Email

  • Sending Emails from Donorfy

    You can send documents by email to your constituents from Donorfy using your own email server. To set this ...

    Ben Brett
  • Creating an Email Template

    Before you create your email template, please ensure that your email settings have been established first: ...

    Graham Bell
  • Using Gmail with Donorfy

    Go into Settings in Donorfy and search for 'Email Server Settings' - you will see a form like the one shown...

    Ben Brett
  • Error Authorising Gmail

      Sometimes when authorising to Donorfy to link to your gmail you may see an error message similar to the o...

    Ben Brett
  • GMail Tokens Expiring

    If you have found that your GMail has stopped working with Donorfy it may be one of the following:   Accoun...

    Graham Bell
  • Troubleshooting Problems Sending Emails

    Listed below are some error messages that can be returned from your email system when sending emails from D...

    Ben Brett
See all 7 articles

Facebook Giving Tools

Virgin Money Giving

Forms

  • Introduction to Forms

    Donorfy Forms allows you to create web forms that can be filled in and submitted online. When a form is sub...

    Ben Brett
  • Creating and Editing Forms

    Important  If you are working extensively with forms - e.g. testing them in your website - our request moni...

    Ben Brett
  • Available Form Elements

    Form Elements are added to your form to display different content and provide different functionality on yo...

    Ben Brett
  • Apple Pay

    Donorfy Forms can accept donations and payments using Apple Pay - you need to connect your Donorfy to Strip...

    Ben Brett
  • PayPal

    This feature is in preview - if you would like to use it please get in touch and we can enable it for you  ...

    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 - se...

    Ben Brett
See all 12 articles

Mailchimp

See all 17 articles

Eventbrite

  • Eventbrite integration overview

    Manage events with the market-leading event management solution Eventbrite. The integration with Donorfy m...

    Mike Dillamore
  • Linking Eventbrite and Donorfy

    You can link Eventbrite to Donorfy so the details of people that register for an event are automatically ad...

    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...

    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...

    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 ...

    Graham Bell
  • Eventbrite – transactions In Donorfy

    Transactions for paid-for events may be created in Donorfy. This option is configurable via the main Eventb...

    Mike Dillamore
See all 11 articles

JustGiving

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Xero bank reconciliation

  • Redirect

    Please see the Xero section in Financial.

    Robin Fisk

API

  • Overview

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   The Donorfy API al...

    Ben Brett
  • Interactive documentation

    To go to the interactive documentation for all the API's endpoints please go to https://data.donorfy.com/he...

    Robin Fisk
  • Constituents

    This article provides information about working with Constituents via the API Finding constituents You can ...

    Ben Brett
  • Finding Potential Duplicates

    This article provides information about finding potential duplicate individual constituents via the API - f...

    Ben Brett
  • Constituent Purpose & Channel Preferences

    This article provides information about working with Purpose and Channel Preferences via the API. The https...

    Ben Brett
  • Constituent Tags

    When you are adding a constituent or adding timeline items - e.g. transactions - you can add active or excl...

    Ben Brett
See all 15 articles

OnlineFundraising (Denmark)

  • Danish Tax File

    The Danish Tax Report is available via Financial > Tax File More information about the file format can be f...

    Mark Eastwood
  • Overview

    Online Fundraising is the payments solution for the various payment methods in Denmark - these include: Be...

    Robin Fisk
  • How the integration works

    First, please make sure that you have followed the instructions in the Getting Started guide. When the inte...

    Robin Fisk
  • Getting Started with the OnlineFundraising integration

    This article describes the steps required to enable and configure the OnlineFundraising integration. Webhoo...

    Mark Eastwood
  • Making OnlineFundraising Forms work with Donorfy

    The OnlineFundraising integration allows you to configure your OnlineFundraising forms to map data back int...

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

    Webhooks from OnlineFundraising Entity Event Description What we do with it (summary) contact...

    Robin Fisk
See all 7 articles

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