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Glossary
Setup & Settings
Learn About GiveSmart Donor CRM
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Glossary
Locating DonorSearch API Key
Smart Donor Score vs DonorSearch
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Automated Data Sync
Automated Data Sync Donor Profiles
Automated Data Sync FAQs
Create a Custom Report
Data Cleanup Tips
Data Conversion
Data Import & Review
Export Data from Other CRMs
Export from GiveSmart Events to Donor CRM
Export from GiveSmart Fundraise to GiveSmart Donor CRM
Merge Duplicate Records
Quick Reports
Quick vs Advanced Filters
Run a Solicitation Analysis
Contacts
Add a New Contact Record
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Households & Groups
Households & Groups Best Practices
Gifts
Add a New Gift
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Embed a Donor CRM Form
Pledges
Tribute Gifts
Communication
Add a Signature Image
Communications Email Campaign
Communication Options
How to Thank Donors
Send Year End Letters
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