Getting Started

This section contains no articles.

Reporting

• Run, export, and schedule reports

  Find every report under Reporting, set a date range and form, generate and export it, schedule it, see the history log, or ask the Agent to build one.Popular

• Form visibility: Public, Hidden, and Hidden Plus

  What the Public, Hidden, and Hidden Plus visibility settings do for a form, and how to change them.Popular

• Fraud Prevention: How SmartChange Protects Organizations and Donors

  How SmartChange screens payments with Stripe Radar and monitors money laundering and sanctions risks, plus your team's two-factor and audit log tools.Popular

• Pricing Plans

  Compare the Standard, Growth, and Professional plans (fee, monthly price, payout frequency, team size) and change plans in Settings → Plan & billing.Popular

• How SmartChange Helps You Keep More

  SmartChange charges one fee per contribution with card processing included, set by your plan, and contributors can choose to cover it. No tip prompts.Popular

• Design your form

  Use the form designer to choose content blocks, a layout, a theme, fonts, and colors, preview on desktop and mobile, and save a design as a template.Few readers

• What's new in SmartChange 2.0

  A tour of what changed in SmartChange 2.0: organizations, the new sidebar, forms, events, memberships, slates, the store, reports, plans, the Agent, and more.Few readers

• Ask the Agent

  Use the Agent to ask about your data, start a form or report, draft an email, and find contributors to win back. It asks before changing anything.Few readers

• Connect your own tools: API keys, webhooks, and MCP

  Create API keys, send webhooks, connect an AI assistant over MCP, and check request logs from More → Developer.Few readers

• Manage recurring contributions

  See every recurring contribution, pause, resume, or cancel one, retry failed payments, and report on recurring revenue in SmartChange.Few readers

• Connecting DonorPerfect

  Connect DonorPerfect from Developer → Integrations to record each contribution on the matching donor, with your GL and solicitation codes.Few readers

• Connecting Action Network

  Connect Action Network from Developer → Integrations so each form gets a fundraising page and each contribution is recorded with the person who gave.Few readers

• Integrations: what connects to SmartChange

  The 11 tools SmartChange can send data to, what each one sends, and how to tell when an integration needs attention.Few readers

• Connecting NationBuilder

  Register an OAuth app in your nation, then connect NationBuilder from Developer → Integrations to record each contribution with a tracking code per form.Few readers

• Set up memberships

  Create membership tiers with monthly or yearly dues and benefits, design the membership card for Apple or Google Wallet, and track members.Few readers

• Set up an event

  Set an event's date, venue, and capacity, add ticket types, design the Wallet pass guests get, and track ticket sales in SmartChange.Few readers

• What is a Bundler? Peer Fundraising on SmartChange

  Bundlers are contributors who share your form with their own link. See what each one raised in form Settings or the Bundler performance report.Few readers