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Created On: 06/27/2024
in Data & Reporting
Review manually imported data, automated data flowing to GiveSmart Donor CRM from Events & Fundraise and manage your duplicate contacts from the Data Import & Review tab found in the left navigation. ...
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Created On: 06/27/2024
in Data & Reporting
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 you ...
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Created On: 06/27/2024
in Data & Reporting
Contact Cleanup TIP : Donor CRM has easy to use reports that allow you to quickly search and identify duplicate records. To learn more, click here . Make sure all contacts and gift records have a matching ID (Donor_ID) as this is how ...
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Created On: 06/27/2024
in Setup & Settings
Watch this video to learn about the dashboard on your GiveSmart Donor CRM account. Dashboard Containers Total Raised Year to Date Quick total of funds raised year to date Quick Actions Link to Invite a Team Member Link to A...
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Created On: 06/27/2024
in Data & Reporting
Create a custom report From the left navigation, select Reports Click +Add New Enter a unique report name and select a specific data set Customize the report by selecting a date range and adding/removing columns
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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 thank you email, navigate to Communications > Send Gift Thank Yous in...
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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 da...
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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. ...