Account Settings
Everything you need to set up your Donorfy just the way you want it to be.
By Cristina1 author70 articles
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.
Security and User Management
Keep your Donorfy safe and Secure.
- User PermissionsControl the access to your Donorfy and the features, dashboards, reporting tools, etc that your users have access to.
- Invite Other People to your DonorfyInvite others to join Donorfy and collaborate with your team.
- Manage Users and SecurityManage the permissions of your users.
- Two Factor Authentication (2FA)Secure your account with the two factor authentication.
- How to set up Single Sign-on for DonorfySet up Single Sign-on for added security.
- Unable to sign in as an AdministratorSign in as an Administrator or request permissions to become one.
- Donorfy Security CentreExplore the options that will increase security for your users.
- Keep your organisation's information safeTips to protect your data and what are we doing to keep your information safe.
- Single Sign-On FAQsWhy is Donorfy changing to a Single Sign-On Login?
Your user Profile
How to set up your profile.
Stripe
Everything you need to set Stripe to allow donors secure donations.
- Use reCAPTCHA with Stripe Web WidgetsProtect your Stripe Web Widgets from card testing and automated fraud by enabling Google reCAPTCHA v3.
- Payment via Stripe: OverviewLearn everything you need to know about Stripe and how it integrates with your work.
- Connecting to StripeLearn how to connect Donorfy with Stripe to enable secure payments.
- Creating a Stripe Payment Card Donations Web WidgetLearn how to create a Stripe Payment Card Donation Web Widget.
- Disconnect from StripeDisconnect from Stripe If you don't want to collect payments anymore.
- Stripe Error MessagesLearn how to identify and fix common Stripe error messages that may appear when processing transactions or recurring payments.
- Stripe Email ReceiptsSet up Stripe to send email receipts for card donations and send acknowledgements from Donorfy.
- Strong Customer Authentication (SCA): Update and Ways to Reduce Declined TransactionsUnderstand recent SCA changes, how Donorfy supports 3D Secure, and how to minimise failed card payments.
- Stripe PCI ValidationUnderstand PCI requirements for Stripe and how Donorfy’s payment tools help you stay compliant.
- Updating Your Web Widgets to Use Strong Customer Authentication (SCA)Learn to update Web Widgets to comply to SCA
- Change Your Linked Stripe AccountUpdate Donorfy to use a new Stripe account following an organisational change or new payment setup.
GoCardless
Benefit from the great fees and low failure rates of Direct Debit, without the operational complexity associated with traditional providers.
- How to Setup and Take Donations using GoCardlessLearn how to set up GoCardless for donations made via direct debit
- Connect to GoCardlessLink Donorfy to GoCardless to collect recurring donations via Direct Debit.
- Disconnect from GoCardlessLearn how to remove the GoCardless connection from Donorfy.
- Use Your Own Notifications for GoCardless Direct DebitsSend branded, customised Direct Debit notifications from Donorfy instead of the standard GoCardless emails.
- Create a GoCardless Web WidgetAllow supporters to set up recurring donations by Direct Debit using GoCardless on your website.
- Example GoCardless NotificationsUse these examples as a starting point for your own GoCardless Notifications
- Move GoCardless Subscription Plans to Donorfy RPIFollow a structured process to safely migrate existing GoCardless Direct Debits or recurring payments from another provider into Donorfy RPIs.
Loqate
Capture accurate address data to ensure data quality in your Donorfy with Loqate.