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Last Updated: 03/06/2024
in Training Strategies Need help with your Year-End Giving campaign? The GiveSmart Fundraise Year End Giving Toolkit provides information to plan and develop your campaign. Download documents, watch the classes for inspiration and examples of the strategies in action. Gra...
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Last Updated: 03/05/2024
in Donor CRM Donor CRM has the ability to create email campaigns for marketing communications allowing you to send custom messages to segmented groups of contacts. NOTE : To send a gift or pledge thank you , pledge reminder or year-end letter, use t...
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Last Updated: 03/04/2024
in Donor CRM Create in honor or in memory gifts within GiveSmart Donor CRM. Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to step 2 of the gift entry proces...
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Last Updated: 03/04/2024
in Donor CRM Create a Household or Group within GiveSmart Donor CRM to view relationship metrics between individual contacts. Our Services Team can help you create a strategy on how to best utilize this feature. Learn more about our service offeri...
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Last Updated: 02/23/2024
in Training The GiveSmart Fundraise Intermediate series of training sessions build on the Fundamentals with four additional sessions/topics, so you can make the most out of your GiveSmart Fundraise account. For more on the recordings, click here . To learn mo...
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Last Updated: 02/23/2024
in Setup & Settings General & FAQ Our short code provider prohibits sending any content that is illegal, harmful, unwanted, inappropriate, objectionable, confirmed to be criminal misinformation, or otherwise poses a threat to the public, even if the content is permissible by law.&nb...
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The Receipts and Notifications section of your form configuration allows you to control the automated communication with your constituents. You can choose to use both texting (SMS) and/or Email. Both forms of notification are enabled by default. T...
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In most of the areas where you can edit text in your GiveSmart Fundraise account, you may have the option to use the Rich Text editor so that you can format the text, add images and/or video, add custom elements, change the text color and more. Poss...
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Last Updated: 02/14/2024
in Donor CRM GiveSmart Donor CRM Data Conversion When you add GiveSmart Donor CRM, our Services Team will perform your data conversion to get all of your external data into Donor CRM. However there are still a few items that will need to be completed by y...
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Last Updated: 02/09/2024
in Setup & Settings General & FAQ When you click on the Support menu (the Question Mark) in the upper right, open Knowledge Center and then choose API Documentation, you open the information page for the GiveSmart Fundraise Application Programming Interface (API). To cr...