Constituents are the people and organisations in your database. Constituents are classified by a Constituent Type. Constituent Types can be flagged as Groups - meaning they are organisations of some sort, and display slightly differently in Donorf...

There are a number of ways to add a new Constituent to your Donorfy, these are: Manually adding a constituent Updating Constituents using the File Uploader via the API (Professional Plan only) Online Forms (Donorfy Forms) However, here we’ll fo...

A constituent's salutation is used at the start of a letter or email - e.g. Dear John, label name is used at the top of an address e.g. Mr John Smith Donorfy will use a default salutation and label names using the name information available...

Preferred addresses are set within your Constituent Preference Centre under the preferred Channel setting, and allows you to respect a constituent’s wishes by staying in contact with them by their preferred way.   Depending on the data within the...

For organisational constituent profiles, you can assign a Main Contact. This could be someone who you have the most contact with, your point of contact, or perhaps the CEO - it all depends on how you are using your data. To assign the Main Contac...

If you have records for constituents that share an address - e.g. for a household or a company - you can manage this in Donorfy as follows The address should be entered against one of the constituents in the normal way - for individuals this wou...

Donorfy allows you to comply with elements of GDPR direct from a constituent’s record, web widgets and partner integrations, such as MailChimp. Within Donorfy, this takes place within the Preference Centre of a constituent’s record. You are able ...

This feature is only available with the Donorfy Professional plan You can include a link in emails you send to your constituents directly from their Timeline in Donorfy which can be clicked on to allow people to update their contact details and ot...

To build a list of communications preferences updates you can  Add a new activity list Filter the list for Activity type equals 'Communication Preference Confirmation' If you only want updates made by the constituent themselves add a filter for E...

Tags are ways to label things in Donorfy - primarily Constituents, but also Campaigns. Tags are arranged into Tag Categories. For example, for the Tag Category "Colour of eyes", you could have tags of "Blue", "Green" and "Brown". Having added a Ta...

Firstly you need to set up the tags - this article explains how to set up tags - you need to make sure your Tag Category can be applied to Constituents - see screenshot below:   Depending on how your Constituent Types are set up, you may need to ...

Donorfy allows you add extra fields to tags - e.g. to collect further information for analysis or reporting, you can  Set up different fields for each type of tag Have 10 text fields, 10 dates, 10 numbers & 10 yes/no fields for each tag The fiel...

Tags are a powerful tool for organising your constituents, but sometimes you need one of them to be a bit more prominent, such as if the Constituent is a High-Value Donor,  or a certain member of the team is assigned to them - any data point that ...

List Overrides are a special setting within a Tag that is used to add or remove Constituents from manual or combined lists - As with other Tags, List Overrides are shown in the within the Tag Categories panel on the Constituent profile, but displa...

Sometimes it is useful to be able to either add or delete a tag to all constituents on a list. Below guides you through this process. Please note: When Tagging or deleting a Tag from a List, this action can't be undone. It is advisable to downloa...

Timeline entries - e.g. activities, transactions and so on - can be linked to other constituents you have in Donorfy - this is when you should use each type of link Soft Credits - a transaction can have one or more soft credits - use this when yo...

On a constituent's profile you will see two boxes labelled 'Connections' and 'Other Connections'- see example below - which track the connections this constituent has.   The connections box can contain connections that you create - e.g. if you are...

An Activity is a type of Timeline entry in Donorfy. It is used to represent the various interactions that you have with Constituents - such as: a phone call, in or outbound a letter received or sent a meeting a request for a fundraising pack etc ...

After you have set up your documents (see this article for help with that) you can send them by clicking on Send Document on the Main add menu , or Timeline add menu  If you are not currently on a constituents record you will have to find t...

Donorfy allows you to upload documents and attach them to a timeline entry or an activity. They are attachments on a timeline entry. For instance, a scan of a Gift Aid Declaration or a scan of a letter received. Donorfy can accept various document...

Sometimes it is useful to create a connection between an entry you add to someone's timeline and another constituent - for example, you might add an activity about a conversation with a constituent but want to link it to the organisation they are ...

If you have any tasks assigned to you which are overdue or due within 7 days, Donorfy can send you a reminder email with a summary on Monday morning. This is managed by clicking on the profile button in the top right of the screen, then "Manage yo...

You may add an activity to a constituent's timeline that you want to be alerted to when you, or a colleague, next retrieves the constituent's record. For example, the constituent might have made a complaint which you want people to be aware of, or...

If you archive a constituent all the information you have about them is retained but they are put into an inactive state - this makes it easy to exclude them from lists & mailings, note that payments will be not be collected for recurring payment ...

If you end up with two records for one constituent you can use the constituent merge feature to merge the records into one.   You need to be in the system admin role to use this option.   To merge your constituents, you will need to:  Find the co...

When a merge takes place the redundant profile is archived (made inactive) with the reason of Merged. On the redundant profile, some of the details remain, such as the Profile details and ChangeLogs, but any Timeline information is passed to the c...