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Add Items to the Getting Started List

Learn more about Donorfy and add items to the Getting Started List.

Cristina Gruita avatar
Written by Cristina Gruita
Updated today

Donorfy presents users with a Getting Started list - this is a list of items they can work through to learn more about the system and how to get the most from it.

Initially the list will contain a standard list of items to work through.

However you can add, change or remove items from the standard list if you wish.

Navigate to Settings,find Getting Start List - these are the available fields:

  • Description - main description of the item e.g. Take The Tour.

  • Details about the item - provides more information, also allows you to embed 2 links to further information, e.g. knowledgebase articles, videos etc - use the placeholders {Link1} and {Link2} to include links e.g. Watch our quick start video by clicking {Link1} - the text {Link1} will be replaced with the word here which will link to the item you define - make sure the L in {Link1} is a capital letter.

  • URL to be used if you included a Link1 and Link2 in the details - important you must include http:// at the start of any web site address e.g. http://www.google.co.uk .

  • Further information - can be used to tell the user some more about the item - this will be displayed below the description and details.

  • System Setup Item - if set to yes this item will appear in the System Setup section of the Getting Started List.

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