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...

    Robin Fisk
  • Quick Start Guide: online and text 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 text donations - one-off and recurring ...

    Robin Fisk
  • Configure Donorfy 

    Now that you have signed up to your new Donorfy database, the next part is to configure it so that it works for you. Donorfy does come with some pre-configurations, which you can opt to keep or switch off. Below are the main areas to configure:   ...

    Graham Bell
  • 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...

    Graham Bell
  • 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...

    Graham Bell
  • 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...

    Graham Bell
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Getting started - Finding your way around Donorfy

  • 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: ...

    Graham Bell
  • 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...

    Graham Bell
  • 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...

    Graham Bell
  • Searching and Filtering Constituent Records

    In Donorfy there are a number of ways that you can quickly and easily locate the constituent profile that you are looking for. This article explains the types of searches available: Types of Search Quick Search The quick search is always visible i...

    Robin Fisk
  • 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, ...

    Ben Brett
  • Getting Started List

    The Getting Started list is a list of items that you can work through to learn more about Donorfy and to you help get the most from it. When you have completed an item, click on the box to the left of it - the item will then move down to the Comp...

    Ben Brett