Email

  • Sending Emails from Donorfy

    You can send documents by email to your constituents from Donorfy using your own email server. To set this up you need a valid email address & password to use with your email server. It is best practice to use a specific email address to use with...

  • Creating an Email Template

    Before you create your email template, please ensure that your email settings have been established first: Sending Emails from Donorfy Creating an Email Template From Settings > Configuration > Acknowledgements & Documents you can create your emai...

  • Office365 - Using Office365 with Donorfy

    Open the Email Server Settings from Settings > Configuration > Email Server Settings  - you will see a form like the one shown below:     Select Office365 from the drop-down list Enter your email address and press Save Changes Then press Auth...

  • Gmail - Using Gmail with Donorfy

    Go into Settings in Donorfy and search for 'Email Server Settings' - you will see a form like the one shown below - choose 'Gmail' as the Pre-configured Email Server   Next, enter your Gmail email address   Click on Save Changes   Once you have...

  • Gmail - Tokens Expiring

    If you have found that your Gmail has stopped working with Donorfy it may be one of the following:   Account password: Firstly, has someone changed your email account password and not updated the Donorfy settings and Authorised GMail? Re-enter the...

  • Microsoft Exchange - connecting Exchange to Donorfy

    Open the Email Server Settings from Settings > Configuration > Email Server Settings  - you will see a form like the one shown below:   Select Exchange from the drop-down list Enter your User Name Enter your Domain Name Enter your email addre...

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Dotdigital

  • FAQs: Mailchimp v's DotDigital

    What are the differences between the Mailchimp and DotDigital integrations we provide?  Both are fantastic integrations offering flexibility and ease of use. See below how they compare to help you choose which one to use with your Donorfy account.  

  • Dotdigital integration overview

      To enable the Dotdigital integration, you'll need to raise a support ticket.   Donorfy’s Dotdigital integration provides the following features: The ability to add new contacts from Donorfy to a DotDigital address book The ability to update con...

  • Dotdigital account setup

      Account setup is found by navigating to Integrations > Dotdigital, then choosing the Accounts tab. (You may see fewer tabs if no accounts have been added yet) When adding a Dotdigital account to Donorfy, you must supply a Description, the dotdi...

  • Mapping Donorfy data to Dotdigital

      Data held about a constituent in Donorfy may be mapped to contact data fields or preferences in Dotdigital. If you have set up more than one dotdigital account, you can choose which (one or more) of those accounts any mapping should apply to. T...

  • Synchronising data to Dotdigital (manual)

    Constituents can be imported into Dotdigital from any Constituent list. This will create or update contacts in Dotdigital for all the constituents in the list, with all of the data from the configured mappings. To initiate an update, open the Dotd...

  • Synchronising data to Dotdigital (scheduled)

      In Integrations > Dotdigital > Sync you can configure a daily scheduled update for each of your Dotdigital accounts. Select the Constituent list you wish to update from, and the Dotdigital address book you wish to update. The scheduled updates a...

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Mailchimp

  • What does the Donorfy to Mailchimp sync do?

    The sync to Mailchimp from Donorfy works as follows...   Constituent Details  The following data from Donorfy is used when updating Mailchimp: Email address Last Name First Name (last name and first name are held in Mailchimp merge fields). If a...

  • Mailchimp integration overview

    You can click through a short explainer presentation here or a 40 minute deep-dive video here: The link between Donorfy and Mailchimp allows you to Send constituents and optionally information about their tags and communication purposes from Don...

  • Moving to one Audience (List) in Mailchimp

    Within your Mailchimp account you can have many Mailchimp Audiences (formerly Lists). For example, you may have 3 audiences: those who have subscribed to the Newsletter those who want to hear about Volunteering opportunities those who want to hea...

  • How to link Donorfy and Mailchimp

    NOTE: the integration uses Mailchimp's API. Please check their website for availability of the API for your organisation. It may not be available on certain price plans - this beyond Donorfy's control. Keep Donorfy and your Mailchimp audiences (fo...

  • Step 1: Mailchimp integration - Configuration settings

      To establish the link between Donorfy and Mailchimp you will firstly need to generate a Mailchimp API key.  To generate your Mailchimp API key, sign in to your Mailchimp account. Click on the account options under your sign in name and select A...

  • Step 2: Mailchimp integration - Linking your audience to Donorfy

    Once you have connected Mailchimp to Donorfy - see this article - you will now be able to choose which Mailchimp audiences (previously known as lists) you want to link Donorfy, as shown below.     Link you MailChimp Audience From within Integrat...

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Eventbrite

  • Eventbrite integration overview

    Manage events with the market-leading event management solution Eventbrite. The integration with Donorfy means that event orders, attendances, fees and check-ins are recorded in Donorfy automatically. If this is the first time configure your set...

  • Linking Eventbrite and Donorfy

    You can link Eventbrite to Donorfy so the details of people that register for an event are automatically added to Donorfy - this is what you have to do. You will need your Donorfy API key - see this article for help with that You need to delve int...

  • 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 event, as opposed to using the default mappings in Donorfy's Eventbrite integration settings. To connect an Eventbrite event to a Donorfy C...

  • Eventbrite – activities in Donorfy

    Once Donorfy and Eventbrite have been linked, an Activity will be created any time a ticket order is placed for a free event. (For paid events, the corresponding transaction may be used to track orders.) The default Activity type for this is ‘Even...

  • Eventbrite - Check-ins

    Check-ins If Eventbrite is being used to check-in attendees on arrival, these check-ins may be recorded in Donorfy by making a mapping to a Yes/No field of the activity.  This feature is available only when an event is mapped to a campaign and the...

  • Eventbrite – Transactions in Donorfy

    Transactions for paid-for events may be created in Donorfy. This option is configurable via the main Eventbrite Settings page. If this option is enabled, you will need to choose the default Payment Method - which may be overridden for any Campaign...

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JustGiving

  • JustGiving integration overview

    What does the integration achieve? If you link Donorfy to JustGiving then Donorfy will retrieve the details of people who have raised money for you (or donated directly) via JustGiving: both fundraisers and any donors who elect not to be anonymou...

  • How to link JustGiving and Donorfy

    NOTE: the integration uses JustGiving's Data API. Please check JustGiving's website for the availability of the Data API for your organisation. It may not be available on certain price plans - this is beyond Donorfy's control.   To allow Donorfy t...

  • Finding your JustGiving Charity ID

    To find your JustGiving charity ID you need to log into your charity account on JustGiving, then... Click on "Settings":   Then click on "Edit charity details":   Your charity ID is shown on that page:   The Donorfy Academy features a learning ...

  • JustGiving - settings and mappings overview

    For maximum flexibility, there are several ways to configure mappings of JustGiving donation data when it is pulled into Donorfy: Donorfy's default JustGiving Settings area, i.e. Integrations > JustGiving > Settings Campaign-specific settings in ...

  • JustGiving - Campaign specific settings

    Campaign-specific settings Fundraising and Campaign Pages - and therefore donations made through them - may be linked to a Donorfy Campaign by JustGiving Settings tab available on your Donorfy Campaign.   The JustGiving tab can be found within the...

  • JustGiving - Fundraising Page Custom Codes

    Custom codes on JustGiving Fundraising Pages JustGiving offers charities the ability to add custom codes to certain data, including Fundraising Pages - see this article.. When opting to use JustGiving custom codes these will override any settings ...

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Facebook Giving Tools

  • Meta’s partnership with PayPal Giving Fund UK (PPGF)

    Meta announced in August that it will be partnering exclusively with PayPal Giving Fund UK (PPGF) to support donations benefitting charities in the United Kingdom. The partnership will require charities to accept new terms by the 1st of November t...

  • Introduction to the Facebook Giving Tools integration

    Facebook's giving tools enable verified nonprofits to collect donations within the Facebook and Instagram social networks.  It does this by enabling you (the nonprofit) to place Donate buttons in various locations around your Page and Posts. It al...

  • Setting up the Facebook Giving Tools integration

    To set up the Facebook Giving Tools integration you need open Integrations > Facebook Giving Tools   Next, click on the Settings tab.     Default Mappings section Complete the mappings for each item: Purpose for Opt-insThe first option lets y...

  • Importing the Multi-Day Transaction file from Facebook

    Exporting the data from Facebook Donation and Fundraiser / Button information appears in Donorfy as a result of you uploading the information that you must first export from Facebook, using the Multi-day Transaction Report, which you can find in t...

  • Managing Facebook Fundraisers, Donate Buttons and Donations

    You can view the specific Donate Buttons and Fundraisers from which donors have made their donations in the Integrations > Facebook Giving Tools > Fundraisers and Donate Buttons tab.     A list of your Fundraiser and buttons will be displayed, al...

  • How to Message your Fundraisers

    For each type of fundraiser - e.g. Birthday Fundraiser - you can set up different types of messages - e.g. you could decide on the following 3 messages Thank you for setting up a page - which would be sent when the page is setup Hints & Tips for ...

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Enthuse

  • Enthuse - Overview

    The Enthuse integration automatically inserts all of your donation and fundraising data into Donorfy, so you can dispense with data downloads, data upload templates and the time this takes freeing you up to do more of what matters.    This guide ...

  • Obtaining your Enthuse API credentials

    Please click on the Enthuse image below to request your API credentials from Enthuse     Once you have received the API credentials from Enthuse head to the Enthuse Integration Settings guide.   Next steps: Enthuse Integration Settings How const...

  • Enthuse Integration Settings

    Connect Donorfy to Enthuse Once you have received your Enthuse API credentials you can connect your Enthuse account to your Donorfy account. To do this open the integration settings page: Integrations > Enthuse > Settings Enter your Client ID, Cl...

  • Enthuse - How constituents are added

    The Enthuse integration will add Constituents to your Donorfy automatically within a few minutes of them making a donation or creating a fundraising page. They will be added to your Donorfy as detailed below.   Constituents Where the people and or...

  • Enthuse - How Transactions are added

      Transactions When a donation is made in Enthuse, Donorfy will add the payment as a Transaction on to the donor's Constituent Timeline. The various assigned items for the Transaction such as Product, Fund, Department, Payment method, Bank Account...

  • Enthuse - How Event Registrations are added

    With Donorfy's Enthuse integration registrants and payments for paid events will be added automatically. Currently, only paid-for items will be added, there is no feature for free events due to limitations with the data received from Enthuse. For ...

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Zapier

  • Zapier

    Connect Donorfy and Zapier and set a whole new world of possibilities alive! Connecting to Zapier uses Donorfy's API and enables you to add, update and delete data in your Donorfy, or push data to the applications.  Requirements Zapier uses Do...

WooCommerce

  • WooCommerce Integration

    WooCommerce is a flexible, open-source commerce solution built on WordPress and allows you to collect payments, donations, orders and other details effortlessly.     You can now link the WooCommerce to Donorfy via an integration built and support...

Ema Giving

  • Ema Giving Integration

    If you already using, or considering using, Ema Giving to fundraise using a more visual approach. Ema is a powerful tool built by web experts for fundraisers. It’s been designed to make creating & running a digital fundraising campaign effective ...

Charity Toolkit - Linking Access Charity Websites/Raising IT to Donorfy

OnlineFundraising (Denmark)

  • Overview

    Online Fundraising is the payments solution for the various payment methods in Denmark - these include: Betalingsservice (formerly known as PBS), which is a kind of direct debit solution provided by NETS for recurring payments MobilePay one-off ...

  • How the integration works

    First, please make sure that you have followed the instructions in the Getting Started guide. When the integration has been set up, OnlineFundraising populates Donorfy with constituents, Transactions and Recurring Payment instructions in (more or ...

  • Getting Started with the OnlineFundraising integration

    This article describes the steps required to enable and configure the OnlineFundraising integration. Webhook It is currently not possible to edit the Webhook URL in OF, this must be done by OF support. Please contact OF support to have this config...

  • Making OnlineFundraising Forms work with Donorfy

    The OnlineFundraising integration allows you to configure your OnlineFundraising forms to map data back into Donorfy so that Donorfy is populated with the right information when someone makes a payment (or takes out a recurring payment). For gener...

  • Reference - OnlineFundraising webhooks and what happens with them

    Webhooks from OnlineFundraising Entity Event Description What we do with it (summary) contact created The Contact was created. Finds and updates / or adds a constituent, with link to the OF contact. Duplicate prevented if exist...

  • Managing Duplicates with the OnlineFundraising Integration

    Duplicates OF Integration Any payment - whether single or recurring - needs to belong to a contact - the member/donor. The contact (OF) relates to a constituent in Donorfy. OF does not attempt to find a matching contact (it's not a CRM remember). ...

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