Here at Donorfy we regularly release updates to our software to ensure that it is working as intended and also to add additional functionality that we know you'll love.
Keeping you up-to-date on these changes is key to you so that you can continue making the best use of Donorfy in your everyday work, enabling you to do more of what matters.
Below you will find all of the most recent additions to our Knowledge Base, along with updates to existing articles. Items in bold are key updates.
You can stay updated with changes to this article by clicking on the 'follow' button. each time a change is made to the article, you'll receive an email.
2025 Updated Articles
Article | Type | Date | Summary |
New | 04/09/2025 | Single Sign-on | |
New | 04/09/2025 |
| |
Update | 04/09/2025 |
| |
Update | 04/09/2025 |
| |
Update | 25/06/2025 | Changes to the behaviour of mapped Tags to contacts within Dotdigital | |
New | 29/04/2025 | Introducing Multi-currency | |
Update | 11/03/2025 | Notice about API rate limits | |
Update |
| Inclusion of currency conversion field | |
Update |
| Inclusion of default 'Home' currency and live currency convertor |
2024 Updated Articles
Article | Type | Date | Summary |
New | 13/12/2024 | An extremely important and urgent relating to Web Widgets. If you have a Donorfy widget on your website please take action urgently! | |
New | 06/12/2024 | Discover how the Membership Analytics are calculated | |
Update | 24/09/2024 | A sizable update was released to accommodate Eventbrite's revised checkout process and the way in which (and when) they provide data via their API. | |
Update | 05/09/2024 | Gift Aid Statement on the Form is added to the Timeline GAD | |
New | 05/08/2024 | The new look Donorfy is live! | |
Update | 30/07/2024 | Unpacked the difference between Display name and User name. Expanded the narrative on the update processes | |
Update | 30/07/2024 | Summary and additional narrative about how RPIs work | |
Update | 11/07/2024 | New custom Dashboards! | |
Update | 24/06/2024 | Accommodation of unconfirmed Channel preferences | |
New | 13/06/2024 | Stripe periodically issues long reCaptcha tokens for payments via Web Widgets - this article provides the details of how to update your Stripe Web Widgets. | |
Update | 07/06/2024 | Updated process relating to how Auto-Tags are applied overnight. Only Tags that do not fulfil the Auto-Tags rules are now removed before Tags are applied to Constituents who meet the rules. | |
Update | 15/03/2024 | New process related to refunded donations reported within your Facebook Transaction Report. | |
Major Update | 05/03/2024 | All articles relating to Lists updated due to major updates and new features released within Lists | |
Update | 16/02/2024 | Where supporter confirms they wish to be informed about the impact of their donation(s) the Email Channel will be set to Yes | |
Update | 16/02/2024 | Where the Facebook file contains null details Donorfy will use preset defaults Where supporter confirms they wish to be informed about the impact of their donation(s) the Email Channel will be set to Yes |
2023 Update Articles
Article | Type | Date | Summary |
New | 07/11/2023 | You can now download your previous invoices directly from your Account area in Donorfy | |
New | 20/10/2023 | Sandboxes for Donorfy now available for Professional Users | |
Update | 12/10/2023 | Addition of Organisations to Forms | |
|
|
| |
|
|
| |
New | 10/10/2023 | How to disconnect from Mailchimp | |
News | 21/09/2023 | How we are responding to Meta's move to use PayPal Giving Fund as their donation payment provider | |
Update | 15/09.2023 | Additional information about locating Enthuse payments in Transaction Lists | |
Update | 14/09/2023 | Clarification of how the Preferred Channel = Do Not Contact works within the Mailchimp sync | |
New | 23/08/2023 | How to bulk delete Activities in your Donorfy | |
Update | 10/08/2023 | Update with pre-configured and system defaults | |
Update | 10/08/2023 | Clarification of what Transaction Entry Defaults are used for | |
Update | 10/08/2023 | Update related to additional tabs available within the Prospect info panel | |
Update | 10/08/2023 | Links to settings articles added | |
Update | 31/07/2023 | Update relating to Google Analytics 4 (GA4) | |
New | 26/05/2023 | How to move your Ready to Claim Gift Aids in bulk to the Active Claim | |
New | 16/05/2023 | A brand new integration from Donorfy. Now open for Beta Testing. | |
Update | 16/05/2023 | Update to the way in which Google Drive images are added to Acknowledgements and donation Forms | |
Update | 15/03/2023 | Clarification to which emails the Preference Update Link can be used within | |
New | 09/02/2023 | How to add Apple Pay, Google Pay and PayPal to your Web Widgets | |
New | 09/02/2023 | Disabling Apple Pay, Google Pay and PayPal buttons on your Web Widgets | |
New | 03/01/2023 | How to set up notifications for Forms |
2022 Updated Articles
Article | Type | Date | Summary |
and | Update | 22/12/2022 | Change related to the way in which supporters and attendees are matched to existing Constituents in Donorfy. The process now uses the Confidence scores as described in the duplicates process. |
New | 15/12/2022 | Details on how to add a Tracking Code to Donorfy Forms | |
Update | 14/12/2022 | Update relating to Mailchimp sunsetting the Classic Automations feature.
| |
Temporary Update | 13/12/2022 | A note about Campaigns and Transaction updates | |
New | 06/10/2022 | How to change a Constituent's Constituent Type | |
Update | 05/10/2022 | Links to settings articles added | |
New | 30/09/2022 | Update Tags with adding extra data where that Tag already exists on Constituent Profiles | |
New | 30/09/2022 | Provides an overview of the Stripe integration, what it does and does not do | |
Update | 30/09/2022 | Addition of further best practices | |
New | 29/09/2022 | Create a document for Mail Merge by a Trigger Action | |
Update | 29/09/2022 | New Trigger Types for Pledges | |
New | 28/09/2022 | How to add Pledges not linked to an Opportunity. | |
New | 22/09/2022 | Pooling of details from a number of sources into a central article | |
Update | 20/09/2022 | Clarification of the maximum number of characters for a field title and the data entry | |
Update | 08/09/2022 | £0.00 or Null value allocations prevent the Transaction from being sent to Xero | |
New | 30/08/2022 | A way to add an alternative to a required field to your Donorfy Forms | |
Update | 25/08/2022 | Updated Placeholder names and addition of 3 more Gift Aid related Placeholders | |
Update | 16/08/2022 | Clarification of Processing Costs on a Transaction List Account Download | |
New | 30/09/2022 | How to update your Web Widget communication Consents when Channel consents options have been changed from Opt-in to legitimate interest and vice-versa | |
New | 26/07/2022 | Optimised way of running Lists | |
New | 26/07/2022 | How to update your Form's communication Consents when Channel consents options have been changed from Opt-in to legitimate interest and vice-versa | |
Update | 18/07/2022 | Includes a more defined way to manage legitimate interests | |
Update | 14/07/2022 | Addition of Membership Element |