Familiarisation (2-3 hours)
A general overview of Donorfy covering all the main concepts, features and integrations to help managers understand the scope of the initial implementation and future phases.
General CRM / contact management training (2 hours)
A training session for people who will be using Donorfy to manage and maintain contact information.
- Adding and searching for constituents
- Activities – meetings, phone calls etc
- Send To Donorfy (sending emails that update the timeline)
- Merging duplicates
Admin (4-5 hours)
A session for Donorfy Admins that will enable them to understand how Donorfy can be configured to meet the needs of their organisation.
- Querying and reporting with Lists
- Custom fields on Tags and Activities
- Using external reporting tools
- Fundraising admin – Campaigns
- Finance admin – coding structures etc
Comms (2 hours)
For people who need to produce and track communications.
- Constituent comms preferences
- Lists, including List overrides
- Integration with MailChimp
Individual giving (2 hours)
For people involved with securing support from the ‘mass market’.
- Segmenting the database.
- Setting up a donation page
- Selections for mailings
Fundraising from major funders (2-3 hours)
For fundraisers and managers working with major funders such as Trusts, Major Donors and Corporates.
- Prospect research for Trusts, Major Donors, Corporates etc
- Managing Opportunities and tracking pipeline
Community Fundraising (2 hours)
For fundraisers involved in managing volunteers and raising funds from events.
- Challenge events, including integration with JustGiving
- Eventbrite integration
Finance (2-3 hours)
- Overview of concepts and coding structures
- Gift entry – single and batch
- Global defaults
- Acknowledgement text
- Acknowledging gifts (thank you letters and emails)
- In bulk
- On entry
- Gift Aid
- Recurring gifts
- Cards via the Stripe widget / donation page
- Direct Debits via the GoCardless widget
- Direct Debits via a third-party provider
- Standing Orders
- Exporting to accounting system