Updated Articles

  1.  How to Upload and Validate Mobile Numbers

    14% of your donors change their mailing address each year and more than half of them no longer have a landline. Their mobile number is the most consistent record in your donor database, and text messages are the most convenient way to keep suppor...
  2. Is my merchant account PCI Compliant?

    A CardConnect merchant account is set up as the primary payment gateway for GiveSmart Fundraise, and is connected to any payment form in your GiveSmart account for credit card processing and subsequent direct deposit of processed transactions.   ...
  3. How does Recurring Giving work on donation forms?

    Recurring Giving is a great way to maximize donations and ensure constant funding from top supporters. Great examples of recurring donation asks would be: "$50 a month sponsors an orphan's meals for that month." "Make a $120 pledge, fulfilled a...
  4. Organization Account Settings

    The Organization section of your Account Settings provides key information about your organization that is used for both informational purposes as well as elements within various activities. Modify your Organization Settings Click on Settings Cl...
  5. What are the Processing Fees associated with my Merchant Account?

    The credit card processing fees assessed by the merchant services provider, CardConnect, are as follows:  MASTERCARD, VISA & DISCOVER: 3.5% AMEX:   3.95%   These fees will automatically be deducted from your bank account at the end of each m...
  6. Using the Merchant Center

    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...
  7. How do I enable Email Notifications on a Form?

    If you want certain users in your organization to be alerted when a form is completed, navigate to your form's configuration and expand the Receipts and Notifications section .   To enable email notifications, check the 'Email' box by Notify R...
  8. Confirmation Page

    When a supporter completes your form, whether it is a donation form, a survey, or anything else, they are then taken to a Confirmation Page. This page thanks them for their contribution and can give them action items. It is fully customizable with...
  9. Why are my Suggested Amounts Buttons not Showing? New

    Your Suggested Amounts section is set to Show, but the buttons are not appearing on the form.  NOTE:  The Suggested Amounts section and buttons cannot be used in conjunction with a Calculated element (Derived Amount). In other words, ...
  10. Suggested Amounts Section

    Every form you create will have a Suggested Amounts section which, by default, appears below your form's logo and allows you to configure 3 Amounts linked to 3 buttons on your form. We recommend configuring these amounts to match your typical, ave...