Getting Started with Donorfy
New to Donorfy? Here's how to get your Donorfy database set up in a few steps.
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...
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 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 ...
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...
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, ...