Updated and new Knowledge Base articles


Here at Donorfy we regularly release updates to our software to ensure that it is working as intended and also to add additional functionality that we know you'll love.

Keeping you up-to-date on these changes is key to you so that you can continue making the best use of Donorfy in your everyday work, enabling you to do more of what matters.

Below you will find all of the most recent additions to our Knowledge Base, along with updates to existing articles. Items in bold are key updates.

You can stay updated with changes to this article by clicking on the 'follow' button. each time a change is made to the article, you'll receive an email. 



2024 Updates and New Articles
Article Type Date Summary
Dashboards Overview Update 11/07/2024 New custom Dashboards!
Constituents (API)  Update 24/06/2024 Accommodation of unconfirmed Channel preferences
Updating Web Widgets to allow for long reCaptcha tokens New 13/06/2024 Stripe periodically issues long reCaptcha tokens for payments via Web Widgets - this article provides the details of how to update your Stripe Web Widgets. 
Auto Tagging Update 07/06/2024 Updated process relating to how Auto-Tags are applied overnight. Only Tags that do not fulfil the Auto-Tags rules are now removed before Tags are applied to Constituents who meet the rules.
Importing the Multi-Day Transaction file from Facebook Update 15/03/2024 New process related to refunded donations reported within your Facebook Transaction Report.  
New Version of Lists Major Update 05/03/2024 All articles relating to Lists updated due to major updates and new features released within Lists
JustGiving - settings and mappings overview Update 16/02/2024 Where supporter confirms they wish to be informed about the impact of their donation(s) the Email Channel will be set to Yes
The Preferred channel will be updated also
Importing the Multi-Day Transaction file from Facebook Update 16/02/2024

Where the Facebook file contains null details Donorfy will use preset defaults 

Where supporter confirms they wish to be informed about the impact of their donation(s) the Email Channel will be set to Yes
The Preferred channel will be updated also



2023 Updated Articles
Article Type Date Summary
Download your Donorfy Invoices New 07/11/2023 You can now download your previous invoices directly from your Account area in Donorfy
Creating a Sandbox in Donorfy New 20/10/2023 Sandboxes for Donorfy now available for Professional Users
Forms Overview Update 12/10/2023 Addition of Organisations to Forms
Creating and Editing Forms
Form Elements
Disconnecting Mailchimp New 10/10/2023 How to disconnect from Mailchimp
Meta’s partnership with PayPal Giving Fund UK (PPGF) News 21/09/2023 How we are responding to Meta's move to use PayPal Giving Fund as their donation payment provider
Enthuse - How Transactions are added Update 15/09.2023 Additional information about locating Enthuse payments in Transaction Lists 
What does the Donorfy to Mailchimp sync do? Update 14/09/2023 Clarification of how the Preferred Channel = Do Not Contact works within the Mailchimp sync
Bulk Deletion of Timeline Activities New 23/08/2023 How to bulk delete Activities in your Donorfy 
Payment Methods Update 10/08/2023 Update with pre-configured and system defaults
Transaction Entry Defaults Update 10/08/2023 Clarification of what Transaction Entry Defaults are used for
Prospect Research Info Update 10/08/2023 Update related to additional tabs available within the Prospect info panel
Settings overview Update 10/08/2023 Links to settings articles added

Forms - Google Analytics

Update 31/07/2023 Update relating to Google Analytics 4 (GA4)

Moving Donations from the Ready to Claim tab to the Active Claim tab in bulk

New 26/05/2023 How to move your Ready to Claim Gift Aids in bulk to the Active Claim

Enthuse integration

New 16/05/2023 A brand new integration from Donorfy. Now open for Beta Testing.

Adding Pictures to Acknowledgements, Documents and Forms

Update 16/05/2023 Update to the way in which Google Drive images are added to Acknowledgements and donation Forms

Including a Preference Update Link in an Email

Update 15/03/2023 Clarification to which emails the Preference Update Link can be used within 

Adding PayPal, Apple Pay and Google Pay to your Web Widgets

New 09/02/2023 How to add Apple Pay, Google Pay and PayPal to your Web Widgets

Disable Apple Pay, Google Pay or PayPal on Web Widgets

New 09/02/2023 Disabling Apple Pay, Google Pay and PayPal buttons on your Web Widgets

FAQ: Notification of completed Form

New 03/01/2023 How to set up notifications for Forms



2022 Updated Articles
Article Type Date Summary

JustGiving - FAQs


Eventbrite – how email addresses are matched to constituents

Update 22/12/2022 Change related to the way in which supporters and attendees are matched to existing Constituents in Donorfy. The process now uses the Confidence scores as described in the duplicates process.
Forms - Google Analytics New 15/12/2022 Details on how to add a Tracking Code to Donorfy Forms
Initiating Mailchimp Automations or Supporter Journeys from Donorfy Update 14/12/2022 Update relating to Mailchimp sunsetting the Classic Automations feature.

This relates to all areas where Classic Automations can be used:
Updating Transactions using the File Uploader Temporary Update 13/12/2022 A note about Campaigns and Transaction updates
Changing a Constituent's Constituent Type New 06/10/2022 How to change a Constituent's Constituent Type
Settings overview Update 05/10/2022 Links to settings articles added
Updating Tags on Constituent Profiles New 30/09/2022 Update Tags with adding extra data where that Tag already exists on Constituent Profiles
Payment via Stripe - Overview New 30/09/2022 Provides an overview of the Stripe integration, what it does and does not do
Implementing Web Widgets on your website Update 30/09/2022 Addition of further best practices
Trigger Actions - Create a Word Document New 29/09/2022 Create a document for Mail Merge by a Trigger Action
Triggers Update 29/09/2022 New Trigger Types for Pledges
New Trigger Actions for Document/Letter Printing and Dotdigital integration
Standalone Pledges New 28/09/2022 How to add Pledges not linked to an Opportunity.
Adding a Constituent to Donorfy New 22/09/2022 Pooling of details from a number of sources into a central article
Adding Custom Fields to Activities Update 20/09/2022 Clarification of the maximum number of characters for a field title and the data entry
Sending Transactions to Xero for reconciliation Update 08/09/2022 £0.00 or Null value allocations prevent the Transaction from being sent to Xero
FAQ: Can I add a required field? New 30/08/2022 A way to add an alternative to a required field to your Donorfy Forms
Trigger Placeholders Update 25/08/2022 Updated Placeholder names and addition of 3 more Gift Aid related Placeholders
Accounts Download Update 16/08/2022 Clarification of Processing Costs on a Transaction List Account Download
Update Web Widget Communication Consents  New 30/09/2022 How to update your Web Widget communication Consents when Channel consents options have been changed from Opt-in to legitimate interest and vice-versa
Introducing Background Lists New 26/07/2022 Optimised way of running Lists 
Update Forms Communication Consents  New 26/07/2022 How to update your Form's communication Consents when Channel consents options have been changed from Opt-in to legitimate interest and vice-versa
Channels Update 18/07/2022 Includes a more defined way to manage legitimate interests
Available Form Elements Update 14/07/2022 Addition of Membership Element


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