• Challenge Events Deep Dive - May 2021

    Hosted by our Partner, Donor Care, find out about how to create and manage a challenge event using the tools available within Donorfy, such as Tags, Lists, Forms, and custom Activities.      

    Graham Bell
  • Opportunities Deep Dive - April 2021

    Hosted by our Partner, Janet from Nahira Consulting, find out about what an opportunity is, what it can be used for, how to set your opportunities up, and manage them to take your Major Donation and Trust Fundraising to the next level.     You ca...

    Graham Bell
  • Recurring Income Deep Dive - March 2021

    In this Deep Dive learn how to manage automatic and manual recurring income through Donorfy.  

    Graham Bell
  • Communications Deep Dive - February 2021

    In this Deep Dive session, we focus on Communications - using Donorfy to send the right message to the right people.  One-to-many - marketing campaign segments One-to-one - transactional acknowledgments and supporter journies Other comms - e.g soc...

    Graham Bell
  • Donorfy API Deep Dive - January 2021

    The Deep Dive session was hosted by Donorfy's partner MAST ICT. The focus was on what the API is, how it can be used, key tips, and examples of it in use.     For the documentation of Donorfy's API - please click here

    Graham Bell
  • Opportunities Deep Dive - November 2020

    In this Deep Dive session, we delve into the newly refreshed version of the Opportunities feature from Donorfy. Find out about what an opportunity is, what it can be used for, how to set your opportunities up and manage them, what the new features...

    Graham Bell
  • Facebook Giving Tools Deep Dive - September 2020

    In this Deep Dive session, we focus on the recently released Facebook Giving Tools within Donorfy, what they are, how to use the tools, dig deeper into the data you receive from Facebook, and other handy tips to get the most out of the tools.   Y...

    Graham Bell
  • Acknowledgments Deep Dive - July 2020

    The Deep Dive session focussed acknowledgments within Donorfy and will take you through what they are, what they are for, how they work, and how they relate to other areas of Donorfy (including Integrations).      You can find out more about Form...

    Graham Bell
  • Forms Deep Dive - June 2020

    The Deep Dive session focussed on the newly released Forms feature and will take you through what they are, what types are available, how to create them, and deploy them to your website as a stand-alone or an embedded Form.      You can find out ...

    Graham Bell
  • Lists Deep Dive - May 2020

    The Deep Dive session focussed on Lists and how to use them to get the best results to answer the question you are asking of your data. For full documentation on Lists, please follow instructions within the Lists articles.

    Graham Bell
  • Xero Deep Dive - April 2020

    The Deep Dive session was hosted by our Partner Andy Nash, who covered the Xero integration. For full documentation of how to set up the integration, please follow instructions within the Financial Management - Accounts - Xero articles.      

    Graham Bell
  • Mailchimp Deep Dive - November 2019

    This is an updated Deep Dive session on the Mailchimp integration and gives you a flavour of what to expect and how to set it all up.  For full documentation of how to set up the integration, please follow instructions within the Integrations - Ma...

    Graham Bell
  • Batch Transaction Entry - September 2019

    Find out more about Batch Transaction and the EFT process and more here: Batch Transactions Templates: Batch Templates Transactions: Batched Transactions EFT Process: Electronic Fund Transfer articles User Permissions: Managing Users and Secur...

    Graham Bell
  • Gift Aid Deep Dive - July 2019

      Find out more about Gift Aid in Donorfy - settings, how claims are compiled, adding declarations to timelines, preventing transactions being claimed and much much more: Gift Aid Knowledge Base articles    

    Graham Bell
  • Direct Debits Deep Dive - June 2019

    Find out more about Direct Debits, integrations and more here:  Recurring Payment Instructions: Recurring Payments (RPIs) GoCardless Integration: GoCardless Sending your own Notifications: Using your own notifications (GoCardless) Other Direct De...

    Graham Bell
  • JustGiving Deep Dive - May 2019

    The Deep Dive session was based on the new JustGiving integration and gives you a flavour of what to expect and how to set it all up.  For full documentation of how to set up the integration, please follow instructions within the  Integrations - J...

    Graham Bell
  • Eventbrite Deep Dive - April 2019

    The Deep Dive session was based on the new Eventbrite integration and gives you a flavour of what to expect and how to set it all up.  For full documentation of how to set up the integration, please follow instructions within the Integrations - Ev...

    Graham Bell
  • Mailchimp (new integration) Deep Dive - March 2019

    The Deep Dive session was based on the new MailChimp integration and gives you a flavour of what to expect and how to set it all up.  For full documentation of how to set up the integration, please follow instructions within the Integrations - Mai...

    Graham Bell