• Settings overview

    When you get started with Donorfy you're going to want to set up the system to reflect your organisation's needs and when you are already up and running with Donorfy you'll need to ensure that your settings continue to reflect what your organisati...

    Robin Fisk
  • Searching Settings > Configuration

    Settings allow you to perform various system administration functions, such as adding users, adding, changing or deleting entries on the various lists etc To access configuration and user management options open the sub-menu under Settings as show...

    Ben Brett
  • Activity Types

    Donorfy comes with some pre-configured Activity Types, however, other Activity Types can be added within Donorfy Settings so that the selection is applicable for your organisation's purposes. Activities are items of data that you wish to capture t...

    Graham Bell
  • Adding Custom Fields to Activities

    You can record a plethora of different types of information: notes, event attendance, mailouts, volunteering information, etc. To capture additional details not available within the main Activity fields  there are additional custom fields that can...

    Ben Brett
  • Address Area

    Apart from the usual address fields, you may want to add some further segmentation, boundaries, local teams, etc. to use for reporting or to quickly see what local team is assigned to a constituent. To add an area Open Settings > Configuration > ...

    Graham Bell
  • Address Regions

    Apart from the usual address fields, you may want to add some further segmentation, Country regions, boundaries, local regional teams, etc. to use for reporting.  To add a Region Open Settings > Configuration > Address Regions Click on the + i...

    Graham Bell
  • Constituent Roles

    This drop-down is available on the Work and Other contact details tabs and relates to the work they do. This differs from their job title, which is what they like to be called, not necessarily what they do. Roles enable you to analyse your constit...

    Graham Bell
  • Constituent Types

    Constituents are the people and organisations that you interact with and the Constituent Types are the broad categorisations of the constituents you have in Donorfy - e.g. individual, company, church, trusts, etc. Constituent Types should be exclu...

    Ben Brett
  • Countries

    The countries available within Donorfy are derived from official ISO country codes. Donorfy comes with a few most frequently used Countries pre-added, however you can add as many or all to your list if you would like to. All countries that have an...

    Graham Bell
  • Gender

    Donorfy comes with some pre-configured Genders, however, other Genders can be added within Donorfy Settings so that the selection is applicable for your organisation's purposes. To add a Gender Open Settings > Configuration > Genders Click on ...

    Graham Bell
  • Name Prefixes

    These are the drop-down values for the prefix to the last name. For example the 'van' from Dick van Dyke. It means that they don't have to be entered as part of the last name, ensuring Mr van Dyke appears in the D's, not the V's of any alphabetic ...

    Graham Bell
  • Reasons for cancel, lapse etc.

    The Reasons for cancel, lapse etc. is a multi-use setting. The reasons are used in the following areas:  Archiving Constituents Preference Update Centre Recurring Payment Instructions (RPIs) Memberships   To add a Reason Open Settings > Configu...

    Graham Bell
  • Social Media Ids

    On the Constituent Profile, a Constitunet's social media links can be added, this allows users to find website addresses, Instagram, Facebook, LinkedIn profiles, etc. quickly, rather than having to perform searches via those mediums or a more gene...

    Graham Bell
  • Name Titles

    These are the drop-down values for the prefix to a constituent's name. For example Mr, Mrs, Miss, Ms, Mx, Sir, Dr, Cllr, Lady or Lord, etc. The stored titles will be available to use within the Constituent Profile as well as on online forms where ...

    Graham Bell
  • Gift Aid Declaration Methods

    Gift Aids can be collected from varying sources, websites, postal forms, email, and other donation platforms such as JustGiving, Enthuse, Go Donate, etc.  Methods are used when adding a new Gift Aid Declaration to a Constituent Timeline in order t...

    Graham Bell
  • Getting started with GDPR

    In the GDPR overview you saw how Donorfy to helps you comply with GDPR, so how do you get started in setting it up? Step 1 A constituent’s preference centre is made up of 3 areas, each of which will require configuring to suit your organisation’s ...

    Graham Bell
  • Channels

    In this article, we will explore the communication methods by which you can contact a Constituent, how they are set up and the options available. What are Channels How Channels consents work in Donorfy Setting consent options How Channel consents...

    Graham Bell
  • Creating Purposes

    Donorfy also allows you to set the purposes relating to how your organisation would like to contact your constituents, such as fundraising and news, membership, policy, events, etc. Purposes can be set to be administered at either operator only le...

    Graham Bell
  • Consent Statements

    Consent statements are the various privacy policies, data protection statements etc that a constituent had the ability to read when they confirmed their channel or purpose permissions. These may have been on a form that they filled in as part of a...

    Graham Bell
  • Preference Update Settings

    To enable the self-service features relating to contact preference selections, you must first have the professional plan. Next, you will need to ensure that you have linked your email system to Donorfy and have placed the web widget on your websit...

    Graham Bell
  • Connection Types

    Connections can be used for a wide variety of things - each organisation will have different ways to use connections, for example: Employment Defining Family Connections Noting the internal Fundraising Manager Networking  Trustees etc. Connectio...

    Graham Bell
  • Adding Social Media Links to Emails

    You can add social media links to your email templates as follows The social media logo (e.g. twitter) that you want to include must be available on the internet so when people open your email the logo will display - the logos listed below are av...

    Ben Brett
  • Confidential Activities

    When you add activities to a timeline you can optionally mark them as confidential - this means that these activities can only be viewed, updated or deleted by users who have been access to 'Confidential Activities'. To allow standard or viewer us...

    Ben Brett
  • Currency

    This article will guide you through your Currency configuration.    To add new Currencies, open Settings > Configuration > Currencies Click on the + button and start to add the details for your new item Replace 'New Item' with the currency code -...

    Graham Bell
  • Changing the Dashboard Currency Symbol

    You can change the default currency, and therefore the currency symbol used on the dashboard by Going into Settings > Configuration and searching for Currencies Adding or editing a currency and marking it as the default currency If no default cur...

    Ben Brett
  • Setting Up One Off Letters and Emails

    This article explains how to set up one-off documents within Donorfy that you can send to your constituents by either email or by post. Within Settings > Configurations > Acknowledgements & Documents - see this article for help with settings. Add ...

    Ben Brett
  • Acknowledgement Placeholders

    A Placeholder will automatically populate with data when you use them in your letter/email. These make creating a letter within a batch or to send ad-hoc really quick and efficient. You can include the placeholders listed below into which Donorfy ...

    Graham Bell
  • Adding Pictures to Acknowledgements, Documents and Forms

    You may want to add a logo or other images to your acknowledgement templates or Form branding area. This article will guide you through how it is achieved. In Donorfy you can't embed an image in an acknowledgement, document or Form, but you can pr...

    Ben Brett
  • Setting Up Tags

    To set up or change tags you need to go into Settings and find the tags - this article explains how to do that. You will see a list of tag categories - categories provide a way of grouping similar tags together. If you need to add a new tag catego...

    Ben Brett
  • Auto Tagging

    This feature is only available on the Professional Plan - see the Donorfy Plans Comparison webpage for further details.   Auto Tagging allows you to automatically add tags to constituents using one or more lists, this can be done automatically ov...

    Ben Brett