Welcome to the new section for Memberships within Donorfy. Memberships is currently in Beta testing and therefore is not instantly available within your Donorfy. To take part in the Beta testing for Memberships you will need to be on the Donorfy Professional Plan and to complete the request form here: https://donorfy.com/beta
Membership Introduction & Overview
Welcome to the Memberships tools within Donorfy. Please note Memberships is only available under the Professional Plan as it uses EFT (Electronic Funds Transfer). If, after reading through the overview and other supporting documentation you feel ...
Allowing Access to Membership
If you want to use the membership features of your Donorfy you need to Switch on the membership feature - to do this select configuration under settings and search for Membership - set Show Membership Feature to Yes and press Update Next allow...
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 are...
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 membership that have missed payments - e.g. to contact the member or to lapse or expire memberships. Membe...
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...