Donorfy CRM
These are the Knowledge Base articles for Donorfy.
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