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Add a section to your forms to allow a donor to dedicate their donation to someone else. Whether it is in memory or in honor of someone, a shout out or a birthday wish, your donors can easily provide that tribute and send an ecard or email letting...
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When you first go into an existing Crowdfunding and Peer-to-Peer Fundraising activity or right after you complete the initial setup, you will be taken to the Fundraiser Dashboard page. This is where you can quickly see the amount raised, the number ...
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Last Updated: 12/08/2022
in Reporting The Manage Pledges reporting option lets you see everyone who has interacted with your activities, whether it is people who have donated, pledged, signed up to volunteer, etc. The Manage Pledges page allows you to view and export several key pieces ...
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Collect your Sponsor's information with the Contact Information section. You will want to add elements to this section to better collect information about your Sponsor, such as Company Name and Website. Section Heading This is where you c...
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A keyword can be reused, moved, or reassigned to a new activity. Rename the Keyword that you wish to reuse. Click on the existing Campaign Then click the name of the Activity Finally, update the Keyword - A simple way to chang...
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Collect your supporters' information with the Contact Information section. Depending on the type of registration you are creating, you may make some items required but others leave as optional. We always recommend having a minimum of one method ...
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Last Updated: 06/02/2022
in Campaigns & Activities Survey Collect your supporters' information with the Contact Information section. Depending on the type of survey you are creating, you may make some items required but others leave as optional. We always recommend having a minimum of one method of com...
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This is the section where your donors put in their method of payment. If you do not have PayPal enabled on your account, this will be listed as Card Information instead of Payment Information. Section Heading This is where you can change th...
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Can international supporters donate? Yes. The GiveSmart Fundraise system is designed primarily for U.S. donors, but it will function for international donors with the following caveats: No Text to Donate Pledges : To pledge via text, a US mobile...
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Last Updated: 04/10/2024
in Donor CRM
Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account. Steps to add a new contact record From the Quick Actions container within the dashboard, click ADD NEW CONTACT button Enter New Contact...