02. Live Training

Configuring Donorfy

Next Session: TBC. To book on this course, click 'Get This Course', then 'Start or Resume Course', find the session you want to sign up for, then click Register.

Click 'Start Course' and find the session to register.
To make sure you are sent the joining details, please ensure you register no later than 48 hours before the session date. We can't guarantee you will receive the joining details if you register any later than this.

Grow your Donorfy knowledge with Donorfy Training: Configuring Donorfy.

During this 2.5-hour session, you will learn how to configure your constituent and financial Donorfy settings. You will also have the opportunity to practice for yourself within our training environment. Whether you are new to Donorfy, or simply need to refresh your knowledge, this course is for you.

Before starting this course, if you are new to Donorfy we recommend taking our Donorfy Training: Fundamentals I and Fundamentals II training courses.

This course will cover:

- Explore the various Constituent Types and how to create new ones
- Learn how to capture more information about your constituents by creating new address Areas and Regions - Create Connection Types as well as configure Titles, Gender and Prefixes
- Learn how to configure your Channel and Purposes settings to ensure you are GDPR compliant
- Learn how to create new Tags and Tag Categories
- Learn how to build Activities
- Explore the various types of data you can capture within your Tags and Activities
- Learn how to configure your financial settings within Donorfy
- Discover which integrations Donorfy has to offer, as well as learning how to set these up
  • Configuring Donorfy
Completion rules
  • All units must be completed