FAQs and Error Messages
How to create badges / name and address labels
From time to time, you may need to create name or name and address labels to use at events or for mailings. This can be achieved within Donorfy via a List, such as a Constituent List. The majority of Lists in Donorfy feature contact details, so y...
Spell Checker and Accessibility tools
Does Donorfy feature any spell-checking or accessibility tools? Donorfy does not have any specific built-in tools. However, there are various spelling and accessibility browser plugins or apps that can be used. Some examples of tools that can Gram...
How to find all constituents without a valid Gift Aid Declaration (GAD)
You may want to run a Gift Aid Campaign or just report on constituent profiles that do not have a valid Gift Aid declaration, this article runs through the key steps to do just this... To do this you will need to: Find and Tag all those with a v...
FAQ: How often is Donorfy backed up?
All data on Donorfy is backed up throughout the day at regular intervals via our Microsoft Azure Server. This is described in more detail on the Microsoft website here. Further to this a daily backup to AWS backups in case anything catastrophic oc...
FAQ: Putting a Campaign Totaliser on your Website
We are often asked about whether it is possible to add a totaliser to a charities campaign appeal web page. Whilst the ability to draw campaign summary data via the API to be able to display the total on a webpage is unfortunately not something ...
Donorfy Terms and Conditions, Privacy Notice and Direct Debit Guarantee
When creating a Donorfy account, the person setting up your Donorfy database will have agreed to the following items: Terms and Conditions Privacy Notice Agreed to pay via Direct Debit - Professional Plan Sometimes, the documents for these items...
How do I change the billing contact details?
If you need to change the contact details for your Donorfy subscription, you can do so within Donorfy itself... Open Settings > Account > Billing Once you have entered the new details, click on 'Update'
All Allocations must have a Fund Message
All allocations for transactions and recurring payment instructions must have a fund associated with them - to enter the fund you need to open up the detail of the allocation using the down arrow (highlighted with a yellow box below) - then you ca...
Transactions Entered in Error
If a transaction has been entered in error - depending on the type of correction you need to make - you can Re-assign the transaction to the correct constituent - this is done by finding the transaction on the constituents timeline, opening it ...