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Created On: 06/27/2024
in Setup & Settings
If you have a license with DonorSearch, you'll need to add your API key to GiveSmart Donor CRM to integrate the products. Locate Your API Key in DonorSearch Login to your DonorSearch online account at: www.donorlead.net Click My Account ...
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Created On: 06/27/2024
in Communication Watch this video to thank your donors with emails, physical mail, and more through the GiveSmart Donor CRM system.
NOTE : To send a Gift or Pledge Thank You, select Communications from the left navigation, as these features have moved to ...
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Created On: 06/27/2024
in Contacts
Use our helpful tips to assist you in creating and managing your new households and groups. Adjust Column Order In preparation for creating your households and groups, you can adjust the column order to move the frequently sorted columns to th...
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Created On: 06/27/2024
in Contacts
Create a Household or Group within GiveSmart Donor CRM to view relationship metrics between individual contacts. Our Services Team can help you create a strategy on how to best utilize this feature. Learn more about our service offerings he...
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Created On: 06/27/2024
in Setup & Settings
Activities A historical recording of completed or to-be-completed tasks associated with a specific contact Examples: A phone call scheduled for User A to call Donor B next week, an email that went out to Donor C a month ago, a meeting ...
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Created On: 06/27/2024
in Data & Reporting
What are some situations where I'd need to manually import records into Donor CRM? Bring in Activities that occurred prior to Automated Data Sync being enabled Accidentally declined records during the data import & review step Transactions s...
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Created On: 06/27/2024
in Data & Reporting
What are some situations where I'd need to manually import records into Donor CRM? Bring in Activities that occurred prior to Automated Data Sync being enabled Accidentally declined records during the data import & review step Transactions s...
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Created On: 06/27/2024
in Data & Reporting
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 ...
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Created On: 06/27/2024
in Gifts
To embed a DonorCRM form within your existing webpage, you will need to share the code found below with your web designer. Once an online form is created within DonorCRM, the URL generated from the form can be placed into the block of code list...
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Created On: 06/27/2024
in Contacts
Watch this video to learn how to edit a record in your GiveSmart Donor CRM account. Steps to edit a contact record In the Search bar in the upper left corner, type the name of the record Select the record from the dropdown lis...