Donorfy CRM
These are the Knowledge Base articles for Donorfy.
Configuration
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Settings overview
When you get started with Donorfy you're going to want to set up the system to reflect your organisation's ...
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Settings
Settings allows you perform various system administration functions, such as adding users, adding, changing...
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Acknowledgement Placeholders
A Placeholder will automatically populate with data when you use them in your letter/email. These make crea...
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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...
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Channels
The channels displayed on a constituent's profile are the methods by which you can contact a constituent. ...
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Creating Purposes
Donorfy also allows you to set the purposes relating to how your organisation would like to contact your co...
User Management
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Two Factor Authentication
Two factor authentication is an additional security feature designed to help prevent unauthorised access to...
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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...
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User Permissions
Within your Donorfy the system administrator/s are able to restrict access to different areas and features....
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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...
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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...
Constituent management
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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...
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Constituents - overview
Constituents are the people and organisations in your database. Constituents are classified by a Constituen...
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Constituent Types
Constituents are the people and organisations that you interact with and the Constituent Types are the broa...
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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...
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Preferred Address, Email & Phone Numbers
Preferred addresses are set within your Constituent Preference Centre under the preferred Channel setting, ...
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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...
Lists
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Lists Overview
Lists provide a way to view the information about constituents and financials within your database. The Lis...
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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...
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List Tags - Tagging a List
You can create Tags for your lists so that they can be categorised and organised. Creating List Tags These ...
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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...
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List Management
This article covers deleting and copying a list. Deleting a List From time to time it may be necessary to...
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Downloading a List
All Lists in Donorfy can be quickly and easily downloaded so that you can either create a mailing from, use...
Reports & Analysis
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Types of Dashboard Tile
These are the types of dashboard tile you can add Funds Funds - Fund Income Shows total number of trans...
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Setting Up Dashboard Tiles
You can add tiles to the Donorfy Dashboard as follows In Settings | Configuration search for Dashboard Tile...
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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...
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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...
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Donorfy Data Service (OData)
This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing To use this fea...
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Using Power BI with Donorfy
This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing Power BI retri...