• Membership Introduction & Overview

    Welcome to the Memberships tools within Donorfy. Please note Memberships is only available under the Professional Plan as it uses EFT (Electronic Funds Transfer). If, after reading through the overview and other supporting documentation you feel ...

    Ben Brett
  • Allowing Access to Membership

    If you want to use the membership features of your Donorfy you need to Switch on the membership feature - to do this select configuration under settings and search for Membership - set Show Membership Feature to Yes and press Update Next allow...

    Ben Brett
  • Setting Up Membership Products

    You need to set up products for each type or class of membership you offer, for example you might need the following products Individual Membership  Family Membership  Some factors to consider when deciding which membership products you need are...

    Ben Brett
  • Uploading Memberships & Members

    You can upload memberships and up to 6 members per membership. Memberships and Members Download the Data Preparation template and copy the RPI Memberships worksheet into a new workbook. Please note: the Membership Start Date is when the membershi...

    Ben Brett
  • Membership Paid Up To Date

    A membership recurring payment instruction (RPI) has a Paid Up to Date this is calculated based on payments received and can be used to find membership that have missed payments - e.g. to contact the member or to lapse or expire memberships. Membe...

    Ben Brett
  • Membership Bulk Cancel

    The membership bulk cancel feature allows you to cancel RPIs from non-paying members in bulk - this will stop payments from being collected in the future. The membership bulk cancel feature works with the membership status update feature - i.e. yo...

    Ben Brett
  • Membership Status Update

    The Membership Status Update feature allows you to setup Membership Status Rules which are automatically applied to set the status of your memberships - this helps you to consistently manage the status of your memberships.  Note that the membershi...

    Ben Brett
  • Changing Membership Prices

    From time to time you may want to change the price charged for your membership products - this process is performed as follows: Identifying the membership whose price you want to change  Setting the pending price of the affected membership to the...

    Ben Brett
  • Membership and Members Lists

    There are two types of list associated with membership Membership Lists  this type of list has one row for each membership - its includes RPIs which have a type of Membership The list includes the following stats MembershipAmount is the amount ...

    Ben Brett
  • Creating a Membership Form

    You can use Donorfy Forms to allow people to buy a Membership for themselves or as a gift for someone else directly from your website, or via a link within digital communications, such as email, social media post, etc.   Payments for Membership ca...

    Ben Brett
  • Membership - How do I?

    How do I  Find all members who should have paid last month but didn't Suppose it was May and you wanted to contact all members who should have paid last month but didn't, on the Memberships Tab choose  Paid Up to between - choose an appropriate...

    Ben Brett