-
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...
-
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 ...
-
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...
-
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...
-
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 ...
-
Last Updated: 01/06/2025
in Product Updates 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...
-
Last Updated: 11/05/2024
in Data & Reporting
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. ...
-
Last Updated: 10/04/2024
in Data & Reporting
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...
-
Last Updated: 08/30/2024
in Setup & Settings
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,...
-
Last Updated: 08/05/2024
in Setup & Settings
The search bar in GiveSmart Donor CRM utilizes AI to learn how you like to search. The more you use it, the more in tune it becomes to your common use cases. It has elastic search functionality which allows it to pull suggested contacts or recor...