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Created On: 06/27/2024
in Data & Reporting
Below are some commonly asked questions about Donor CRM's automated sync functionality. If you are not currently in the automatic flow, click here to take advantage of this feature. If I need to modify a transaction, where should I make th...
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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 donor and transaction data from GiveSmart Events and Fundraise to GiveSmart Donor CRM. This one‑way sync ensures accurate reporting, deeper insights into fundraising activity, and less manual administration. Additional informa...
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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...
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Created On: 06/27/2024
in Contacts
Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account. Steps to add a new contact record From the Quick Actions container within the dashboard, click ADD NEW CONTACT button Enter New Contact...
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Created On: 06/27/2024
in Data & Reporting
Watch this video to learn about activities and task management capabilities in your GiveSmart Donor CRM account. View Admin Activities Personal activities can be viewed from the Dashboard. Scroll to the Activities section to view all a...
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Created On: 06/27/2024
in Setup & Settings
Watch this video to learn the basics of what your GiveSmart Donor CRM has to offer and take a tour of the application. ...