Onboarding

Donorfy Onboarding is a level up from DIY implementation where you have online support sessions from the Donorfy team.

For something a little more bespoke you’ll need to hire an expert.

How does it work?

You’ll be invited to five online sessions, lasting 30-90 minutes, where a Donorfy expert will walk you through our donor management CRM and help you set it up.

  • THE BIG PICTURE

    What Donorfy does and how the CRM works

  • CONFIGURATION

    Tag structure, financial coding and preparing to upload/import data

  • DATA MANAGEMENT

    Uploading your data to Donorfy

  • DEEPER DIVE

    Choose two in-depth topics, including: Mailchimp integration · Eventbrite integration · Xero integration · Accounts download · Forms · JustGiving and Facebook · Gift Aid (UK only) · Stripe integration (widgets and Campaign Donation Pages) · API (for developers) · Prospect Research and Opportunities · GoCardless integration · Online Fundraising (DK only)

  • Q&A

    Your chance to ask final questions

Onboarding costs £800 +VAT

Please note: 1-2 people from your organisation can participate in onboarding. You must have an active Donorfy system to get started.

FAQs

A constituent is a contact (individual) or an association in your icharms database . The quantity of constituents – dynamic or not – is the thing that your charging depends on (for the Professional arrangement).

The number of constituents on which your subscription is based is the maximum number of constituents that were in your icharms during the month in question. We include archived and inactive constituents in that calculation. (Note: there are duplicate merging and bulk deletion tools available in icharms that enable you to manage your constituent count).

No – we presently don’t make a charge for that. The solitary charge you pay is the icharms membership, with no secret expenses.

Do your prices include training?

No. There are free training resources in the support site. If you would like to know the costs for training by a icharms Partner then please get in touch with them

Yes – when you want to upgrade just let us know and we’ll get your subscription set up. All of your data is preserved, and the additional features available under Professional are unlocked.

In the event that you or your advisor need to sign into icharms you either need a functioning 14-day preliminary or a functioning membership. Remember that you will only be charged according to the number of constituents in your icharms.

Before the conclusion of your trial you will need to create a subscription in order to keep using icharms beyond the trial end date. You will only be charged for the number of constituents you have in your icharms account at any one time. Payment will commence from the end of the trial and will include any period of time used for set up or Onboarding as the system is in use at this point.

Installment is by Direct Debit as it were. Charges are gathered on/around fifteenth month for the earlier month’s use, in light of the most extreme number of constituents during the month being referred to. All constituents (regardless of whether dynamic or latent) are remembered for the tally.

No – no installment data is needed for either the free preliminary or for icharms Essentials.

Indeed – We are obliged to gather VAT at the standard rate except if we don’t have to (for example you are an EU association enlisted for VAT in your own country).

Sadly not – to keep administrator expenses and icharms evaluating low we don’t acknowledge some other installment strategy.

It depends. It could cost nothing other than your time on the off chance that you have a modest quantity to transfer. To do this, check the File Upload include in icharms.

Something else, our supported accomplices are available to help you with more perplexing information relocations. The expense will rely upon the intricacy and number of information sources so it’s difficult to offer an authoritative response here. If it’s not too much trouble, get in touch with us and we will allude you to a fitting accomplice, or go ahead and reach them direct.

Indeed – you need a record with icharms-incorporated administrations like MailChimp, Stripe, GoCardless, JustGiving, PCA Predict, etc.

Do you charge for online donations?

No. However the payment gateways Stripe and GoCardless retain their own transaction processing fees.