| Course | |||||
|---|---|---|---|---|---|
 | 01. Beginner Courses Welcome to Donorfy Academy! Learn how to use it and see what courses we have to kickstart your Donorfy journey. | ||||
 | 01. Beginner Courses Donorfy is specialist CRM software built by and for third sector experts. It’s your centralised hub for all supporter information. Donorfy is smart, secure, easy to use, and integrated with all the apps you love and use every day.
Hear from... | ||||
 | 01. Beginner Courses 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... | ||||
 | 01. Beginner Courses Not done Fundamentals I yet? Best to complete that first: https://academy.donorfy.com/catalog/info/id:327
Grow your Donorfy knowledge. Find out about Tags, Activities, Transactions and more in this Beginner Course. At the end of the course you... | ||||
 | 04. Constituents / Timeline 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... | ||||
 | 04. Constituents / Profile 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... | ||||
 | 14. Extra Resources / Certifications 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... | ||||
 | 14. Extra Resources / Certifications 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
-... | ||||
 | 14. Extra Resources / Certifications 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... | ||||
 | 14. Extra Resources / Certifications 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
-... |
