Forms

  • Introduction to Forms

    Donorfy Forms allows you to create web forms that can be filled in and submitted online. When a form is submitted it directly updates your Donorfy database with the information entered, according to the form's configuration. Examples of Forms that...

    Ben Brett
  • Form Submissions, Statistics and History

    Form Submission When a form is submitted we will check that it looks like a legitimate form submission - see Form Security for more info - legitimate submissions will then be processed.  We will use the details on the form to try and link the form...

    Ben Brett
  • Example - a Gift Aid opt-in campaign

    You could be missing out on a lot of income if donors have not made Gift Aid Declarations. Here's how you can use Donorfy to identify them, get in touch with them and provide a simple online form so that they can make their GAD there and then. The...

    Robin Fisk
  • Creating and Editing Forms

    Creating a Form To create a form, go to Forms > Manage Forms and click on Add Form. You can then enter  Form Type - select from a number of ready-made form types: Donation Contact Us Volunteer Application Gift Aid Declaration Opt-in  Blank Form...

    Ben Brett
  • Available Form Elements

    Form Elements are added to your form to display different content and provide different functionality on your form - these are the available elements:   Form Content This element allows you to add text and images to your form - e.g. for the form h...

    Ben Brett
  • Apple Pay

    Donorfy Forms can accept donations and payments using Apple Pay - a quick and easy way fro your supporters to donate.   Please Note The integration does not support the insertion of transactions from non-Donorfy forms and is only for one-off dona...

    Ben Brett
See all 18 articles

Eventbrite

  • Eventbrite integration overview

    Manage events with the market-leading event management solution Eventbrite. The integration with Donorfy means that event orders, attendances, fees and check-ins are recorded in Donorfy automatically. If this is the first time configure your set...

    Mike Dillamore
  • Linking Eventbrite and Donorfy

    You can link Eventbrite to Donorfy so the details of people that register for an event are automatically added to Donorfy - this is what you have to do. You will need your Donorfy API key - see this article for help with that You need to delve int...

    Mike Dillamore
  • Connecting an Eventbrite event to a Donorfy Campaign

    You can connect Eventbrite events to Donorfy Campaigns so that mappings can be set up specifically for this event, as opposed to using the default mappings in Donorfy's Eventbrite integration settings. To connect an Eventbrite event to a Donorfy C...

    Robin Fisk
  • Eventbrite – activities in Donorfy

    Once Donorfy and Eventbrite have been linked, an Activity will be created any time a ticket order is placed for a free event. (For paid events, the corresponding transaction may be used to track orders.) The default Activity type for this is ‘Even...

    Mike Dillamore
  • Eventbrite - Check-ins

    Check-ins If Eventbrite is being used to check-in attendees on arrival, these check-ins may be recorded in Donorfy by making a mapping to a Yes/No field of the activity.  This feature is available only when an event is mapped to a campaign and the...

    Graham Bell
  • Eventbrite – transactions In Donorfy

    Transactions for paid-for events may be created in Donorfy. This option is configurable via the main Eventbrite Settings page. If this option is enabled, you will need to choose the default Payment Method - which may be overridden for any Campaign...

    Mike Dillamore
See all 11 articles

Xero bank reconciliation

  • Redirect

    Please see the Xero section in Financial.

    Robin Fisk

OnlineFundraising (Denmark)

  • Overview

    Online Fundraising is the payments solution for the various payment methods in Denmark - these include: Betalingsservice (formerly known as PBS), which is a kind of direct debit solution provided by NETS for recurring payments MobilePay one-off ...

    Robin Fisk
  • How the integration works

    First, please make sure that you have followed the instructions in the Getting Started guide. When the integration has been set up, OnlineFundraising populates Donorfy with constituents, Transactions and Recurring Payment instructions in (more or ...

    Robin Fisk
  • Getting Started with the OnlineFundraising integration

    This article describes the steps required to enable and configure the OnlineFundraising integration. Webhook It is currently not possible to edit the Webhook URL in OF, this must be done by OF support. Please contact OF support to have this config...

    Mark Eastwood
  • Making OnlineFundraising Forms work with Donorfy

    The OnlineFundraising integration allows you to configure your OnlineFundraising forms to map data back into Donorfy so that Donorfy is populated with the right information when someone makes a payment (or takes out a recurring payment). For gener...

    Mark Eastwood
  • Reference - OnlineFundraising webhooks and what happens with them

    Webhooks from OnlineFundraising Entity Event Description What we do with it (summary) contact created The Contact was created. Finds and updates / or adds a constituent, with link to the OF contact. Duplicate prevented if exist...

    Robin Fisk
  • Managing Duplicates with the OnlineFundraising Integration

    Duplicates OF Integration Any payment - whether single or recurring - needs to belong to a contact - the member/donor. The contact (OF) relates to a constituent in Donorfy. OF does not attempt to find a matching contact (it's not a CRM remember). ...

    Graham Bell
See all 9 articles

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