Popular Articles

  1. Why do I have Anonymous Transactions Updated

    You have the Automated Data Sync  (ADS) enabled for transactions made via GiveSmart Events and/or Fundraise. When logging in to Donor CRM, you see an Anonymous Transactions alert:  Selecting View Anonymous Transactions takes you to Dat...
  2. 2024 Q2

    April 1 - June 30 GiveSmart Events New Feature Campaign Site Settings:  within the org hub, admins can generate a report to review campaign settings across all campaigns within the organization. C ampaign Item Stats Report : within the...
  3. GiveSmart Product Accessibility Assessment

    GiveSmart   Web Content Accessibility  Compliance Statement :   GiveSmart aspires to build an inclusive culture with our community. We are taking steps to ensure that web accessibility is part of our DNA as we develop, deliver,...
  4. Run a Solicitation Analysis

    Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...
  5. Why am I automatically logged out of Donor CRM

    As part of PCI 4 compliance requirements, Donor CRM users will be notified after 15 minutes of inactivity and automatically logged out. This protective measure provides added security around credit card processing and your donor data and therefore...
  6. What is the Name Changes Report

    When the automated data sync (ADS)  detects that a name has been changed in GiveSmart Events or Fundraise, it will automatically update the name on the associated contact in Donor CRM.  When this occurs, all admins will receive an email from n...
  7. 2024 Q4

    October 1 - December 31 GiveSmart Events New Feature Multi-Factor Authentication:  When a user tries to add a card to their account from either the My Info tab, an item, Self Check-In,  or a text or email with the prompt to add a credit card ...
  8. Primary emails are not subscribed to mailing list Error Message

    When creating and sending a new Email Campaign , you may receive the following error message when advancing to the Confirm & Send step.  To get around this error, the workaround is to create a filter  to exclude any contacts who aren't...
  9. 2024 Q3

    July 1 - September 30 GiveSmart Events Improvements Events App Swipes: Improves the read of the data when a swipe occurs. Org Hub Account Page : was updated to improve efficiency. It now features a link to the  help center article  on...
  10. 2025 Q2

    April 1 - June 30 GiveSmart Events New Feature: Implemented the Momentive Card Tracking Service (CTS),   reducing the risk of credit card testing through the platform. Onsite Payment Capture Upgrade: The latest innovation in secure paym...