• 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
  • Settings overview

    When you get started with Donorfy you're going to want to set up the system to reflect your organisation's needs. This article provides a list of the settings, along with their meanings. It is designed to help you prepare for your implementation. ...

    Robin Fisk
  • Settings

    Settings allows you 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 shown ...

    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
  • 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

    The channels displayed on a constituent's profile are the methods by which you can contact a constituent.  Donorfy will come pre-configured with the following standard channels. These channels can't be changed as they are also used as part of inte...

    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
  • 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
  • Adding Pictures to Acknowledgements & Documents

    You may want to add a logo or other images to your templates. In Donorfy you can't embed an image in a document but you can provide a link to an image on the internet and the image will then appear in the document. Why? Because the image needs to ...

    Ben Brett
  • Adding Extra Fields to Activities

    Donorfy allows you add extra fields to activities - e.g. to collect information for analysis or reporting, you can  Set up different fields for each Activity Type Have 10 text fields, 10 dates, 10 numbers & 10 yes no fields for each activity type...

    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
  • 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
  • Adding Items to the Getting Started List

    Donorfy presents users with a Getting Started list - this is a list of items they can work through to learn more about the system and how to get the most from it. Initially the list will contain a standard list of items to work through - however ...

    Ben Brett
  • Setting the Date Your Year Starts

    Your Home Dashboard highlights the current statistics within your Donorfy. The dashboard tile 'Income this year' shows the total amount given this year on constituent profiles defaults to the calendar year - i.e. January to December. However, if...

    Ben Brett
  • Flagging Donations as Recurring Gifts

    If you have recurring gifts it can be useful to be able to identify them in Donorfy as recurring gifts, this can be done by flagging the Payment Method as Recurring Gift. In Settings open the payment methods - then find (or add) the payment metho...

    Ben Brett