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Last Updated: 01/14/2025
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 in...
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Last Updated: 02/17/2025
in Gifts Gifts can be bulk edited to delete gifts, add/change available fields or remove fields. Locate the bulk action feature by selecting Gifts from the left navigation, and choose Gift Listing from the dropdown. To apply an advanced filter or da...
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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...
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Last Updated: 02/03/2025
in Communication
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...
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Last Updated: 02/03/2025
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 ...
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Last Updated: 01/22/2025
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: 01/10/2025
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 will...
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Last Updated: 01/09/2025
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: 01/07/2025
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 overhe...
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Last Updated: 01/06/2025
in Product Updates 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 ...