Popular Articles

  1. Data Import & Review

    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.                              ...
  2. How to Thank Donors

    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 ...
  3. Automated Data Sync

    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 overhe...
  4. Learn About GiveSmart Donor CRM

    Watch this video to learn the basics of what your GiveSmart Donor CRM has to offer and take a tour of the application. ...
  5. Client 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 ...
  6. Merge Duplicate Records

    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...
  7. Frequently Asked Questions (FAQ)

    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...
  8. Donor CRM Automated Data Sync FAQs

    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...
  9. Data Cleanup Tips

    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 ...
  10. Send Year End Letters

    It's the end of the calendar year, your fiscal year, or both, and it is time to send year end thank you notes to all your supporters for the year. While you can send regular Thank You notes using the Send Gift Thank Yous as outlined here , we hav...