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Add-On Services
With three service offerings available to help you maximize your annual subscription, you have the opportunity to make an even bigger impact on your mission. We also offer partner-supported help for your onsite events.
Smart Session: 1-Hour Consultation
Our live, private, video conference sessions (up to one hour) offer training or collaborative work with an expert Fundraising Technology Advisor. You can use Smart Sessions to:
Help your team learn more about the platform
Answer your team's questions and train them before an event
Help you get started on a fundraiser
Review a site before going live
And more!
Smart Setup: 8-Hour Collaboration and Configuration*
Over several months, your team will connect regularly (up to eight hours) with an expert Fundraising Technology Advisor. You will gain an extension of your team to help configure GiveSmart for any upcoming fundraising campaigns and donor management plans. You can use Smart Setup to:
Fully set up one GiveSmart campaign, event, or fundraiser, and get tips, tricks, and training along the way
Gain insight into best practices for future growth and fundraising success offering
Implement Donor CRM initially, including things like data cleanup and conversion
*Included in our Expert Plan and Expert Bundle
Live Event Support by a Remote Technician
Want more time to focus on your donors and volunteers? Add on live event support with a GiveSmart Remote Technician. Leave the behind-the-scenes technology management of your event to our on-call experts. Your day/night of dedicated staff can:
Solidify and confirm your event day details during a prep call with your technician
Monitor platform activity, close fundraising items, process payments, and other platform operations remotely on event day to save time
Immediate remote access to your dedicated technician to put your mind at ease
And more to free up your time for what matters most!
“The staff at GiveSmart is great to work with.
The assistance they provide in getting our events set up is valuable. They are responsive to calls and emails.
When we have had in person events, the event manager and staff have always been amazing!”
- Nancy C., Academy of the Holy Angels
Onsite Event Help
Onsite event help is exclusively provided by our certified Smart Partners. The Smart Partners Program provides you with vetted, trusted staff who can help provide best-in-class, onsite GiveSmart support for those organizations that want it.
Smart Partners
All Smart Partners have undergone the Smart Certification process, ensuring a highly qualified team to support your event. They receive expert-level and ongoing product training and must annually demonstrate competency with the GiveSmart platform before becoming a certified Smart Partner.
Your Smart Partner will be in the room with you to execute guest registration, send text messages, manage incoming donations, help with silent auction bids, reconcile the auction, process payments, and more.
