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Created On: 04/08/2025
in Data & Reporting You have the Automated Data Sync (ADS) enabled for transactions made via GiveSmart Events and/or Fundraise. In your Data Review , you've noticed transactions that are missing a First Name or Last Name - this (understandably!) gives you pause. R...
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Created On: 04/14/2025
in Gifts
Quick Gift Entry uses pre-filled fields to speed up the process of recording a gift. Instead of entering each field manually, you can use a quick entry template to pre-populate certain fields and expedite gift entry. This article details how t...
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Created On: 03/28/2025
in Data & Reporting When the automated data sync (ADS) detects that a name has been changed in GiveSmart Events or Fundraise, it will automatically update the name on the associated contact in Donor CRM. When this occurs, all admins will receive an email from notif...
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Created On: 06/03/2025
in Gifts
What is a Soft Credit? A soft credit is a way to recognize a donor for a gift they didn't directly give, but had influenced or facilitated. It's for tracking purposes so you can " soft credit" the influencer to help you keep track of who is ...
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Created On: 05/30/2025
in Product Updates April 1 - June 30 GiveSmart Events New Feature:
Implemented the Momentive Card Tracking Service (CTS), reducing the risk of credit card testing through the platform. After three failed attempts, the card is placed in a "soft-blocked" s...
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Created On: 05/27/2025
in Product Updates
January 1 - March 31 GiveSmart Events New Feature: GiveSmart Events Salesforce Connector is a lightweight solution that you can run after your Event is closed and reconciled. When a sync is requested, the connector will: Create new O...
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Created On: 03/10/2025
in Communication
When creating and sending a new Email Campaign , you may receive the following error message when advancing to the Confirm & Send step. To get around this error, the workaround is to create a filter to exclude any contacts who aren't...
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Created On: 01/30/2025
in Setup & Settings Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs. If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we want to...
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Created On: 01/09/2025
in Setup & Settings
As part of PCI 4 compliance requirements, Donor CRM users will be notified after 15 minutes of inactivity and automatically logged out. This protective measure provides added security around credit card processing and your donor data and therefore...
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Created On: 01/09/2025
in Setup & Settings This article details how to add and manage users in Donor CRM. There are two types of user privileges: Standard User and Admin User. Admin Users have the ability to add and manage new fields, codes, and other admin users, whereas Standard users will...