• Getting Started with Donorfy - configure, import, integrate

    Configure your Donorfy, import your data and then integrate Welcome to Donorfy! Donorfy is a powerful and flexible system. You can get up and running quickly but you do need to spend some time to make it right for you. Whilst you can set up Donorf...

    Robin Fisk
  • Quick Start Guide: online and text donations, with Gift Aid

    What to expect By completing the steps in this document you will have a working solution that delivers as many of the following as you wish: online donations - one-off and recurring - by debit / credit card text donations - one-off and recurring ...

    Robin Fisk
  • Configure Donorfy 

    Now that you have signed up to your new Donorfy database, the next part is to configure it so that it works for you. Donorfy does come with some pre-configurations, which you can opt to keep or switch off. Below are the main areas to configure:   ...

    Graham Bell
  • Invite your team to Donorfy

    The more the merrier! Give everyone in your organisation access to Donorfy. This article take you through how to send out invitations to use your Donorfy database. You can apply various settings to users - Administrator, Standard (options availab...

    Graham Bell
  • Other settings worth considering

    There are lots of things to think about when setting up a new database, so below are a few things you may also need to consider: Set up your GDPR settings and the self-service preference centre (Professional feature) Configure email settings so t...

    Graham Bell
  • Import your data

    Donorfy has a File Uploader that enables you to import data from Excel. You can download a Data Preparation Template from within your Donorfy system: Data Management > File Upload Note: If you have made any alterations to the settings within Donor...

    Graham Bell
  • Set up your online donation pages

    Donorfy offers various ways for you to collect donations online with the benefit of them being added directly into your Donorfy database - Donorfy Forms, widgets (cards and direct debits) and campaign pages (cards only). See this page to work out ...

    Graham Bell
  • Add in integrations to enrich your Donorfy experience

    You can set up the built-in integrations, such as Stripe, MailChimp, Loqate, Eventbrite, GoCardless, JustGiving, from Settings > Configuration. More information on the available integrations and their configurations can be found here and for appro...

    Graham Bell