Donorfy comes with some pre-configured Activity Types. However, other Activity Types can be added within Donorfy Settings so that the selection is applicable to your organisation's purposes.
Activities are items of data that you wish to capture that are not financial. There is no limit to the number of Activity Types that can be added, and has the ability to capture additional information within custom fields, which makes this section super flexible, allowing items to be added, such as:
Gift in Kind items
Notes
Volunteer information
Tracking of Charity Cash Tins
Event details
Contact history items, for example, outgoing or incoming emails,
etc.
There are some Activity Types that are used by some Donorfy Processes, so it is suggested that you do not remove or rename the following Activity Types:
Communication Preference Confirmation
Send to Donorfy
Gift Aid Declaration
Email Inbound
Email Outbound
Record Merged
Subscribed to list
Unsubscribe from List
Eventbrite Order
Eventbrite Attendee
Data Cleaned
Notes
Fundraising Page Created
Payment Collection Info
Some of these will only be used if you are using certain integrations.
To add an Activity Type
Open Settings > Configuration > Activity Types
Click on the + icon to the right of the screen
You will be presented with a form to complete for the Activity Type, as shown below:
Complete the following
Enter the description for the Activity Type being added
Ensure it is set to Active
Enter any custom fields that you need to capture data for.
There are a total of 40 custom fields that can be used:10 x Text (50 character limit for the description)
10 x Number
10 x Date
10 x Yes/No
For further details about the custom fields, please see this article: Adding Custom Fields to Activities
Save the Changes
The Activity Type will then be available for use within your Donorfy:
From the Constituent’s Timeline
To add an Activity to a Constituent Timeline, please refer to this article: Adding Activities to the Timeline
From the Form Builder
These articles provide further details about using Activities in Forms: Creating and Editing Forms and Available Form Elements
Searching Activity Types
The number of Activity Types in your Donorfy may be plentiful, and to locate the one you want to add detail to, set an inactive or re-name (non-default Activity Types), there is a search function that can be used. Typing a keyword into the search box will filter the list, for example:
Reporting on Activity Types in Lists
There is a specific List Type called Activity that can be used to locate the data for all Activities added to Constituent Timelines. This List Type can be filtered to a specific Activity or a number of Activities.
You can find further details about an Activity List here: Lists Overview
Deleting Activity Types
If you delete an Activity Type, the Activity will remain on a Constituent Timeline, but the Activity Type will be changed to Notes.