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...

    Ben Brett
  • 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...

    Graham Bell
  • 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...

    Graham Bell
  • 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 and password    Click on Save Changes  ...

    Ben Brett
  • Gmail - Error Authorising Gmail

      Sometimes when authorising to Donorfy to link to your gmail you may see an error message similar to the one below - to resolve the error click on the Advanced link (If you do not see the Advanced link, then see GSuite Security Centre note below...

    Ben Brett
  • 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...

    Graham Bell
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Mailchimp

  • What does the Donorfy to Mailchimp sync do?

    The sync to MailChimp from Donorfy work 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). Only one ...

    Graham Bell
  • 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...

    Robin Fisk
  • 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...

    Robin Fisk
  • 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...

    Robin Fisk
  • 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...

    Ben Brett
  • 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...

    Graham Bell
See all 18 articles

dotdigital

  • dotdigital integration overview

    dotdigital integration is in beta testing, so functionality is only available to registered beta testers and may change in response to feedback. You can register as a beta tester here. Donorfy’s dotdigital integration provides the following featu...

    Rich Bee
  • dotdigital account setup

    dotdigital integration is in beta testing, so functionality is only available to registered beta testers and may change in response to feedback. You can register as a beta tester here.   Account setup is found by navigating to Integrations | dotd...

    Rich Bee
  • Mapping Donorfy data to dotdigital

    dotdigital integration is in beta testing, so functionality is only available to registered beta testers and may change in response to feedback. You can register as a beta tester here.   Data held about a constituent in Donorfy may be mapped to ...

    Rich Bee
  • Synchronising data to dotdigital (manual)

    dotdigital integration is in beta testing, so functionality is only available to registered beta testers and may change in response to feedback. You can register as a beta tester here.   Constituents can be imported into dotdigital from any Const...

    Rich Bee
  • Synchronising data to dotdigital (scheduled)

    dotdigital integration is in beta testing, so functionality is only available to registered beta testers and may change in response to feedback. You can register as a beta tester here.   In Integrations > dotdigital > Sync you can configure a dai...

    Rich Bee
  • Enrolling a contact in a dotdigital program

    dotdigital integration is in beta testing, so functionality is only available to registered beta testers and may change in response to feedback. You can register as a beta tester here.   Constituents can be enrolled in dotdigital programs (someti...

    Rich Bee
See all 9 articles