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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.
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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...
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Recurring Income Deep Dive - March 2021
In this Deep Dive learn how to manage automatic and manual recurring income through Donorfy.
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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...
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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
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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...
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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...
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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...
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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 ...
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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.
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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.
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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...
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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...
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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
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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...
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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...
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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...