Configuration
Configure your account and settings.
By Cristina1 author39 articles
- 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.