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Account Settings

Everything you need to set up your Donorfy just the way you want it to be.

Configuration

Configure your account and settings.

Settings overviewExplore the main settings that Donorfy offers.
Acknowledgement PlaceholdersCreate your placeholders to automatically populate data when you use them in your letter/email.
Add Custom Fields to ActivitiesTailor your activities with custom fields.
Add Items to the Getting Started ListLearn more about Donorfy and add items to the Getting Started List.
Address AreaAdd more segmentation on your address for improved reporting.
Search Settings: ConfigurationExplore the Configuration settings for a better understanding of what you can configure in your Donorfy.
Activity TypesExplore how you can record your non financial items with activity types.
Address RegionsLearn how to add a region for more complex segmentation.
Bank AccountsCreate new bank accounts and pull reports related to them.
Collection MethodsLearn what Collection Methods are, how to add them and why are necessary.
Constituent RolesExplore how to add roles to your constituents for improved analyses and reporting.
Constituent TypesCategorise your constituents with Constituent types.
CountriesLearn how to add new countries to your Donorfy.
DepartmentsLearn what is a department and how you can add it to your Donorfy.
FundsExplore how to set a fund to appropriately allocate money.
GenderLearn how to add more genders to your Donorfy.
Name PrefixesLearn how to add a name prefix.
Payment MethodsExplore the preconfigured payment methods or add new ones.
Reasons for cancelExplore how to add and set up reasons for cancel,lapse etc.
Social Media IDsAdd constituent's social media links.
Name TitlesAdd name titles to your constituents.
Gift Aid Declaration MethodAdd Gift Aid Declaration Methods to record where the declaration came from.
Consent StatementsCreate Consent statements for your Constituents.
Confidential ActivitiesSet your users to have access to confidential activities.
ProductsAdd a product to show what the donor supports.
CurrencyConfigure the currency and add more if needed.
Change the Dashboard Currency SymbolConfigure your dashboard with currency and formatting.
Auto TaggingConfigure your Auto-tagging if you are a Professional subscriber.
Connection TypesLearn how to manage connection types.
ChannelsExplore what are channels, how they work and what options they provide.
Set up TagsExplore adding Tags into Tags Category.
Set the Date Your Year StartsChange your start of the year according to your own financial year.
Flag Donations as Recurring giftsLearn how you can flag a payment method as a recurring gift.
Preference Update SettingsLearn how to set up and customise Donorfy’s self-service communication preference update features for your supporters.
Setting Up One Off Letters and EmailsLearn how to create one-off documents, so you can send personalised communications directly from Donorfy.
Get Started with GDPRLearn how to configure your GDPR settings and prepare your organisation for compliant communication management.
Add Social Media Links to Email TemplatesLearn how to insert social media icons into your Donorfy email templates and link them to your organisation’s social media pages.
Add Pictures to Acknowledgements, Documents, and FormsLearn how to display images, such as logos or signatures,in your Donorfy acknowledgements, documents, and Forms.
Create PurposesDefine and explore purposes for contacting your Constituents.
Loqate

Capture accurate address data to ensure data quality in your Donorfy with Loqate.

Address Lookup & Rapid Address Entry using LoqateLink your Donorfy with Loqate and find up addresses easier