• Sending Emails from Donorfy

    You can send documents by email to your constituents from Donorfy using your own email server. To set this up you need a valid email address & password to use with your email server. It is best practice to use a specific email address to use with...

  • Creating an Email Template

    Before you create your email template, please ensure that your email settings have been established first: Sending Emails from Donorfy Creating an Email Template From Settings > Configuration > Acknowledgements & Documents you can create your emai...

  • Office365 - Using Office365 with Donorfy

    Open the Email Server Settings from Settings > Configuration > Email Server Settings  - you will see a form like the one shown below:     Select Office365 from the drop-down list Enter your email address and press Save Changes Then press Auth...

  • Gmail - Using Gmail with Donorfy

    Go into Settings in Donorfy and search for 'Email Server Settings' - you will see a form like the one shown below - choose 'Gmail' as the Pre-configured Email Server   Next, enter your Gmail email address   Click on Save Changes   Once you have...

  • Gmail - Tokens Expiring

    If you have found that your Gmail has stopped working with Donorfy it may be one of the following:   Account password: Firstly, has someone changed your email account password and not updated the Donorfy settings and Authorised GMail? Re-enter the...

  • Microsoft Exchange - connecting Exchange to Donorfy

    Open the Email Server Settings from Settings > Configuration > Email Server Settings  - you will see a form like the one shown below:   Select Exchange from the drop-down list Enter your User Name Enter your Domain Name Enter your email addre...

  • Manually connecting other email services to Donorfy

    Open the Email Server Settings from Settings > Configuration > Email Server Settings  - you will see a form like the one shown below:     Select Manual Configuration from the drop-down list If you are not using one of the email systems such as...

  • Troubleshooting Problems Sending Emails

    Listed below are some error messages that can be returned from your email system when sending emails from Donorfy, together with suggestions for how to resolve them. Often the solution requires changes to your email setup which will require the in...

  • Unexpected Items in Send to Donorfy Review List

    You may get items in your Send to Donorfy review list with strange email addresses or email addresses you do not recognise - see example below. This can happen when you forward an email you have received to your Send to Donorfy email address - Don...