Givzey Customer Resource Library

Givzey's Customer Resource Library covers the best practices for Intelligent Gift Documentation Management and how to use the platform.Your home for documenting gift intent, formalizing verbal agreements, and increasing bookable revenue with Givzey's Intelligent Gift Documentation Platform.

 

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General User Resources

The most common resources for all users.

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Manager Resources

The most common resources for managers.

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Organization Admin Resources

The most common resources for admins.

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General User Resources

An Introduction to Givzey

A short video to help you understand what Givzey is and how we help you

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Manage Agreements & Installments

How to manage the status of agreements and installments

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First Time Account Setup

How to set up your account and reset your password

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Create & Send a Pledge

How to create and send a pledge with Givzey

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Create & Send an Invoice

How to create and send an invoice with Givzey

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Create & Send a Letter of Intent

How to create and send a Letter of Intent (LOI) with Givzey

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Creating a Complex Pledge

Split designations, varying installment amounts, or custom dates

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Adding Additional Parties

Copying additional parties on email confirmations

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What Happens After Sending?

Understand what happens after sending an agreement

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Take Action from the Dashboard

Filter/Search/Download/Print from the dashboard

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Transaction View

An overview of the transaction view

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Agreements by Status

View and understand agreements by status

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Invoice Status

Manage invoice status

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Pause Reminders

How to pause nudge reminder sequences

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Modify Timing & Messaging

Modify the timing or message of nudge reminder sequences

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Managing Reminders for Fundraisers

Managing pledge reminders for fundraisers

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Managing Installment Status

Managing pledge installment status

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Manual Pledge Reminders

How to manually send a pledge payment reminder

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Disabling Reminders Before Sending

Disabling pledge payment reminders for an individual agreement before sending

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Delete Agreements After Sending

How to delete an agreement after sending

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Bulk Uploads

How to use bulk uploads

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Save Custom Message Templates

How to save custom message templates

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Adding New Users

How to add new users to Givzey

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View or Print

How to view or print pledge confirmations

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Canceling & Deleting Agreements

How to cancel and/or delete an agreement

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Query & Bulk Send Reminders

How to query and bulk send reminders to outstanding commitments

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Manager Resources

Manager View: Confirmed Pledges

How to see the manager view of confirmed pledges

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Access Manager Information via Dashboards

How to access manager information in the dashboards

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Apply Pledge Payments in Dashboard

Advancement Services: Applying Pledge Payments in the Givzey Dashboard

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Modifying Agreements After Approval

How to modify an agreement after it's been approved

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Organization Admin Resources

Create New User Groups

How to create new user groups

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Edit User Group Templates

How to edit templates for user groups

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Edit Smart Gift Agreement Footer

How to edit organization address information in the Smart Gift Agreement footer

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Customizing Reminder Sequences

How to customize reminder sequences

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Custom Payment Types

How to customize payment types based on user groups or agreement type

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