Updated Articles

  1. Receipts and Notifications Section

    The Receipts and Notifications section of your form configuration allows you to control the automated communication with your constituents, customized for any particular form.  You can configure and customize the Email Receipt and Email Notificat...
  2. Ticketing Activity Design

    Your Ticketing Activity starts with a well-crafted form to sell your tickets. This article will guide you through the process. First, you will want to make sure your Event Details are set. The Event Details will automatically be added to your initi...
  3. How do I enter an Offline Donation?

    The Enter Offline Donation page allows you to record cash, check, or other donations acquired outside of GiveSmart Fundraise in order to update campaign totals and record donor contact information.  Where will Offline Donations appear?  Any do...
  4.  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...
  5. 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.   ...
  6. 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...
  7. 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...
  8. 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...
  9. 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...
  10. 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...