• 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. Note: Increasing email providers are no longer allowing of m...

    Ben Brett
  • 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...

    Graham Bell
  • 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 and password    Click on Save Changes  ...

    Ben Brett
  • Error Authorising Gmail

      Sometimes when authorising to Donorfy to link to your gmail you may see an error message similar to the one below - to resolve the error click on the Advanced link (If you do not see the Advanced link, then see GSuite Security note below)   Nex...

    Ben Brett
  • 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...

    Graham Bell
  • 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...

    Ben Brett
  • Send to Donorfy

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   Send to Donorfy is an easy way to keep copies of emails sent or received on your constituents’ timelines - this helps you to keep a record of your communicati...

    Ben Brett