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Last Updated: 06/27/2024
in Contacts
Watch this video to learn how to edit a record in your GiveSmart Donor CRM account. Steps to edit a contact record In the Search bar in the upper left corner, type the name of the record Select the record from the dropdown lis...
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Last Updated: 06/27/2024
in Data & Reporting
GiveSmart Donor CRM Data Conversion When you add GiveSmart Donor CRM, our Services Team will perform your data conversion to get all of your external data into Donor CRM. However there are still a few items that will need to be completed by you ...
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Last Updated: 06/27/2024
in Setup & Settings
Watch this video to learn about the dashboard on your GiveSmart Donor CRM account. Dashboard Containers Total Raised Year to Date Quick total of funds raised year to date Quick Actions Link to Invite a Team Member Link to A...
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Last Updated: 06/27/2024
in Data & Reporting
Create a custom report From the left navigation, select Reports Click +Add New Enter a unique report name and select a specific data set Customize the report by selecting a date range and adding/removing columns
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Last Updated: 06/27/2024
in Data & Reporting
Donor profiles that are created in Donor CRM through the automated data sync process will match based on the GiveSmart Fundraise or Events Donor ID and will compare that to the email & phone number the donor uses when completing a new transaction....
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Last Updated: 06/27/2024
in Communication
Watch this video to learn how to add a signature image to your GiveSmart Donor CRM account. Add Signature to Email Template From the left navigation select Gifts > Send Gift Thank Yous From the dropdown at the top, click on the Edit...
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Last Updated: 06/27/2024
in Gifts
Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account. Steps to add a gift record From the Quick Actions container within the dashboard, click RECORD A GIFT Select a donor Add to ex...
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Last Updated: 06/27/2024
in Contacts
Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account. Steps to add a new contact record From the Quick Actions container within the dashboard, click ADD NEW CONTACT button Enter New Contact...
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Last Updated: 06/27/2024
in Data & Reporting
Watch this video to learn about activities and task management capabilities in your GiveSmart Donor CRM account. View Admin Activities Personal activities can be viewed from the Dashboard. Scroll to the Activities section to view all a...
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Last Updated: 06/27/2024
in Setup & Settings
Watch this video to learn the basics of what your GiveSmart Donor CRM has to offer and take a tour of the application. ...