Online Tools
Your guides for creating online Forms, Campaign Donation Pages and implementing Web Widgets.
Forms
The Donorfy Forms feature allows you to create forms which you can use on your website for a variety of purposes - e.g. to allow people to signup to a list, make a donation and so on, updating Donorfy in the process.
Forms Overview
Example - a Gift Aid opt-in campaign
Form Elements
Creating and Editing Forms
Standalone Forms
Form Appearance
Apple Pay
PayPal
Google Pay & Microsoft Pay
Tracking Codes for Forms
Forms - Google Analytics
Form Submissions, Statistics and History
Updating Form Communication Consent Options
Testing your Donorfy Form
Form Security
Forms Troubleshooting
Form Error Messages
Donorfy Form Error Messages when a supporter clicks Donate or Submit button
Missing a Transaction/data entry from a Donorfy Form?
FAQ: Stepped or Progression view on a Form
FAQ: Notification of completed Form
FAQ: Can I add a required field?
How to add a question to a Donorfy Form
Memberships
To get started with Memberships read through Membership Introduction & Overview and then switch it on as described in the article Allowing Access to Membership. Please note that Memberships require Professional or an Enterprise Plan.
Membership Analytics
Membership Introduction & Overview
Allowing Access to Membership
Setting Up Membership Products
Uploading Memberships & Members
Membership Paid Up To Date
Membership Bulk Cancel
Membership Status Update
Changing Membership Prices
Membership and Members Lists
Creating a Membership Form
Membership - How do I?
Web Widgets Introduction
Implementing Web Widgets on your website
Adding PayPal, Apple Pay and Google Pay to your Web Widgets
Web Widgets Donations and Existing Constituents
Allowing Purposes in Web Widgets
Using Tags with Web Widgets
Automatically Sending Acknowledgements for Online Donations
Allowing Beneficiary Details to be Entered on Web Widgets
Updating Web Widget Communication Consent Options
Disable Apple Pay, Google Pay or PayPal on Web Widgets
Updating Web Widgets to allow for long reCaptcha tokens
Web Widget Troubleshooting
Using Web Widgets with Squarespace