| Course | |||||
|---|---|---|---|---|---|
 | Beginner Donorfy / Beginner I Welcome to Donorfy Academy! Learn how to use it and see what courses we have to kickstart your Donorfy journey. | ||||
 | Beginner Donorfy / Beginner I 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.... | ||||
 | Beginner Donorfy / Beginner I 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... | ||||
 | Beginner Donorfy / Beginner I 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... | ||||
 | Beginner Donorfy / Beginner I 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... | ||||
 | Beginner Donorfy / Beginner III 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 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 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 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 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... |
