Form Submission
When a form is submitted we will check that it looks like a legitimate form submission, see Form Security for more info. Legitimate submissions will then be processed.
Donorfy uses the details on the form to link the form to an existing constituent.
This uses the same approach that we use for duplicate checking.
How it is done:
Link the form to the best matching existing constituent where we find one or more constituents with a matching score of 13 or higher.
Add a constituent and link the form to it where we do find any matches scoring 13 or higher.
📌Note:
If you have Donorfy Essentials, once you exceed the limit for the plan when Forms are submitted, the constituents will still be added, so you do not miss out on donations.
If you exceed the plan's limit on constituents in these circumstances, you can either use the bulk deletion tools to remove constituents from your Donorfy to get back below the limit, or you can upgrade to a Donorfy Starter or Professional plan.
Form Statistics & Analytics
For any given form in the list of forms, you can view submission statistics:
Navigate to Forms, click Manage Forms.
Select the information you want to see by clicking the columns via the column selector button.
The statistics that can be shown:
Submitted Count: the number of times the form has been submitted.
Submitted percentage: the percentage of forms displayed that went on to be submitted.
First and Last Submitted: the dates the form was first and last submitted.
Spam Count: this is the number of forms which have been blocked for being malicious or spam submissions.
Error Count: the number of forms that encountered errors when they were processed.
When you open the form itself:
Click on the Analytics tab.
This will show more details about the forms that have been displayed and submitted. The data shown is dependent upon the elements you have on your form.
Form History
Form History lists all forms that have been submitted (a constituent has completed and submitted the Form):
Navigate to Forms, click History.
Transactions made from a Donorfy Form are recorded within Forms, History. However, a note or the completion and any associated error message can be found:
Navigate to Financial, click Online Donations select Errors & Info.
You can filter the list by form title, campaign, and status. Once a form has been processed you can link to the constituent associated with the form.
If you have a lot of form history you can download it as a CSV file to analyse it - e.g. in Excel
Donorfy Academy
The Donorfy Academy features a learning course for Donation Forms - enrol here.