Account and Settings
Everything you need to set up your Donorfy just the way you want it to be, set up payment providers (Stripe and GoCardless), keep your Donorfy secure and more. All Settings in Donorfy require Administrator Access.
- Settings overview
- Searching Settings > Configuration
- Activity Types
- Adding Custom Fields to Activities
- Address Area
- Address Regions
- Bank Accounts
- Collection Methods
- Constituent Roles
- Constituent Types
- Countries
- Departments
- Funds
- Gender
- Name Prefixes
- Payment Methods
- Reasons for cancel, lapse etc.
- Social Media IDs
- Name Titles
- Gift Aid Declaration Methods
- Getting started with GDPR
- Channels
- Creating Purposes
- Consent Statements
- Preference Update Settings
- Connection Types
- Adding Social Media Links to Emails
- Confidential Activities
- Products
- Currency
- Changing the Dashboard Currency Symbol
- Setting Up One Off Letters and Emails
- Acknowledgement Placeholders
- Adding Pictures to Acknowledgements, Documents and Forms
- Setting Up Tags
- Auto Tagging
- Adding Items to the Getting Started List
- Setting the Date Your Year Starts
- Flagging Donations as Recurring Gifts
Loqate
Loqate provides address lookup to capture accurate address data to ensure data quality in your Donorfy. Loqate can be easily added to Web Widgets, Donorfy Campaign Pages and the Donorfy Constituent form.
Security and User Management
Keeping your Donorfy safe and secure
Stripe
Stripe allows your donors to securely give one-off and recurring gifts using credit/debit cards via the Donorfy Campaign Donation Pages and Donorfy Donation and Membership Forms (Essentials and Professional plan) and Donorfy Web Widgets (Professional plan only).
- Payment via Stripe - Overview
- Connecting to Stripe
- Creating a Stripe Payment Card Donations Web Widget
- Using reCaptcha with your Stripe Web Widgets
- Stripe Email Receipts
- Disconnecting from Stripe
- Stripe Error Messages
- Strong Customer Authentication (SCA) - news update and ways to minimise the number of declined transactions
- Stripe PCI Validation
- Updating Your Web Widgets to Use Strong Customer Authentication (SCA)
- Changing your linked Stripe account
GoCardless
GoCardless allows you to benefit from the great fees and low failure rates of Direct Debit, without the operational complexity associated with traditional providers. Donorfy Web Widgets provide sign up to recurring gifts to be collected effortlessly by GoCardless. (Professional Plan only).
- How to Setup and Take Donations using GoCardless
- Connecting to GoCardless
- Creating a GoCardless Web Widget
- Disconnecting from GoCardless
- Using Your Own Notifications for GoCardless Direct Debits
- Example GoCardless Notifications
- Moving GoCardless Subscription Plans (or GoCardless payments from another source) to Donorfy Recurring Payment Instructions