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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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Last Updated: 11/22/2023
in Donor CRM Watch this video to learn how to edit a record in your GiveSmart Donor CRM account. Steps to edit a contact record In the Search bar in the upper left corner, type the name of the record Select the record from the drop...
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You've created a Fundraising or Crowdfunding activity with special graphics, customized forms, and specific settings that you now want to use for a different campaign, such as from one year's event to another. All you need to do is copy the ...
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This article will guide you through adding a Progress section to your Activity Landing Page (previously called the Event Page). If you are just starting to design your Activity Landing Page, you will likely want to start here . Include a Progres...
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Build a strong emotional attachment to the giving process and thank your donors using the dynamic Fundraising Thermometer. Read below to learn how to display your fundraising goal, donation results, donor names and messages in real-time to increase ...
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If there is an URGENT issue only, such as the system going down during an event, you may call (855) 322-4483 to contact after-hours technical support. Text URGENT to 51555 to receive this info via text message. ...
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Last Updated: 11/09/2023
in Donor CRM GiveSmart Donor CRM allows you to efficiently merge potential donor contacts in the module. Review potential duplicates at different risk levels and compare and select contact information to retain prior to merging, providing you the ability t...
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Last Updated: 11/09/2023
in Donor CRM Use our helpful tips to assist you in creating and managing your new households and groups. Adjust Column Order In preparation for creating your households and groups, you can adjust the column order to move the frequently sorted columns to...
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Last Updated: 10/24/2023
in Donor CRM If you have a license with DonorSearch, you'll need to add your API key to GiveSmart Donor CRM to integrate the products. Locate Your API in DonorSearch Login to your DonorSearch online account at: www.donorlead.net Click My A...
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Last Updated: 10/23/2023
in Donor CRM Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future. Select Pledges section on the left navigation bar Click on Add a ...