Your Constituents
Create, update and add a variety of data to your Constituent records.
Add and Edit Constituent Profiles
Everything about adding and making alterations to a constituent profile.
Constituents: OverviewLearn how constituents are structured and organised in Donorfy.
Salutations and Label namesLearn how Donorfy creates default salutations and label names, and how to override them for each set of contact details.
Adding a new ConstituentLearn how to add new Constituents using various tools or manually.
Change a Constituent's Constituent TypeLearn how you can re-categorise or correct your constituent type.
View changes to a ConstituentReview what changes were performed to a Constituent.
Assign a Main Contact to a Constituent ProfileAssign your point of contact from the organisation you work with.
Allow People to Update their Permissions and PreferencesAllow supporters to manage their own details and preferences via the Self Service website widget.
Households and Constituents that Share an AddressManage shared addresses of your Constituents.
Preferred Address, Email and Phone NumbersLearn how Donorfy determines and displays preferred contact details based on constituent preferences.
Constituent Photos and Profile PicturesUnderstand how images can be associated with a constituent.
Communication Preferences
Everything about communication Preferences.
GDPR in Donorfy: OverviewUnderstand how Donorfy supports GDPR compliance.
Include a Preference Update Link in an EmailAllow supporters to update their contact details and communication preferences.
List Communication Preference UpdatesCreate lists in Donorfy to track supporters who updated their communication preferences and identify those who have not yet done so.
Non-Financial Items in the Constituent Timeline
Explore what items you can add to a Constituent Timeline.
Add Activities to the TimelineAdd activities to your Timeline to show your interactions with Constituents.
Send Task NotificationsNotify your team members about the tasks assigned.
View TasksLearn to keep track of the tasks currently assigned to you.
Mark a Task as CompletedComplete your work by clearing your tasks.
Task reminder emailLearn how you can be reminded about overdue tasks.
Set Alerts for ActivitiesRaise alerts about a Constituent's preference or needs.
Send One Off Letters and EmailsLearn how to send documents via Donorfy.
Timeline Document UploadExplore attaching documents to a Timeline Activity.
Connect Timeline Entries to Other ConstituentsLearn to make connections between Constituents and Timeline entries.
Manage your Constituents
Find details on merging two (or more) constituent profiles and deleting a constituent.
Archive and Delete ConstituentsArchive your constituents if you wish to bring them back in the future or delete them to completely remove.
Merge ConstituentsMerge duplicate records to maintain an accurate version of each constituent.
Un-merge ConstituentsLearn how to reinstate a merged Constituent profile.