Other settings worth considering

There are lots of things to think about when setting up a new database, so below are a few things you may also need to consider:

  1. Set up your GDPR settings and the self-service preference centre (Professional feature)
  2. Configure email settings so that you can send transactional (one off) emails from Donorfy
  3. Create your acknowledgment templates for thank you letters, and other one-off comms
  4. Review and fine-tune Opportunity Types to match your requirements
  5. Sign up to some training on how to get the most out of Donorfy for your organisation from one of our Partners 
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