Course
START HERE - Welcome! (001)
01. Beginner Courses
START HERE - Welcome! (001)
Welcome to Donorfy Academy! Learn how to use it and see what courses we have to kickstart your Donorfy journey.
Fundamentals I (002)
01. Beginner Courses
Fundamentals I (002)
Kick-start your new CRM knowledge. Whether you're new to Donorfy, or simply need to refresh your knowledge, this course is for you. At the end of the course you can test your knowledge and gain your course certification. YOU'LL LEARN: • The...
Fundamentals II (003)
01. Beginner Courses
Fundamentals II (003)
Grow your Donorfy knowledge. Find out about Tags, Activities, Transactions and more in this Beginner Course. At the end of the course you can test your knowledge and gain your course certification. YOU'LL LEARN: • Tags & Activities • Sending...
Adding a Donation
04. Constituents
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Timeline
Adding a Donation
This course will teach you how to add single transactions onto Donorfy. It will then show you how to thank your donor by either sending an email or letter using Donorfy. Finally, it takes a look at the donors timeline to view a record of this...
Adding Constituents
04. Constituents
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Profile
Adding Constituents
This course is designed for new Donorfy users to understand how to add a new Constituent to the CRM. The course covers: What is a Donorfy Constituent? Adding an Individual Adding a Group The Preference Centre This course is a must for anyone...
Certification: Configuration
14. Extra Resources
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Certifications
Certification: Configuration
This certification is designed for charity project managers who are managing onboarding Donorfy at their charity, or are the in-house champions of the CRM. This certification is a follow-up to the Configuration in-person training. This...
Certification: Donorfy Forms
14. Extra Resources
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Certifications
Certification: Donorfy Forms
The test will cover form branding and form elements within the designer section when you build a form. This test will cover: - Financial settings with a form - Gift Aid declarations - Branding - Adding copy and headers to a form -...
Certification: Fundamentals II
14. Extra Resources
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Certifications
Certification: Fundamentals II
Take the Fundamentals II Certification to test your knowledge. This certification is a follow-up to the Fundamentals II in-person training. This certification will cover: - Tag & Activities - Transactions - Timeline - Selecting...
Certification: Opportunities
14. Extra Resources
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Certifications
Certification: Opportunities
This certification covers the Opportunities features in Donorfy. The test will cover: - Creating Stages - Opportunity Types - Funding Preferences & Locations - Opportunity timeline - Viewing Opportunities & Prospects - Pledges -...
Challenge Events in Donorfy
07. Campaigns
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Events
Challenge Events in Donorfy
Mass participation events raise millions of pounds for charity every year. Using the London Marathon Campaign as an example, we look at some of the features in Donorfy you can use to manage a challenge event. This course looks at: - Finding...

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