Course
START HERE - Welcome! (001)
Beginner Donorfy
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Beginner I
START HERE - Welcome! (001)
Welcome to Donorfy Academy! Learn how to use it and see what courses we have to kickstart your Donorfy journey.
Sign In To Donorfy (002)
Beginner Donorfy
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Beginner I
Sign In To Donorfy (002)
When you are a new Donorfy user, it’s worth taking the time to understand the home page and how to manage your user profile. If you are System Administrator, it’s also worth understanding how to manage your Organisation’s Donorfy account....
Help Using Donorfy (003)
Beginner Donorfy
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Beginner I
Help Using Donorfy (003)
Need some help straight away with Donorfy? Knowing how to use the Donorfy Academy and Knowledge Base will help you find many of the answers to questions you have about using the software. In addition, understanding what the Donorfy Support...
Adding Constituents (004)
Beginner Donorfy
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Beginner I
Adding Constituents (004)
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...
Connecting & Managing Constituents (005)
Beginner Donorfy
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Beginner I
Connecting & Managing Constituents (005)
Constituents are the heart of your data in the Donorfy CRM. After adding them to your database, you can create both general and very specific connections between your constituents, to ensure there is full visibility of their networks. Another...
Adding a Donation
Beginner Donorfy
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Beginner III
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...
Certification: Configuration
Certification
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
Certification
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: Enthuse
Certification
Certification: Enthuse
Take the Enthuse Certification to test your knowledge. This certification is a follow-up to the Enthuse on-demand video course. This certification will cover: - Setting up the Donorfy & Enthuse Integration - Sending information from...
Certification: Fundamentals I
Certification
Certification: Fundamentals I
Take the Fundamentals I Certification to test your knowledge. This certification is a follow-up to the Fundamentals I in-person training. This certification will cover: - How to get help - Constituent Types - Connections - The...

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