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

May 05, 2021 17:40

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

Graham Bell

May 05, 2021 17:28

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

May 05, 2021 16:30

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

January 07, 2021 10:31

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

November 05, 2020 15:00

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

September 10, 2020 09:03

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

July 09, 2020 13:29

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

June 30, 2020 16:34

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

May 07, 2020 19:00

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

May 07, 2020 18:55

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

November 13, 2019 14:44

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

September 10, 2019 11:24

  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

July 08, 2019 16:51

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

June 07, 2019 09:40

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

May 20, 2019 11:11

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

April 18, 2019 14:12

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

April 18, 2019 14:03