Using Donorfy Support

  • Register to use Donorfy Support

    To be able to contact Donorfy Support and benefit from extras such as reviewing past support requests, following up on support requests, and commenting or voting on Knowledge Base articles you will need to register. To do this you will need to: C...

  • How to Submit a Support Question

    There are a number of different ways to submit a support request or locate a Knowledge Base article that may answer your question.  Please ensure you have registered with Donorfy Support to get the best out of Support Desk. To do this please see t...

  • How to review and check the status of Support Requests

    To view your requests, on the main Knowledge Base screen login to Donorfy Support and then click on the My Support Requests box.   You will then be taken to your My Activies page.     This will provide you with a list of questions you may have p...

Donorfy Academy

  • Accessing the Academy

    Accessing the Academy From beginner to advanced level, the academy is for Donorfy users to learn and conquer Donorfy features and functionality whilst increasing fundraising impact. The academy has live courses, on-demand resources, Donorfy certi...

  • How do I get more Academy licences?

    Love the Academy and need more licences? If you would like additional licences available to distribute within your charity, you can add these to your monthly Donorfy subscription. Each block of five licences costs £20 per month. Please complete th...

  • Logging in to the Academy

    Logging in to the Academy To log in to the Donorfy Academy, you can click through to the Donorfy Academy link found within your Donorfy Profile (top right of your Donorfy screen).  The direct link which you can bookmark to allow access without log...

  • Forgotten or need to change your Academy password?

    If your Academy credentials are not working or you have forgotten them you can request a reset.  From the Academy website, click on Login (top right of the screen) A pop-up box will appear (if you do not see this, ensure that your browser permiss...

Getting started - Setting up Donorfy

  • Getting Started with Donorfy - configure, import, integrate

    Configure your Donorfy, import your data and then integrate Welcome to Donorfy! Donorfy is a powerful and flexible system. You can get up and running quickly but you do need to spend some time to make it right for you. Whilst you can set up Donorf...

  • Quick Start Guide: online donations, with Gift Aid

    What to expect By completing the steps in this document you will have a working solution that delivers as many of the following as you wish: online donations - one-off and recurring - by debit / credit card automated Gift Aid recovery on eligible...

  • Configure Donorfy 

    First things first - have you created a Donorfy system for your organisation yet? Yes - wonderful! Sign in here. No - no worries, set one up in minutes here. Now that you have signed up to your new Donorfy database, the next part is to configure...

  • Invite your team to Donorfy

    The more the merrier! Give everyone in your organisation access to Donorfy. This article take you through how to send out invitations to use your Donorfy database. You can apply various settings to users - Administrator, Standard (options availab...

  • Other settings worth considering

    There are lots of things to think about when setting up a new database, so below are a few things you may also need to consider: Set up your GDPR settings and the self-service preference centre (Professional feature) Configure email settings so t...

  • Import your data

    Donorfy has a File Uploader that enables you to import data from Excel. You can download a Data Preparation Template from within your Donorfy system: Data Management > File Upload Note: If you have made any alterations to the settings within Donor...

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Getting started - Finding your way around Donorfy

  • Logging in and out of Donorfy

    To use Donorfy you must first have either been the main person who created the Donorfy account or have been invited by one of the Administrators of your Donorfy account and completed the signup process: Inviting Other People to Use Donorfy   Once ...

  • Navigating around Donorfy

    All of the main navigation in Donorfy is done from the menu bar to the left of Donorfy. Depending on your user level setting that has been given you by your Administrator, it will look like this: The view below is based on am Administrator view: ...

  • The Constituent Profile

    There are two types of constituent profiles within Donorfy - Individuals and Groups (Organisations/Companies/Trusts), the view of each type is shown below: Depending on the settings your Administrator has applied to your user account may result in...

  • Changing the view of your Constituent Profile

    Changing the Layout of Constituent Profiles You can move the panels around the constituent profile by hovering your mouse into the header of the tile - the mouse cursor will change to a 4-way arrow, holding down the left mouse button will allow yo...

  • Searching and Filtering Constituent Records

    There are a number of ways that you can locate the constituent profile that you are looking for. If you know the constituent number Just type #12345 into the quick search box, top-right of the screen (replacing 12345 with the constituent number yo...

  • Buttons and Menus

    The menu on the left hand side - as shown on the screen shot below - allows you to access the main areas of Donorfy. The small plus and minus signs - highlighted in yellow - allow you to open or close a sub menu.     To the right of the top bar, ...

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Video Library

Deep Dives

  • Challenge Events Deep Dive - May 2021

    Hosted by our Partner, Donor Care, find out about how to create and manage a challenge event using the tools available within Donorfy, such as Tags, Lists, Forms, and custom Activities.      

  • Opportunities Deep Dive - April 2021

    Hosted by our Partner, Janet from Nahira Consulting, find out about what an opportunity is, what it can be used for, how to set your opportunities up, and manage them to take your Major Donation and Trust Fundraising to the next level.     You ca...

  • Recurring Income Deep Dive - March 2021

    In this Deep Dive learn how to manage automatic and manual recurring income through Donorfy.  

  • Communications Deep Dive - February 2021

    In this Deep Dive session, we focus on Communications - using Donorfy to send the right message to the right people.  One-to-many - marketing campaign segments One-to-one - transactional acknowledgments and supporter journies Other comms - e.g soc...

  • Donorfy API Deep Dive - January 2021

    The Deep Dive session was hosted by Donorfy's partner MAST ICT. The focus was on what the API is, how it can be used, key tips, and examples of it in use.     For the documentation of Donorfy's API - please click here

  • Opportunities Deep Dive - November 2020

    In this Deep Dive session, we delve into the newly refreshed version of the Opportunities feature from Donorfy. Find out about what an opportunity is, what it can be used for, how to set your opportunities up and manage them, what the new features...

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