Management

• Membership Introduction & Overview

  Welcome to the Memberships tools within Donorfy.   Requirements Memberships is a Professional-only feature. Essential subscribers, if, after reading through the overview and other supporting documentation you feel that Memberships is right for yo...
• Allowing Access to Membership

  If you want to use the membership features of your Donorfy you need to first enable the feature within your Donorfy.    Requirements Enabling the Membership feature can only be completed by a user with Administrator permissions    Memberships is ...
• Setting Up Membership Products

  You need to set up products for each type or class of membership you offer, for example, you might need the following products Individual Membership  Family Membership  Some factors to consider when deciding which membership products you need ar...
• Uploading Memberships & Members

  You can upload memberships and up to 6 members per membership. Memberships and Members Download the Data Preparation template and copy the RPI Memberships worksheet into a new workbook. Please note: the Membership Start Date is when the membershi...
• Membership Paid Up To Date

  A membership recurring payment instruction (RPI) has a Paid Up to Date this is calculated based on payments received and can be used to find memberships that have missed payments - e.g. to contact the member or to lapse or expire memberships. Memb...
• Membership Bulk Cancel

  The membership bulk cancel feature allows you to cancel RPIs from non-paying members in bulk - this will stop payments from being collected in the future. The membership bulk cancel feature works with the membership status update feature - i.e. yo...