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.
2023 Updates and New 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 |
| 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 |
| New | 16/05/2023 | A brand new integration from Donorfy. Now open for Beta Testing. | |
| Update | 16/05/2023 | Update to the way in which Google Drive images are added to Acknowledgements and donation Forms | |
| Update | 15/03/2023 | Clarification to which emails the Preference Update Link can be used within | |
| New | 09/02/2023 | How to add Apple Pay, Google Pay and PayPal to your Web Widgets | |
| New | 09/02/2023 | Disabling Apple Pay, Google Pay and PayPal buttons on your Web Widgets | |
| New | 03/01/2023 | How to set up notifications for Forms |
2022 Updates and New Articles
| Article | Type | Date | Summary |
|
and 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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