Settings overview – Donorfy Support

When you get started with Donorfy you're going to want to set up the system to reflect your organisation's needs. This article provides a list of the settings, along with their meanings. It is designed to help you prepare for your implementation.

To go to settings, click on the gears icon at the top-right of your Donorfy screen. If you can't see a gears icon it means you do not have Admin rights in your system: please refer to your Donorfy Admin.

Standard settings

When you get your new Donorfy system, some of the settings will already be set up. If you wish you can use them as they are and get started, meaning you can start to use Donorfy within minutes of choosing it. However most people like to customise it for their use.

Navigation

To get to the appropriate settings, use the drop-down list in the Settings page to choose the settings you wish to update.

Constituent settings

Activity Types

These represent the kinds of activity that you will record on the constituents' timelines. Such as phone calls, letters and emails sent, applications for fundraising packs and so on. See here for more info.

Address Areas

This is the drop-down list in the address part of the contact details. It's for allocating constituents to areas of the country / world by which you might want to analyse performance.

Address Regions

This is the drop-down list in the address part of the contact details. It's for allocating constituents to regions of the country / world by which you might want to analyse performance.

Communications Channels

These are the channels by which constituents can be contacted, and appear in the Communications Preferences panel on the constituent form.

Communications Exceptions

These are the purposes for which you contact constituents (e.g. campaigns, events, membership, policy etc) and allow you to set exceptions to a constituent's comms preferences for if and how you communicate with them on that subject.

Constituent Roles

This drop-down is available on the Work and Other contact details tabs, and relates to the work they do. This differs from their job title, which is what they like to be called, not necessarily what they do. Roles enables you analyse by people's roles, regardless of what it's called in their organisation.

Constituent Types

These are the highest level categorisation of constituents. There are normally only a few of these. Other attributes, such as whether someone is a member, a donor etc, are recorded elsewhere within the constituent record, using tags. See here for more info.

Countries

The drop down list of countries in the address section of the Contact Details panel.

Genders

The drop-down list of genders on the Name panel in the constituent form.

Name Prefixes

These are the drop-down values for the prefix to the last name. For example the 'van' from Dick van Dyke. It means that they don't have to be entered as part of the last name, ensuring Mr van Dyke appears in the D's, not the V's of any alphabetic listing.

Reasons for cancel, lapse etc.

At certain points in Donorfy, a reason code is required to explain why a constituent is being marked as 'do not mail', or is being archived. This is the drop-down list of those reasons.

Social Media Id's

These are the links that appear on the constituent form.

Tags and Tag Categories

This is where you set up tags and the categories in which they are displayed on the constituent form. See here for more info.

Titles

The drop-down list for title in Name panel on the constituent form.

Gift Aid Settings

Gift Aid Declaration Methods

These are the various methods by which a GAD can be received. The necessity for a written confirmation can be set here.

Integrations Settings

Email server settings

This is where you set up Donorfy's connection to your email system for one-off emails.

Eventbrite

Contains the Authentication Token that you have obtained from your Eventbrite account to enable ticket purchase information to be sync'd into Donorfy.

Connect to GoCareless

Allows Donorfy to create and connect to a GoCardless account which will enable you to collect income via Direct Debit.

JustGiving Settings

This is where you configure Donorfy for the connection to JustGiving, including how donations to your charity from fundraising pages are coded.

Loqate (formerly known as) PCA Predict

This is where you enter the key from your Loqate (formerly known as PCA Predict) . When configured Donorfy's address entry screens will contain an address search box.

Stripe Connect

Allows Donorfy to create and connect to a Stripe account which will enable you to collect income via debit and credit cards.

Web Widgets

Enables you to create widgets and generate HTML code for inclusion in your website, allowing it accept online donations via Stripe (debit/credit cards) and GoCardless (Direct Debits).

Transactions and Recurring Payment Instructions Settings

Acknowledgements and Documents

This is where you create the templates for your donation email acknowledgements and the one-off email / print documents that you can send to a constituent.

Bank Accounts

This is where you set up the accounts into which payments may be received, for example when entering a gift, or when accepting an online donation.

Channels

These are the channels by which you might receive financial transactions.

Departments

This is where Departments are set up. A Department is an attribute of a transaction for reporting purposes. It has no other meaning in Donorfy.

Funds

This is where you set up funds. Funds are used to designate the "pot" in which the value for a transaction is recorded.

Payment Method

This is where you set up the list of payment methods you wish to use. For analysis/reporting purposes, but also determines whether gifts made by this method are eligible for consideration for Gift Aid, and whether it is a recurring gift.

Products

A product in Donorfy is what the donor is "buying" when they make a donation, pay for a membership and so on. Products can be precluded from Gift Aid eligibility.

Reasons for cancel, lapse etc