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Last Updated: 01/31/2024
in Donor CRM Transferring Data from Popular Data Sources The GiveSmart implementation staff has extensive experience converting Fundraising CRM data from a wide variety of data sources, including other CRM systems. While we expect the data to be provided in CS...
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Upload offline donations in bulk into your GiveSmart Fundraise account for simple inclusion of multiple offline donations into your campaign. Save time and effort and easily include all donations in your campaign total. Uploaded donations will sh...
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Last Updated: 01/17/2024
in Donor CRM Donor profiles that are created in Donor CRM through the automated data sync process will match based on the GiveSmart Fundraise or Events Donor ID and will compare that to the email & phone number the donor uses when completing a new transactio...
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Last Updated: 01/17/2024
in Donor CRM If I need to modify a transaction, where should I make this modification? Transactions should be modified from their source point. A transaction should not be modified in GiveSmart Donor CRM if it originated in either GiveSmart Events ...
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Double the Donation helps nonprofits double the impact of contributions by streamlining the gift match process, saving valuable time for you and your donors. While thousands of companies have a matching gifts program, many of employees’ ...
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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...
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The Enter Offline Donations page allows you to track cash/check donations and donor information within your GiveSmart Fundraise account. Note : If you are entering a donor's donation via their credit card, you would simply use the normal d...
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October 1 - December 31 GiveSmart Events Improvements Phone Number Validation: in all locations where a phone number is being entered, new parameters have been implemented to ensure the number being entered is valid. Ticket Order...
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Jan 1 - Mar 31 GiveSmart Events New Feature GiveSmart Item Shop: GiveSmart has a new partnership which offers a curate, best-selling, highly-vetted collection of vacations, sports & memorabilia, experiences and jewelry to help you ma...
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Last Updated: 01/12/2024
in Donor CRM Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account. Steps to add a gift record From the Quick Actions container within the dashboard, click RECORD A GIFT Select a donor Add...