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Last Updated: 06/28/2024
in Contacts
Contact records can be bulk edited to apply or remove tags, delete records or merge 2 or more records. Locate the bulk action feature by selecting Donors & Contacts from the left navigation, and select Contact Listing from the dropdown. ...
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Last Updated: 06/28/2024
in Data & Reporting
You can copy your reporting data from GiveSmart Fundraise to GiveSmart Donor CRM with a few simple clicks. Exporting Donor Data from GiveSmart Fundraise The first step is to gather your data from GiveSmart Fundraise. This is similar to any other...
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Last Updated: 06/28/2024
in Data & Reporting
Transferring Data from Popular Data Sources The GiveSmart implementation staff has extensive experience converting Fundraising CRM data from a wide variety of data sources, including other CRM systems. While we expect the data to be provided in ...
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Last Updated: 06/28/2024
in Setup & Settings
Customer Support Normal business hours are: Monday through Friday 7:00 am to 4:00pm Pacific Time. Email: givesmart-help@communitybrands.com GiveSmart Donor CRM Help Center Find technical guides and training videos in the GiveSmart Donor ...
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Last Updated: 06/28/2024
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 in DonorSearch Login to your DonorSearch online account at: www.donorlead.net Click My Account in t...
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Last Updated: 06/27/2024
in Setup & Settings
General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donat...
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Last Updated: 06/27/2024
in Gifts
Create in honor or in memory gifts within GiveSmart Donor CRM. Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to the 2nd section of the gift entry pro...
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Last Updated: 06/27/2024
in Setup & Settings
Watch this video to learn the difference between the Smart Donor Score and DonorSearch results. ...
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Last Updated: 06/27/2024
in Data & Reporting
Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...
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Last Updated: 06/27/2024
in Data & Reporting
Quick and advanced filters are available when viewing the Gift and Contact listings. Quick Filters: allow you to quickly search based on basic information such as dates, name, address, or tags Advanced Filters: are set up by selecting...