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Last Updated: 07/28/2025
in Data & Reporting
*Fiserv (formerly CardConnect) Automatically sync your donor and transaction data from GiveSmart Events & Fundraise to GiveSmart Donor CRM. This unidirectional sync provides accurate and actionable insights into your GiveSmart fundraising activi...
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Last Updated: 07/23/2025
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: 07/01/2025
in Gifts
Quick Gift Entry uses pre-filled fields to speed up the process of recording a gift. Instead of entering each field manually, you can use a quick entry template to pre-populate certain fields and expedite gift entry. This article details how t...
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Last Updated: 06/23/2025
in Setup & Settings
If you have a license with DonorSearch, you'll need to add your API key to GiveSmart Donor CRM to integrate the products. Locate Your API Key in DonorSearch Login to your DonorSearch online account at: www.donorlead.net Click My Account ...
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Last Updated: 06/23/2025
in Setup & Settings The Client Settings can be found by clicking on your name in the top right, and selecting Client Settings from the drop down. ...
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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 ...
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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. After three failed attempts, the card is placed in a "soft-blocked...
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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 O...
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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...