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 needs. This article provides a list of the settings, along with their meanings. It is designed to help you prepare for your implementation. ...
Robin Fisk -
Settings
Settings allows you perform various system administration functions, such as adding users, adding, changing or deleting entries on the various lists etc To access configuration and user management options open the sub menu under Settings as shown ...
Ben Brett -
Acknowledgement Placeholders
A Placeholder will automatically populate with data when you use them in your letter/email. These make creating a letter within a batch or to send ad-hoc really quick and efficient. You can include the placeholders listed below into which Donorfy ...
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 setting it up? Step 1 A constituent’s preference centre is made up of 3 areas, each of which will require configuring to suit your organisation’s ...
Graham Bell -
Channels
The channels displayed on a constituent's profile are the methods by which you can contact a constituent. Donorfy will come pre-configured with the following standard channels. These channels can't be changed as they are also used as part of inte...
Graham Bell -
Creating Purposes
Donorfy also allows you to set the purposes relating to how your organisation would like to contact your constituents, such as fundraising and news, membership, policy, events, etc. Purposes can be set to be administered at either operator only le...
Graham Bell
Security and User Management
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Keeping your organisation's information safe
Keeping your organisation's information safe and protected from those with malicious intent has long been a priority of businesses. Whilst there are lots as a CRM provider that we do to ensure that your data is protected we thought we’d compile a ...
Graham Bell -
Donorfy Security Centre
Keeping your Donorfy secure and maintaining security is always a high priority for system administrators, and to help you do just this the Security Centre Dashboard will provide you with the information you need. What information does it provide? ...
Graham Bell -
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 under Settings click on the ‘Send Invites to New Users’ tab enter the name and email address of the person you want to invite choose the type ...
Ben Brett -
User Permissions
Within your Donorfy the system administrator/s are able to restrict access to different areas and features. There are 3 main levels of user security permissions: Viewer, Standard, and Administrator. For the Professional Plan, there is more custom...
Ben Brett -
Two Factor Authentication
Two factor authentication is an additional security feature designed to help prevent unauthorised access to your Donorfy by asking you to enter a code generated by your phone when you sign in. To use two factor authentication you need an authenti...
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 Click on Users under Settings Select the ‘Existing Users’ tab From this tab you can Change user access rights (permissions) - see this for mor...
Ben Brett
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 Tag Category can be applied to Constituents - see screenshot below: Once your tag categories and tags are all set up, along with any ext...
Graham Bell -
Constituents - overview
Constituents are the people and organisations in your database. Constituents are classified by a Constituent Type. Constituent Types can be flagged as Groups - meaning they are organisations of some sort, and display slightly differently in Donorf...
Robin Fisk -
Constituent Types
Constituents are the people and organisations that you interact with and the Constituent Types are the broad categorisations of the constituents you have in Donorfy - e.g. individual, company, church, trusts, etc. Constituent Types should be exclu...
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 used at the top of an address e.g. Mr John Smith Donorfy will use a default salutation and label names using the name information available...
Ben Brett -
Preferred Address, Email & Phone Numbers
Preferred addresses are set within your Constituent Preference Centre under the preferred Channel setting, and allows you to respect a constituent’s wishes by staying in contact with them by their preferred way. Depending on the data within the...
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 manage this in Donorfy as follows The address should be entered against one of the constituents in the normal way - for individuals this wou...
Ben Brett