Configuration

  • Settings overview

    When you get started with Donorfy you're going to want to set up the system to reflect your organisation's ...

    Robin Fisk
  • Settings

    Settings allows you perform various system administration functions, such as adding users, adding, changing...

    Ben Brett
  • Acknowledgement Placeholders

    A Placeholder will automatically populate with data when you use them in your letter/email. These make crea...

    Graham Bell
  • Getting started with GDPR

    In the GDPR overview you saw how Donorfy to helps you comply with GDPR, so how do you get started in settin...

    Graham Bell
  • Channels

    The channels displayed on a constituent's profile are the methods by which you can contact a constituent.  ...

    Graham Bell
  • Creating Purposes

    Donorfy also allows you to set the purposes relating to how your organisation would like to contact your co...

    Graham Bell
See all 20 articles

User Management

  • Two Factor Authentication

    Two factor authentication is an additional security feature designed to help prevent unauthorised access to...

    Ben Brett
  • Inviting Other People to Use Donorfy

    If you a member of the admin role you can invite other people to use Donorfy, to do this Click on Users un...

    Ben Brett
  • User Permissions

    Within your Donorfy the system administrator/s are able to restrict access to different areas and features....

    Ben Brett
  • Managing Users and Security

    If you a member of the admin role you can control the access other people have to Donorfy, to do this Clic...

    Ben Brett
  • Unable to sign in as an Administrator

    This article explains how you can sign into your Donorfy system as an admin in the case where the only pers...

    Robin Fisk

Constituent management

  • Adding a Constituent Tag

    Firstly you need to set up the tags - this article explains how to set up tags - you need to make sure your...

    Graham Bell
  • Constituents - overview

    Constituents are the people and organisations in your database. Constituents are classified by a Constituen...

    Robin Fisk
  • Constituent Types

    Constituents are the people and organisations that you interact with and the Constituent Types are the broa...

    Ben Brett
  • Salutation & Label Names

    A constituent's salutation is used at the start of a letter or email - e.g. Dear John, label name is us...

    Ben Brett
  • Preferred Address, Email & Phone Numbers

    Preferred addresses are set within your Constituent Preference Centre under the preferred Channel setting, ...

    Ben Brett
  • Households and Constituents that Share an Address

    If you have records for constituents that share an address - e.g. for a household or a company - you can ma...

    Ben Brett
See all 28 articles

Lists

  • Lists Overview

    Lists provide a way to view the information about constituents and financials within your database. The Lis...

    Graham Bell
  • Creating a new List

    Lists give you a way to view the information in your database. When you create a List you need to ask yours...

    Robin Fisk
  • List Tags - Tagging a List

    You can create Tags for your lists so that they can be categorised and organised. Creating List Tags These ...

    Graham Bell
  • Using Dynamic Date Filters with Lists

    When adding a filter to a list using a date field Donorfy allows you set up a filter that is dynamically ap...

    Ben Brett
  • List Management

    This article covers deleting and copying a list.   Deleting a List From time to time it may be necessary to...

    Graham Bell
  • Downloading a List

    All Lists in Donorfy can be quickly and easily downloaded so that you can either create a mailing from, use...

    Ben Brett
See all 14 articles

Reports & Analysis

  • Types of Dashboard Tile

    These are the types of dashboard tile you can add Funds Funds - Fund Income   Shows total number of trans...

    Ben Brett
  • Setting Up Dashboard Tiles

    You can add tiles to the Donorfy Dashboard as follows In Settings | Configuration search for Dashboard Tile...

    Ben Brett
  • Donor Pyramid & Donor Giving Stars

    At the top of a constituent profile, you will see a number of stars. The number of stars that are displayed...

    Ben Brett
  • Creating a Report from a List

    You can create a report from a list or a search in Donorfy by clicking on the Prepare Report button - highl...

    Ben Brett
  • Donorfy Data Service (OData)

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   To use this fea...

    Ben Brett
  • Using Power BI with Donorfy

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   Power BI retri...

    Robin Fisk
See all 9 articles