• 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...

    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
  • 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...

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

    Ben Brett
  • Gmail - 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 Centre note below...

    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
  • 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...

    Graham Bell
  • 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...

    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