Reporting

When you create many different forms within several campaigns and activities, it can be difficult to remember the keyword.  Maybe you want to see which of your activities is doing the best. Or you just want a quick list of your keywords. With t...

When you click on a Campaign tile from the dashboard, you will find information about your campaign, including the type of activity and what Keyword/Shortcode it is associated with. There are three categories of Activities in GiveSmart Fundraise, or...

NOTE : Email analytics will only appear once a   Constant Contact account has been integrated with your GiveSmart Fundraise account.  To view email analytics, click Email under the Message Center in the left navigation bar. T...

You can copy your reporting data from GiveSmart Fundraise to GiveSmart Donor CRM with a few simple clicks. Exporting Donor Data from GiveSmart Fundraise The first step is to gather your data from GiveSmart Fundraise. This is similar to any other S...

Non Payment forms may be anything from an RSVP or Reservation to an Event, a Survey, Signup, Petition or many other things. You probably want to view the results of those forms! The process is the same as provided in the Search Transactions docu...

You can choose to receive a notification when a recurring donation fails to run. You could then reach out to the donor (aside from the automatic attempts our system makes) to ensure you collect a new payment method for their recurring donation. The ...

If a donor submitted a pledge or a donation to an incorrect activity, you have the ability to move it to the correct one. From the left navigation, select Existing Reporting > Manage Pledges . Filter as needed, by date or originating k...

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 ...

This article defines and describes what you can and cannot modify on a Recurring Donation. For security reasons, GiveSmart Fundraise Support Staff and Non-Profit Organizations cannot change or modify certain parts of an active Recurring Donation...

What is meant by Pledged, Pending and Collected Donations? Collected Donations Donations that have been completed and fully processed. Pending Donations Donations that have been completed, but have not yet been fully processed. The funds are in ...

From the left navigation, click Existing Reporting >  Recurring Donations Select one or more filters and click Search: Type: Choose Recurring donations generated from Text to Donate or Crowdfunding activities or both. Statu...

Do your donors contact you for a new copy of their donation receipt? Do your accountants want copies of specific receipts? You can resend or download receipts from the Search Transaction process in Reporting. Filter your list as normal, for expo...

You can save your various reports and access them from one location under the Saved Reports tab under Existing Reporting > Search Transactions .  All filters, such as Date Information, Campaign, or Keyword, and any export fields you s...

Your organization can access donation and donor information in real-time and export a report of donations and donor information that you have collected in your various activities. You can include multiple types of donations in one report while filte...

You want to know how well your activities are doing. You want to get information on your supporters and donors. You may use Google Analytics with your organization's webpage. You can also use Google Analytics and eCommerce Tracking to get more i...

With the Enhanced Text Message Package , links to your GiveSmart Fundraise activities can be added directly into your text messages. This will enable Text Analytics, allowing you to analyze the success of your marketing. The Text Analytics reveal...

Donation forms can be customized with unlimited fields for donor data collection. All donor data can be exported so you can sort it and, if you'd like, upload it to your Customer relationship management (CRM) system. Common required donor data ...

If there is no mobile number captured for a donation that has failed, this means the donor tried to donate directly through a web form, without sending a text message and without entering a phone number. GiveSmart Fundraise will have no record of a ...