• Lists Overview

    Lists provide a way to view the information about constituents and financials within your database. The Lists within Donorfy cover the following areas: Constituent List Activity List Campaign List Fundraising Page List Connection List Constituent...

    Graham Bell
  • Creating a new List

    Lists give you a way to view the information in your database. When you create a List you need to ask yourself what you want a List of - such as: I need a list of people who are tagged with "volunteer" - that would be a Constituent List I need to...

    Robin Fisk
  • List Tags - Categorising and Organising your Lists

    You can create Tags for your lists so that they can be categorised and organised.   Creating List Tags These tags are set up as follows: Open Settings > Configuration > Tags & Tag Categories Click on the option Tags for organising Lists You will ...

    Graham Bell
  • Using Dynamic Date Filters with Lists

    When adding a filter to a list using a date field Donorfy allows you set up a filter that is dynamically applied based on the current date. For example, suppose you wanted to list all donations received today you could create a filter using the fi...

    Ben Brett
  • Downloading a List

    All Lists in Donorfy can be quickly and easily downloaded so that you can either create a mailing, use in a report, undertake further analysis, etc... You can choose which columns are included in your download by: Choosing the columns you using t...

    Ben Brett
  • Creating a Report from a List

    You can create a report from a list or a search in Donorfy by clicking on the Prepare Report button - highlighted in the screenshot yellow below. If your list is displayed as a Grid (by pressing the button highlighted in green below) you can choos...

    Ben Brett
  • Archiving All Constituents on a List

    If you would like to mass archive constituents, then this can be done via a Constituent List. Firstly to be able to use this function you will need either be an Administrator or a Standard User with the  'Can archive constituents from list' permis...

    Ben Brett
  • List Management

    This article covers deleting and copying a list.   Deleting a List From time to time it may be necessary to delete a list or a number of lists that are no longer required.  To do this, you will need to open the List that you would like to delete. ...

    Graham Bell
  • Understanding Transaction Lists

    Transaction Lists are useful for giving you information about your income, but to make use of them you should understand what they're showing you. In Donorfy, a Transaction is made up of two 'halves' - the Payment (e.g. £100), and it's Allocation ...

    Robin Fisk
  • Constituent Giving Stats available within Lists

    Constituent Lists and Campaign Lists contain a number of fields relating to the financial contributions that have been made. When you create a List you'll want to know what the various fields mean so that can (a) use the ones you want to filter yo...

    Robin Fisk
  • Constituent List

    A Constituent List allows you to ask questions of your Donorfy based on a Constituent's Profile, such as contact details, Tags, comms purposes and financial summary data and is used as the basis for syncing data to MailChimp.  To create your Const...

    Robin Fisk
  • Constituent Tag Lists

    Constituent Tag Lists allow you to create a list which filters and/or outputs using the details of tags that have been added to constituents. The details can include tag start & end date, extra fields, etc. you may have set up for a tag. A Constit...

    Ben Brett
  • Connection Lists

    Connection Lists can help you find and understand the links between your constituents and uses the ‘hard’ connections that have been added to constituent profiles. Connections are reciprocal, so the connection is shown on the profile of each const...

    Graham Bell
  • Change Log List

    The change log list allows you to look for changes made to the data in your Donorfy using a range of filters including Who made the change When the change was made  What was changed  Which constituent the data was associated with You must be an ...

    Ben Brett
  • Lists - FAQs

    My Lists are not showing all Lists If you find that the number of Lists being displayed to you is not what was expected - i.e it's only showing Constituent Lists or Activity Lists, then you will need to de-select the List Types that were previousl...

    Graham Bell
  • Custom List Views

    This feature is only available on the Professional Plan to those organisation who also have an OwnAzure subscription. Why create a custom list view? Donorfy comes with standard list views, so that when you create a new list you can base it on tho...

    Ben Brett