An Activity is a type of Timeline entry in Donorfy. It is used to represent the various interactions that you have with Constituents.
Activity Types
a phone call, in or outbound.
a letter received or sent.
a meeting.
a request for a fundraising pack,etc.
Activity Types can be set up in Settings.
To add an Activity
Click Add button and choose Activity.
Find the Constituent on whose Timeline you want to add this Activity (you won't need to do this if you are doing this from within a Constituent record).
The date will default to the current date.
Select an Activity type from the dropdown.
Select the Campaign (optional).
Enter any notes about this Activity.
Click Save Changes.
Reference fields in an Activity
Reference Fields have been added to allow for information to be held on an activity regarding third party integrations for example the eventbrite integration.
These fields are populated by the integration process that adds the activities to the timelines and as such do not need to be uploaded using the import template.
There are some Activity Types that are used by some Donorfy Processes so it is suggested that you do not remove or rename the following Activity Types:
Communication Preference Confirmation.
Send to Donorfy.
Gift Aid Declaration.
Email Inbound.
Email Outbound.
Record Merged.
Subscribed to list.
Unsubscribe from List.
Eventbrite Order.
Eventbrite Attendee.
Data Cleaned.
Notes.
Fundraising Page Created.
Payment Collection Info.
Some of these will only be used if you are using certain integrations.