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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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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...
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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...