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Created On: 06/27/2024
in Communication
GiveSmart Donor CRM has multiple options for emailing your contacts. From gift thank you's to email marketing campaigns, we have you covered. To locate the communication options, from the left navigation select Communications . Here you will ...
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Created On: 06/27/2024
in Communication
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 the ...
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Created On: 06/27/2024
in Setup & Settings
Client settings can be found by clicking on your username in the top right, and selecting Client Settings from the drop down. General Settings Under General Settings, you can ...
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Created On: 06/27/2024
in Gifts
Gifts can be bulk edited to delete gifts, add/change available fields or remove fields. Locate the bulk action feature by selecting Gifts from the left navigation, and choose Gift Listing from the dropdown. To apply an advanced filter or ...
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Created On: 06/27/2024
in Contacts
Contact records can be bulk edited to apply or remove tags, delete records or merge 2 or more records. Locate the bulk action feature by selecting Donors & Contacts from the left navigation, and select Contact Listing from the dropdown. ...
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Created On: 06/27/2024
in Data & Reporting
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 or Fundr...
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Created On: 06/27/2024
in Data & Reporting
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 transaction....
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Created On: 06/27/2024
in Data & Reporting
Automatically sync your donor and transaction data from GiveSmart Events & Fundraise to GiveSmart Donor CRM. This unidirectional sync provides accurate and actionable insights of your GiveSmart fundraising activity and reduces administrative over...
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Created On: 06/27/2024
in Communication
Watch this video to learn how to add a signature image to your GiveSmart Donor CRM account. Add Signature to Email Template From the left navigation select Gifts > Send Gift Thank Yous From the dropdown at the top, click on the Edit...
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Created On: 06/27/2024
in Gifts
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 to ex...