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Last Updated: 09/10/2024
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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Last Updated: 06/28/2024
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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Last Updated: 07/30/2024
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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Last Updated: 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. ...
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Last Updated: 10/04/2024
in Data & Reporting
GiveSmart Donor CRM allows you to efficiently merge potential donor contacts in the module. Review potential duplicates at different risk levels and compare and select contact information to retain prior to merging, providing you the ability to e...
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Last Updated: 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 a ne...
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Last Updated: 06/27/2024
in Setup & Settings
General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donat...
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Last Updated: 06/28/2024
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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Last Updated: 06/28/2024
in Gifts
Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future. Select Pledges section on the left navigation bar Click on Add a new Pled...
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Last Updated: 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 ...