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Last Updated: 01/21/2026
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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Last Updated: 01/21/2026
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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Last Updated: 12/12/2025
in Gifts
An In Kind Gift is a non-monetary gift (e.g. a physical asset vs. cash) which can be recorded in Donor CRM. Adding an In Kind Gift When recording a new gift in Donor CRM, select the Payment Type for In-Kind Goods or Services . Fill in the Gif...
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Last Updated: 12/10/2025
in Data & Reporting
What are some situations where I'd need to manually import records into Donor CRM? Bring in Activities that occurred prior to Automated Data Sync being enabled Accidentally declined records during the data import & review step Transactions s...
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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 ...
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Last Updated: 12/05/2025
in Data & Reporting
What are some situations where I'd need to manually import records into Donor CRM? Bring in Activities that occurred prior to Automated Data Sync being enabled Accidentally declined records during the data import & review step Transactions s...
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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 ...
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Last Updated: 11/04/2025
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 thank you email, navigate to Communications > Send Gift Thank Yous ...
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Last Updated: 09/04/2025
in Setup & Settings
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...
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Last Updated: 09/04/2025
in Setup & Settings
This article details how to add and manage users in Donor CRM. There are two types of user privileges: Standard User and Admin User. Admin Users have the ability to add and manage new fields, codes, and other admin users, whereas Standard users wi...