Get up and running with Donorfy in 5 sessions with

Donorfy Onboarding

£800

If you’re looking to set up Donorfy by yourself, but want some extra ‘coaching’ and help to guide you through, then Onboarding is the perfect, affordable solution for your charity.

Hi, I’m Chloe…

We’ve been working with charities to help them get more from their data since 2015. I’ve worked with Donorfy since 2019, first as part of the team and now as a certified Donorfy Partner and work in the Donorfy Onboarding team.

I’ve worked with many charities to get them up and running with Donorfy and am here to make the journey as smooth as possible for you.

What is Onboarding?

5 sessions with a Donorfy expert to help you get up and running on the system. Together we’ll go through:

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

Want to get started with Donorfy Onboarding?

Want to do Onboarding specifically with Chloe?

Contact Chloe

Book Onboarding with any of the brilliant Donorfy Onboarding team.

Book onboarding

Featured

Groundswell

Core Insights were really helpful and took the time to carefully explain things and find solutions to any problems we were having. Really glad we chose the Onboarding option for our charity. We only have 2 fundraisers, and as a small team needed the extra guidance and help that Onboarding provided. I'd definitely recommend it, and it was great value for money for the support on offer.

-Jennie Payne, Fundraising Manager, Groundswell

Air Ambulances Trust

Chloe was excellent at virtually holding our hands throughout the whole process of Donorfy Onboarding, answering any questions we had, supporting us with the journey and being patient when we needed to recap things! I would thoroughly recommend the Donorfy Onboarding service to anyone who is switching to Donorfy - it gives you the confidence and knowledge to launch a new system.

-Emma Carter, Air Ambulances Trust

Off The Fence

Chloe Parker as our onboarder and the Donorfy Support team have been a delightful introduction (in every sense!) to Donorfy. Patient, well resourced and great communicators, they have made the transition to Donorfy a smooth one. We can already see many ways of streamlining our operation as a result. Thoroughly recommended.

-Roy Stannard FRSA, Head of Income Generation and Comms, Off The Fence Trust

SAVE Britain's Heritage

I thought the Donorfy onboarding sessions were really helpful and thorough. Despite having a good understanding of how the CRM worked, it was useful to break down what I needed it to do so that initial Word document I filled out really helped.

-Joanna Wright, SAVE Britain’s Heritage