Getting started - Setting up Donorfy
Welcome to Donorfy! This introductory section provides the basics so you can start exploring and customising your new Donorfy database. You can read and work through the sections that interest you the most, but we do recommend that you work through in the order they are listed below.
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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...
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Quick Start Guide: online 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 automated Gift Aid recovery on eligible...
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Configure Donorfy
First things first - have you created a Donorfy system for your organisation yet? Yes - wonderful! Sign in here. No - no worries, set one up in minutes here. Now that you have signed up to your new Donorfy database, the next part is to configure...
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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...
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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...
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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...
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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 ...
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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...