What's new in SmartChange 2.0

SmartChange 2.0 is live. Here is what changed and where to read more. Each section names the article that covers it.

Organizations

Your account is now organized by organization. Everything you see belongs to the organization shown in the switcher at the top left. See Create organization and start fundraising.

A new workspace

A sidebar replaces the old menus: Dashboard, Transactions, and Contributors, then Forms and Store, then Finance, Reporting, and Marketing. Developer is under More. Settings open from the gear in the top bar. See Getting around the workspace.

Forms

Fundraisers, events, and memberships are all forms. When you create one, choose Fundraiser, Event, or Membership. The type can't be changed later. A new form goes live as soon as you create it. See Create a form.

Amounts and giving options

Each form's Settings tab sets one-time, recurring, and spare change giving, recurring intervals, and limits. See Set amounts and giving options.

Design

The form designer has layouts, themes, fonts, and colors, with desktop and mobile previews. See Design your form.

Events and memberships

Events have ticket types, capacity, and a Wallet pass for each guest. Memberships have named tiers billed monthly or yearly. See Set up an event and Set up memberships.

Recurring contributions and refunds

You can pause, resume, or cancel a recurring contribution. Failed recurring payments show under Finance → Lapsed subscriptions, where you can retry the card on file. Refunds can be full or partial. See Manage recurring contributions and Refund a contribution.

Slates

A slate splits one contribution across several fundraisers. Find it under Forms → Slates.

Store

Sell items from a store, with a shared inventory, orders, and shipping profiles. See Sell merchandise with a store.

Reports

All reports live under Reporting. Each one can be generated for a date range, filtered by form, scheduled, and exported. See Run, export, and schedule reports.

Plans

There are three plans: Standard, Growth, and Professional. Each has its own fee, payout frequency, and team size. See Pricing Plans.

The Agent

Click Agent in the top bar to ask about your data, start a form, or build a report. It asks before changing anything. See Ask the Agent.

Integrations

Connect 11 tools from More → Developer → Integrations. See Integrations.

Team roles and security

There are three roles: Organization owner, Organization manager, and Viewer. Owners can require two-factor authentication for everyone, and the audit log keeps a record of changes for seven years. See Understanding Team Roles and Permissions and See who changed what: the audit log.

Finding your way

• Workspace tour: Click Explore what's new on the Dashboard, or open the Help and tours menu (the ? button) and choose Workspace tour.
• Setup checklist: Click Finish setting up on the Dashboard.
• Page tours: Each page shows a short tour the first time you open it. Replay it from ? → Show this page's tour.
• Search: Press Cmd+K (Ctrl+K on Windows) to find contributors, forms, and candidates.

Questions? Email us at support@smartchange.app.

Updated on: 25/09/2026