-
Last Updated: 06/03/2025
in Gifts
What is a Soft Credit? A soft credit is a way to recognize a donor for a gift they didn't directly give, but had influenced or facilitated. It's for tracking purposes so you can " soft credit" the influencer to help you keep track of who is ...
-
Last Updated: 09/03/2025
in Data & Reporting
When anonymous transactions are imported into Donor CRM, admin users will now see a banner at the top of the Dashboard after logging in. This helps admins quickly identify and act on anonymous records. Only admin users will see the banner. ...
-
Last Updated: 05/30/2025
in Product Updates 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...
-
Last Updated: 02/03/2025
in Setup & Settings Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs. If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we want to...
-
Last Updated: 05/27/2025
in Product Updates January 1 - March 31 GiveSmart Events New Feature: GiveSmart Events Salesforce Connector is a lightweight solution that you can run after your Event is closed and reconciled. When a sync is requested, the connector will: Create new Opp...
-
Last Updated: 08/29/2025
in Product Updates July 1 - September 30 GiveSmart Events Improvements:
SMS Opt-Out Reminder on Donate Now Form Add Opt‑In Reminder on Accept Invitation Page Users now see confirmation that email or SMS will be sent after registration Improved Human Verif...
-
Last Updated: 11/07/2025
in Data & Reporting
The Data Mapping Tool empowers you to configure how data from sources like Events and Fundraise (Contacts and Transactions) maps to corresponding CRM fields Admins can easily define, edit, or delete mappings - for example, mapping an Email field ...
-
Last Updated: 12/09/2025
in Product Updates October 1 - December 31 GiveSmart Events New Features: OTA via SMS OTP via SMS adds an important layer of security for donors which authenticates the new card transactions through One passcodes and enhances security measures for the ...