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 ...
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
User Management
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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
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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...
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
Lists
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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
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...
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