Welcome to Donorfy Support
Using Donorfy Support
Getting Started
Getting started - Setting up Donorfy
- Getting Started with Donorfy - configure, import, integrate
- Quick Start Guide: online and text donations, with Gift Aid
- Configure Donorfy
- Invite your team to Donorfy
- Set up your online donation pages
- Import your data
Getting started - Finding your way around Donorfy
Video Resources and Overviews
Video Library
- Overview video
- Constituents video
- Constituent Management - Video
- Preference Centre - Video
- Constituent Tags - Video
- Campaigns video
Deep Dives
- Facebook Giving Tools Deep Dive - September 2020
- Acknowledgments Deep Dive - July 2020
- Forms Deep Dive - June 2020
- Lists Deep Dive - May 2020
- Xero Deep Dive - April 2020
- MailChimp Deep Dive - November 2019
FAQs and Error Messages
General FAQs
- Keeping your organisation's information safe
- Donorfy Terms and Conditions, Privacy Notice and Direct Debit Guarantee
- Product Development and Feature Update Requests
- Excel doesn't display diacritics (accents) in download files
- Resetting your password / Forgotten your password
- Changing Your Username or Password
Finance FAQs
Donorfy CRM
Configuration
- Acknowledgement Placeholders
- Settings
- Getting started with GDPR
- Channels
- Creating Purposes
- Consent Statements
User Management
Constituent management
- Adding a Constituent Tag
- Constituents - overview
- Constituent Types
- Salutation & Label Names
- Preferred Address, Email & Phone Numbers
- Households and Constituents that Share an Address
Forms
- Introduction to Forms
- Creating and Editing Forms
- Form Submissions, Statistics and History
- Form Appearance
- Standalone Forms
- Form Security
Lists
- Lists Overview
- Creating a new List
- List Tags - Tagging a List
- Using Dynamic Date Filters with Lists
- List Management
- Downloading a List
Reports & Analysis
- Types of Dashboard Tile
- Setting Up Dashboard Tiles
- Donor Pyramid & Donor Giving Stars
- Creating a Report from a List
- Donorfy Data Service
- Using Power BI with Donorfy
Fundraising
Trusts and Foundations
Campaigns
- Campaigns - overview
- Campaign Profile Details
- Tagging Campaigns
- Segmented campaigns
- Campaign Analytics
- Campaign Expenses
Opportunities
Events
Online Donations
Online donations
- Allowing Purposes in Web Widgets
- Taking Donations Online
- Online giving options with Donorfy
- Web Widgets
- Web Widgets Donations and Existing Constituents
- Viewing the donations that were made via your website
Security
Campaign Donation Pages
Stripe
- IMPORTANT - Stripe Web Widgets: Action Required before 12th September 2019 for SCA
- Updating Your Web Widgets to Use Strong Customer Authentication (SCA)
- Connecting to Stripe
- Creating a Stripe Payment Card Donations Web Widget
- Using reCaptcha with your Stripe Web Widgets
- Stripe Email Receipts
GoCardless
Financial Management - Processing
General
- Gifts in Memory / Gifts in Celebration
- Gifts in Kind
- Payments and Allocations - the two halves of a Transaction
- Handling Donations made in Different Currencies
- Campaigns, Products and Funds explained
- Transaction Data Summary
Timeline Transactions
Gift Aid - Constituents
Batch Transactions
Acknowledgements and Letters
Financial Management - Regular Payments
Recurring Payment Instructions (RPIs)
- Overview of Recurring Donations and Memberships Fee Collection
- Adding a new Recurring Payment Instruction (RPI)
- Linking a Beneficiary to a Transaction or Recurring Payment Instruction
- Increasing an RPI (RPI Upgrade)
- Cancelling a Recurring Payment Instruction
- Cancelling an RPI paid by GoCardless
Electronic Fund Transfer (EFT)
Financial Management - Accounts
Gift Aid
- Gift Aid - Getting Started
- How is a Gift Aid Claim compiled and submitted? Eligibility explained.
- Checking Gift Aid Sign On Details
- Preventing Gift Aid Claims against certain products or payment methods
- Correcting Errors in Gift Aid Claims
- Gift Aid - Frequently Asked Questions
Accounts
Xero
Data Management
Using the File Uploader
File Upload (Importing Data)
- Updating the Data Preparation Template
- Importing Constituents
- Creating connections between existing constituents using the file uploader
- Creating connections & beneficiaries links using the file uploader
- Importing Donations (Transactions)
- Uploading Soft Credits
File Upload (Updating Data)
Other types of Import Files
Data Cleaning
Triggers
Data Management FAQs
Standard Integrations
- Sending Emails from Donorfy
- Creating an Email Template
- Using Gmail with Donorfy
- Error Authorising Gmail
- GMail Tokens Expiring
- Troubleshooting Problems Sending Emails
Facebook Giving Tools
Mailchimp
- What does the Donorfy to Mailchimp sync do?
- Mailchimp integration overview
- Moving to one Audience (List) in Mailchimp
- How to link Donorfy and Mailchimp
- Step 1: Mailchimp integration - Configuration settings
- Step 2: Mailchimp integration - Linking your audience to Donorfy
Eventbrite
- Changing the security setting for your Eventbrite webhook
- Eventbrite integration overview
- Linking Eventbrite and Donorfy
- Connecting an Eventbrite event to a Donorfy Campaign
- Eventbrite – activities in Donorfy
- Eventbrite – transactions In Donorfy
JustGiving
- JustGiving integration overview
- How to link JustGiving and Donorfy
- Finding your JustGiving Charity ID
- JustGiving - settings and mappings
- Adding Custom Codes to your JustGiving Fundraising Pages
- JustGiving - views of Fundraising Pages
Stripe Web Widgets
GoCardless Web Widget
Xero bank reconciliation
API
- Overview
- Interactive documentation
- Constituents
- Finding Potential Duplicates
- Constituent Purpose & Channel Preferences
- Constituent Tags
OnlineFundraising (Denmark)
Loqate
Works with Donorfy - Other Integrations
Text Giving
News
Announcements
- Increase in Card Testing - Online Fraud
- Coronavirus / COVID-19 and Donorfy's business continuity plans
- Use Stripe widgets? You need to make changes by 12th September.
- UPDATED: JustGiving's data API is now up and running
- New MailChimp integration
- New MailChimp integration coming soon
Product Updates
- Product Update -September 2020
- Product Update - June 2020
- Product Update - May 2020
- Product Update (OnlineFundraising) - March 2020
- Product Update - February 2020
- Product Update - November 2019