of your marketing. The Text Analytics reve...
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Last Updated: 01/08/2025
in Message Center Text
The Enhanced Text Messaging package allows you to get even more out of your texting capabilities by letting you send text messages with your supporters' names, track how well the link in your text message is being received, and you can send longer...