Sometimes when a Form is completed the payment may have been collected or a Direct Debit mandate created but the reCAPTCHA process has flagged the Form as Spam due to a low score or details that the processes assume are non-genuine.
These Forms will be available to view by:
Navigate to Forms.
Select the History area of your Donorfy.
The Forms will be identified by:
Description: Unknown.
Form Status: will be either Spam/Submitted or Error.
Filter to locate the Form Status required
When the History area is opened, if no previous filters have been applied, all the Forms that have been completed will be viewable in a list. You can refine this view to only display the Spam/Submitted or Error Forms from the filtering options on the left of the page. Once the filter has been checked, only those Forms will then be displayed.
Review the Form
Previewing the Form will allow you to find out who completed the Form and whether the details entered appear genuine or not.
To do this:
Click on the Unknown Description for the entry you would like to view.
🤓Tip:
Right-click on the Unknown Description and opt to Open Link in a New Tab. This will load the preview in a new browser tab, without re-open the History section once you have reviewed the Form.
The preview page will contain a summary of the Form, for example:
Form Status.
Donation Details.
Name & Address.
Contact details.
Form completion actions
Process Form:
Click Process Form. The Form will be processed and given the status of Processed.
Complete later:
Close the tab or click back into the Forms and History section from the navigation on the left.
Delete Form:
Click Delete. The Form will be permanently deleted.
📌Note:
If you opted to Process the Form, the dates on the Timeline will be the date the Form was marked as processed (the day you clicked the Process Form button).
To ensure that your transaction dates reconcile the transaction will need to be edited and the dates altered accordingly.
Direct Debit Mandate details will not be added to the RPI of a Constituent Timeline.
You will need to locate the Mandate ID from your GoCardless dashboard. The Mandate ID will start with a MD.
Donorfy Academy
The Donorfy Academy features a learning course for Donation Forms - enrol here.