Configuration

  • Payment Methods

    Within Donorfy you can add as many types of payment that your organisation used to collect payments from your supporters. Donorfy comes with some preset Payment Methods and there are some default Payment Methods for automated processes, these are...

  • Settings overview

    When you get started with Donorfy you're going to want to set up the system to reflect your organisation's needs and when you are already up and running with Donorfy you'll need to ensure that your settings continue to reflect what your organisati...

  • Searching Settings > Configuration

    Settings allow you to 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 show...

  • Activity Types

    Donorfy comes with some pre-configured Activity Types, however, other Activity Types can be added within Donorfy Settings so that the selection is applicable for your organisation's purposes. Activities are items of data that you wish to capture t...

  • Adding Custom Fields to Activities

    You can record a plethora of different types of information: notes, event attendance, mailouts, volunteering information, etc. To capture additional details not available within the main Activity fields  there are additional custom fields that can...

  • Address Area

    Apart from the usual address fields, you may want to add some further segmentation, boundaries, local teams, etc. to use for reporting or to quickly see what local team is assigned to a constituent. To add an area Open Settings > Configuration > ...

See all 38 articles

Loqate

Security and User Management

  • 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 ...

  • 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? ...

  • Inviting Other People to Use Donorfy

    If you are 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 t...

  • Managing Users and Security

    If you are a user with Administrator role permissions you can control the access other people have to your Donorfy, to do this: Click on Users under Settings Select the ‘Existing Users’ tab From this tab you can Change user access rights (permi...

  • 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...

  • Two Factor Authentication (2FA)

    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...

See all 7 articles

Your User Profile

  • User Profile

    Your user profile is located at the top right of your Donorfy screen - a circle with your initials.  Within your user profile, there are various options: Manage your user profile Manage your notifications Tasks Show guides Donorfy Academy Feature...

  • Resetting your password / Forgotten your password

    If you are not able to log in due to your password either not working or you’ve forgotten your password, you can easily reset the password by requesting a new one. To request a new password from your login page (https://app.donorfy.com/) Click on...

  • Changing Your Username or Password

    To change your username or change or reset your password sign on to Donorfy - your  initials will be displayed at the top on the righthand side - see example below     When you click on your name a form will be displayed that will enable you to m...

Stripe

  • Payment via Stripe - Overview

    Stripe allows your donors to securely give one-off and recurring gifts using credit/debit cards via the Donorfy Campaign Donation Pages and Donorfy donation Forms, Memberships and Donorfy Web Widgets.  Stripe payments are available to both Essenti...

  • Connecting to Stripe

    You can connect Donorfy to Stripe to allow you to collect one-off or recurring payments by paid by credit or debit card through a Donorfy Campaign Donate Page, Donation Form or Web Widget. You don’t need an existing Stripe account as you can creat...

  • Creating a Stripe Payment Card Donations Web Widget

    This option is available in the Donorfy Professional plan but not the Essentials plan This web widget allows you to add functionality to your website to take one off or recurring payment card donations. A web widget comprises HTML code which you w...

  • Using reCaptcha with your Stripe Web Widgets

    You can set up your Stripe web widgets to use Google reCaptcha v3 - reCaptcha helps prevent fraudsters from using your Stripe web widgets for card testing. You can find out more about Google reCaptcha v3 here  These are the steps you need to follo...

  • Stripe Email Receipts

    If someone makes a donation using a credit or debit card you can set Stripe up to send a receipt to the email the address the donor provided - see this article for more information. In addition to the Stripe receipt you can also send an acknowled...

  • Disconnecting from Stripe

    If you want to stop collecting payments using Stripe you can disconnect Donorfy from Stripe - this is done as follows In Settings search for Stripe Connect Press the Disconnect button Important  If you disconnect from Stripe any recurri...

See all 11 articles

GoCardless

  • How to Setup and Take Donations using GoCardless

    GoCardless allows you to take recurring donations by direct debit - this is an overview of how it works You add a Web Widget to a page on your web site which allows people to sign up to make a regular donation - the recurring donation appears as ...

  • Connecting to GoCardless

    You can connect Donorfy to GoCardless to allow you to collect recurring payments paid by Direct Debit. To link Donorfy to GoCardless: under Settings > Configuration, find the "GoCardless Connect" page click "Connect to GoCardless using an existin...

  • Creating a GoCardless Web Widget

    This web widget allows you to add functionality to your web site to allow people to make recurring donations via direct debit using Go Cardless A web widget comprises HTML code which you will add to a page on your web site to allow a donation to b...

  • Disconnecting from GoCardless

    If you want to stop collecting payments using GoCardless you can disconnect Donorfy from GoCardless - this is done as follows In Settings search for GoCardless Connect Press the Disconnect button Important  If you disconnect from GoCardles...

  • Using Your Own Notifications for GoCardless Direct Debits

    When you use GoCardless to collect payments for recurring payments the account holder will receive an emailed notification from GoCardless when: The Direct Debit mandate is set up, and Each payment is about to be taken. These notifications are d...

  • Example GoCardless Notifications

    If you want to send your own GoCardless notifications you can use these examples as a starting point for setting up your own notification documents - see this for more information Example Text for a New Recurring Payment Instruction Notification E...

See all 7 articles