Donorfy Training: Configuration

About this course

Grow your Donorfy knowledge with Donorfy Training: Configuring Donorfy.

During this 3-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.

Prerequisites

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

Next Course: August 24th, 9:30am- 12:30pm

Course Delivery: Live Group Training by webinar

Price: £195 (+VAT) or sign up to our unlimited Donorfy Training Bundle

 

This course will cover:

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Explore the various Constituent Types and how to create new ones

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Learn how to capture more information about your constituents by creating new address Areas and Regions

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Create Connection Types as well as configure Titles, Gender and Prefixes

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Learn how to configure your Channel and Purposes settings to ensure you are GDPR compliant

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Learn how to create new Tags and Tag Categories

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Learn how to build Activities

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Explore the various types of data you can capture within your Tags and Activities

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Learn how to configure your financial settings within Donorfy

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Discover which integrations Donorfy has to offer, as well as learning how to set these up

“It’s been a pleasure to work with DonorCare, and the impact your support will have will be far reaching. The move for us to a better, more efficient system, will cut costs, save time and help us raise more income to help people affected by homelessness in our community. So thank you!”

Amy Hinks
Booth Centre

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Contact DonorCare

To sign up for this course, fill in the form below – specifying the course title in the ‘How can we help?’ section.