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Online Tools

Your guides for creating online Forms, Campaign Donation Pages and implementing Web Widgets.

Forms

Create forms to use on your website for a variety of purposes: allow people to signup to a list, make a donation etc.

Forms OverviewLearn how to build web-based forms in Donorfy to collect data and payments directly into your database.
Standalone FormsLearn how to match your standalone form design with your website’s branding by customising headers, footers, and layout elements.
Create and Edit FormsCreate a new form or edit an existing one.
Form AppearanceCustomize the look of your Forms.
Donorfy Forms: Apple PaySet up Apple Pay so your supporters can easily donate.
PayPalLearn to use PayPal for one off donations and payments.
Google Pay and Microsoft PayLearn how to connect Google Pay & Microsoft Pay with your Donorfy to streamline fundraising data.
Tracking Codes for FormsLearn how to track codes from your forms and monitor activity, measure performance.
Forms: Google AnalyticsLearn how to track your forms with Google Analytics.
Form Submissions, Statistics and HistoryLearn how to get more from your Forms.
Update Form Communication Consent OptionsLearn how to update your Communication Consents.
Testing your Donorfy FormLearn how to avoid errors when testing your Donorfy Form.
Form SecurityLearn about why Donorfy blocks suspicious requests and how to allow or block them.
Form Error MessagesLearn what each error code message means.
Donorfy Form Error Messages when a supporter clicks Donate or Submit buttonLearn about the error messages a supporter can come across and how to fix them.
Missing a Transaction/data entry from a Donorfy Form?Learn to identify and process unknown Forms.
How to add a question to a Donorfy FormLearn how to add custom questions to your Donorfy Form using Activity Types and Yes/No extra fields.
Forms TroubleshootingUse this guide to identify error messages, resolve display issues, and correct setup problems so your Forms function correctly.
Stepped or Progression View on a FormLearn whether Forms can display content in step-by-step pages and how to present staged progression using available tools.
FAQ: Notification of completed FormLearn how to monitor and receive notifications when supporters complete a Form, using History, Lists, Activity-based task notifications, and Triggers.
FAQ: Can I add a required field?Learn how to collect required information, such as agreement to Terms and Conditions or next-of-kin details, when Forms do not support custom required fields.
Run a Gift Aid Opt-In CampaignUse this guide to identify donors who have not made a Gift Aid Declaration and invite them to submit one using a simple online form in Donorfy.
Form ElementsLearn about the building blocks available in Donorfy Forms and how each element collects or displays information for your supporters.
Memberships

Get started with Memberships.

Membership Introduction and OverviewLearn how to set up, manage, and maintain membership schemes using Donorfy’s membership tools.
Allow Access to MembershipLearn how you can allow your users access to Membership.
Set Up Membership ProductsLearn how to create the membership products you need and understand how each product supports benefits, reporting, and membership management.
Upload Memberships and MembersLearn how to upload memberships and add up to six members per membership using the data preparation template.
Understand Membership Paid Up to DateLearn how the Paid Up to Date value is calculated for membership recurring payment instructions (RPIs) and how it helps identify missed or late payments.
Bulk Cancel MembershipsLearn how to bulk cancel membership recurring payment instructions (RPIs) for non-paying members using membership status rules and the bulk cancel feature.
Update Membership StatusLearn how Membership Status Rules automatically assign statuses to memberships so you can manage overdue or cancellable memberships consistently.
Change Membership PricesLearn how to update membership prices by identifying affected memberships, setting pending prices for review, and applying new prices to future payment collections.
Membership and Members ListsLearn how Membership Lists and Member Lists work, what information they contain, and how they help you analyse memberships and member details.
Manage Common Membership TasksLearn how to answer the most common “How do I…?” membership questions.
Membership AnalyticsLearn how to use Membership Analytics to understand your active memberships, new joiners, cancellations, and monthly changes across your Membership Products.
Create a Membership FormLearn how to build and configure a Membership Form so supporters can purchase a membership for themselves or as a gift, using payment cards or Direct Debit.
Web Widgets

Get started with Web Widgets.

Introduction to Web WidgetsLearn how Donorfy Web Widgets help you embed custom donation and payment pages directly into your website.
Implement Web Widgets on Your WebsiteThis guide is for web developers and designers implementing Donorfy Web Widgets into a website.
Add PayPal, Apple Pay, and Google Pay to Your Web WidgetsEnable digital wallet payments on your Web Widgets to give supporters a faster, more secure donation experience.
Web Widget Donations and Existing ConstituentsLearn how Donorfy matches donations made through Web Widgets or Campaign Donation Pages to existing constituent records.
Allow Purposes in Web WidgetsUse this guide to add allowed or blocked Purposes to constituent records created or updated through a Donorfy Web Widget.
Use Tags with Web WidgetsLearn how to automatically add or block tags on constituent profiles created or updated via Donorfy Web Widgets.
Allow Beneficiary Details to Be Entered on Web WidgetsUse this guide to enable supporters to enter beneficiary details—such as the name and address of someone receiving a gift—when completing a donation through Donorfy Web Widget.
Update Web Widget Communication Consent OptionsLearn how to update the communication consent options in your Web Widgets after changing Communication Channel Processing Bases in Donorfy.
Disable Apple Pay, Google Pay, or PayPal on Web WidgetsUse this guide to remove Apple Pay, Google Pay, or PayPal as payment options from your Web Widgets.
Update Web Widgets to Support Long reCAPTCHA TokensDonorfy has introduced an update to Web Widgets that allows them to correctly handle longer reCAPTCHA tokens issued during Stripe payments.
Troubleshoot Web WidgetsGuide for diagnose and resolve common issues encountered when setting up or using Donorfy Web Widgets.
Use Web Widgets with SquarespaceFollow this guide to embed and test your widget successfully on a Squarespace site.
Automatically Send Acknowledgements for Online DonationsLearn how to configure Web Widgets, Donation Forms, and Campaign Donation Pages.