# Zeffy Help Center ## About Zeffy - [What Is Zeffy?]: https://support.zeffy.com/what-is-zeffy-t8qzy.md - [Zeffy Really Is Free: No Fees. No Catch.]: https://support.zeffy.com/zeffy-really-is-free-no-fees-no-catch-4zjir.md - [Why Organizations Trust Zeffy]: https://support.zeffy.com/why-organizations-trust-zeffy-vllhb.md - [How to Talk to Your Donors About Zeffy]: https://support.zeffy.com/how-to-talk-to-your-donors-about-zeffy-04gaw.md ## Getting Started With Zeffy - [Exploring Zeffy: Where to Begin]: https://support.zeffy.com/exploring-and-learning-more-about-zeffy-8f3b0.md - [How to get started on Zeffy]: https://support.zeffy.com/how-to-get-started-on-zeffy-7j9hz.md - [Which Countries and Regions Can Nonprofits Use Zeffy In?]: https://support.zeffy.com/which-countries-and-regions-can-nonprofits-use-zeffy-in-r7gpt.md - [Is my organization eligible to use Zeffy?]: https://support.zeffy.com/is-my-organization-eligible-to-use-zeffy-8m24r.md - [Register for Zeffy's Weekly Demo]: https://support.zeffy.com/register-for-zeffys-weekly-demo-c2pzw.md - [Test the Platform: Run Payment Tests and Test Confirmation Emails]: https://support.zeffy.com/test-the-platform-run-payment-tests-and-test-confirmation-emails-wuu20.md - [The Zeffy Referral Program]: https://support.zeffy.com/the-zeffy-referral-program-atayi.md ## Stripe Account & Identity Verification - [Stripe Verification Overview]: https://support.zeffy.com/stripe-verification-overview-wam4n.md - [What Is Stripe? Verification FAQ]: https://support.zeffy.com/what-is-stripe-verification-faq-f1fsz.md - [Connecting an Existing Stripe Account to Zeffy]: https://support.zeffy.com/connecting-an-existing-stripe-account-to-zeffy-7hz27.md ### Identity & Document Verification - [ID Verification: Requirements, Setup, and Troubleshooting]: https://support.zeffy.com/id-verification-requirements-setup-and-troubleshooting-zybht.md - [Why do I need to provide my personal information to fundraise with Zeffy?]: https://support.zeffy.com/why-do-i-need-to-provide-my-personal-information-to-fundraise-with-zeffy-gf94u.md - [Updating the Legal Representative on Your Stripe Verification]: https://support.zeffy.com/updating-the-legal-representative-on-your-stripe-verification-2dkuu.md ### ๐Ÿ‡บ๐Ÿ‡ธ US Stripe Verification - [Complete Your US Stripe Verification]: https://support.zeffy.com/complete-your-us-stripe-verification-3zy36.md - [Fiscal Sponsorships on Zeffy: US accounts]: https://support.zeffy.com/fiscal-sponsorships-on-zeffy-us-accounts-hkban.md - [Troubleshooting EIN Verification Issues]: https://support.zeffy.com/troubleshooting-ein-verification-issues-5r0bf.md ### ๐Ÿ‡จ๐Ÿ‡ฆ Canadian Stripe Verification - [Complete Your Canadian Stripe Verification]: https://support.zeffy.com/complete-your-canadian-stripe-verification-l38fo.md - [Business Registration & Directorship Verification (Canada)]: https://support.zeffy.com/business-registration-directorship-verification-canada-oryy3.md ### ๐Ÿ‡ฌ๐Ÿ‡ง UK Stripe Verification - [Complete Your UK Stripe Verification]: https://support.zeffy.com/complete-your-uk-stripe-verification-soc2y.md - [New Stripe Verification Requirements for UK and European Accounts]: https://support.zeffy.com/new-stripe-verification-requirements-for-uk-and-european-accounts-skdxs.md ### ๐Ÿ‡ฆ๐Ÿ‡บ Australian Account Verification - [๐Ÿ‡ฆ๐Ÿ‡บ Australian Stripe verification]: https://support.zeffy.com/australian-stripe-verification-pe1xn.md ### ๐Ÿ‡ฎ๐Ÿ‡ช Ireland Stripe Verification - [๐Ÿ‡ฎ๐Ÿ‡ช Irish Stripe verification]: https://support.zeffy.com/irish-stripe-verification-xy6go.md ## Account Management ### Accessing your account - [How to reset your password]: https://support.zeffy.com/how-to-reset-your-password-5koc5.md - [Troubleshooting login and account access issues]: https://support.zeffy.com/troubleshooting-login-and-account-access-issues-2payj.md - [Change your login email or method]: https://support.zeffy.com/change-your-login-email-or-method-fl2iu.md - [Switch between organization or donor profiles]: https://support.zeffy.com/switch-between-organization-or-donor-profiles-oms08.md ### Managing your account - [How can I update my organization information?]: https://support.zeffy.com/how-can-i-update-my-organization-information-4whtl.md - [Set your "Doing Business As" (DBA) name]: https://support.zeffy.com/set-your-doing-business-as-dba-name-qtb2n.md - [User Roles, Permissions, and Account Ownership Transfers]: https://support.zeffy.com/user-roles-permissions-and-account-ownership-transfers-idrmf.md - [How to delete or deactivate a Zeffy account]: https://support.zeffy.com/how-to-delete-or-deactivate-a-zeffy-account-4ddvt.md - [Recovering Access to Your Zeffy Account if Your Admin Has Left]: https://support.zeffy.com/recovering-access-to-your-zeffy-account-if-your-admin-has-left-oogck.md - [Stay up to date on Zeffy's technical issues and platform status]: https://support.zeffy.com/stay-up-to-date-on-zeffys-technical-issues-and-platform-status-8lymf.md ## Campaign Management - [Creating your first campaign and choosing the right one]: https://support.zeffy.com/creating-your-first-campaign-and-choosing-the-right-one-r426m.md ### Donations #### Donation Campaigns - [Setting Up a Donation Campaign]: https://support.zeffy.com/setting-up-a-donation-campaign-93r4w.md - [Configuring your campaign: thermometer and public donor lists]: https://support.zeffy.com/configuring-your-campaign-thermometer-and-public-donor-lists-gb7w0.md - [Set suggested donation amounts and custom amount options]: https://support.zeffy.com/set-suggested-donation-amounts-and-custom-amount-options-3dnzs.md - [Use Fund Designation to Categorize Donations and Let Donors Choose a Fund]: https://support.zeffy.com/use-fund-designation-to-categorize-donations-and-let-donors-choose-a-fund-cn0b8.md - [Move a donation to another form]: https://support.zeffy.com/move-a-donation-to-another-form-opyoz.md - [How to Make an Anonymous Donation]: https://support.zeffy.com/how-to-make-an-anonymous-donation-4q85u.md - [Enable In Honour/In Memory of donations on your donation campaign]: https://support.zeffy.com/enable-in-honour-in-memory-of-donations-on-your-donation-campaign-0lrs9.md - [Set up monthly recurring donations]: https://support.zeffy.com/set-up-monthly-recurring-donations-qzia5.md - [Why donors see different suggested donation amounts]: https://support.zeffy.com/why-donors-see-different-suggested-donation-amounts-khdax.md #### Peer-to-Peer Campaigns - [Set up a peer-to-peer campaign]: https://support.zeffy.com/set-up-a-peer-to-peer-campaign-i4ipz.md - [Create Preset Teams and Participant Pages While Disabling Public Peer-to-Peer Signup]: https://support.zeffy.com/create-preset-teams-and-participant-pages-while-disabling-public-peer-to-peer-signup-i96gp.md - [How to Set Up Peer-to-Peer Fundraising - A Guide for Schools]: https://support.zeffy.com/how-to-set-up-peer-to-peer-fundraising-a-guide-for-schools-7f5rt.md - [Can I manually increase a thermometer amount?]: https://support.zeffy.com/can-i-manually-increase-a-thermometer-amount-0fgex.md - [How can I email my peer-to-peer fundraisers?]: https://support.zeffy.com/how-can-i-email-my-peer-to-peer-fundraisers-pd2hh.md - [How can I export a list of my P2P fundraisers and teams?]: https://support.zeffy.com/how-can-i-export-a-list-of-my-p2p-fundraisers-and-teams-8j2d1.md - [Delete or edit a team or participant page from a peer-to-peer campaign]: https://support.zeffy.com/delete-or-edit-a-team-or-participant-page-from-a-peer-to-peer-campaign-sbq3c.md ### Auctions - [Creating and configuring an auction page on Zeffy]: https://support.zeffy.com/creating-and-configuring-an-auction-page-on-zeffy-34c0g.md - [What to do if a bidder needs to change their payment method]: https://support.zeffy.com/can-i-change-my-b-52siy.md - [Can I cancel/delete a bid?]: https://support.zeffy.com/can-i-cancel-delete-a-bid-0vwfk.md - [How to cancel an ongoing auction]: https://support.zeffy.com/how-to-cancel-an-auction-z2a11.md - [How to handle in-person auction payments]: https://support.zeffy.com/how-to-handle-in-person-auction-payments-9gei1.md - [Enabling cash/offline bids on your auction form]: https://support.zeffy.com/enabling-cash-offline-bids-on-your-auction-form-1zl1r.md - [Edit the emails sent to winners or bidders who did not win once your auction ends]: https://support.zeffy.com/edit-the-emails-sent-to-winners-or-bidders-who-did-not-win-once-your-auction-ends-8yhjo.md - [Understanding when and how auction winners are charged for their bids]: https://support.zeffy.com/understanding-when-and-how-auction-winners-are-charged-for-their-bids-i0syf.md - [Do bidders have to enter their payment information every time they make a bid?]: https://support.zeffy.com/do-bidders-have-to-enter-their-payment-information-every-time-they-make-a-bid-nmbbi.md - [Can I set a start date for my online auction?]: https://support.zeffy.com/can-i-set-a-start-date-for-my-online-auction-z6t1n.md - [Tracking bids, payments, and item winners on your auction form]: https://support.zeffy.com/tracking-bids-payments-and-item-winners-on-your-auction-form-1edp8.md - [How can I charge my bidder if their auction payment fails?]: https://support.zeffy.com/how-can-i-charge-my-bidder-if-their-auction-payment-fails-jfyk5.md - [How to add items to your auction]: https://support.zeffy.com/how-can-i-add-items-to-my-auction-qyzws.md - [Can I turn off auction bidder names being shown publicly?]: https://support.zeffy.com/can-i-turn-off-auction-bidder-names-being-shown-publicly-xy2zx.md - [How anti-sniping works in Zeffy auctions]: https://support.zeffy.com/how-anti-sniping-works-in-zeffy-auctions-2970x.md - [How auto-bidding works in Zeffy auctions]: https://support.zeffy.com/how-auto-bidding-works-in-zeffy-auctions-p12rs.md ### Events, raffles, memberships & online stores #### General ticket & item configuration - [Offer different ticket tiers and rates]: https://support.zeffy.com/offer-different-ticket-tiers-and-rates-mbcue.md - [Creating "Pay What You Can" (PWYC) or Sliding Scale Pricing on Zeffy]: https://support.zeffy.com/creating-pay-what-you-can-pwyc-or-sliding-scale-pricing-on-zeffy-8mdbe.md - [Creating discount, coupon or promo codes]: https://support.zeffy.com/how-do-i-add-discount-codes-7usr2.md - [How can I limit my sales or set a maximum number of sales?]: https://support.zeffy.com/how-can-i-limit-my-sales-or-set-a-maximum-number-of-sales-upxtd.md - [How are e-tickets generated on Zeffy?]: https://support.zeffy.com/how-are-e-tickets-generated-on-zeffy-l54s1.md - [Why a form states it is full and how to make more tickets available]: https://support.zeffy.com/why-a-form-states-it-is-full-and-how-to-make-more-tickets-available-8rt7f.md - [Create group tickets or ticket bundles]: https://support.zeffy.com/create-group-tickets-or-ticket-bundles-cqezb.md - [Obtain all event attendee names when multiple tickets are purchased]: https://support.zeffy.com/how-to-ask-the-names-of-all-attendees-when-multiple-tickets-are-bought-qjy33.md - [Host a free event and create free tickets to an event]: https://support.zeffy.com/host-a-free-event-and-create-free-tickets-to-an-event-hbgud.md - [Why a form states it is โ€œclosedโ€ and how to reopen sales]: https://support.zeffy.com/why-does-my-form-say-it-is-closed-hvcd3.md - [How to update names of my event guests after their purchase]: https://support.zeffy.com/how-to-update-names-of-my-event-guests-after-their-purchase-lttjv.md - [How to set an automatic sales open and close date or close ticket sales manually]: https://support.zeffy.com/how-to-set-an-automatic-sales-open-and-close-date-or-close-ticket-sales-manually-m0ieh.md - [Add taxes to ticket price or store items]: https://support.zeffy.com/how-can-i-add-taxes-to-my-ticket-items-epdqq.md - [Add early bird tickets or a waitlist to an event]: https://support.zeffy.com/add-early-bird-tickets-or-a-waitlist-to-an-event-l8rp6.md - [Can a ticket be forced in all purchases?]: https://support.zeffy.com/can-a-ticket-be-forced-in-all-purchases-kzrnz.md - [Can I hide certain tickets on my Zeffy form?]: https://support.zeffy.com/can-i-hide-tickets-in-zeffy-ol1b9.md - [Additional donations on event forms]: https://support.zeffy.com/additional-donations-on-event-forms-iq1ik.md - [Create categories so buyers can sort your tickets and items]: https://support.zeffy.com/create-categories-so-buyers-can-sort-your-tickets-and-items-uu4fr.md - [Deleting or archiving a ticket rate or item]: https://support.zeffy.com/deleting-or-archiving-a-ticket-rate-or-item-wleo4.md #### Events - [An Overview of Zeffy's Event Feature]: https://support.zeffy.com/an-overview-of-zeffys-event-feature-j6ymd.md - [Configuring an Event Campaign on Zeffy]: https://support.zeffy.com/configuring-an-event-campaign-on-zeffy-rd9ar.md - [Setting up an event with multiple dates and times]: https://support.zeffy.com/setting-up-an-event-with-multiple-dates-and-times-h4jnl.md - [Editing and scheduling a reminder email]: https://support.zeffy.com/editing-and-scheduling-a-reminder-email-3egjl.md - [Checking-in guests the day of your event: scan their e-ticket or check them in manually using the check-in manager]: https://support.zeffy.com/checking-in-guests-the-day-of-your-event-scan-their-e-ticket-or-check-them-in-manually-using-the-check-in-manager-kpd21.md - [Access and download your campaign guest list with answers to questions]: https://support.zeffy.com/access-and-download-your-campaign-guest-list-with-answers-to-questions-04ck6.md - [Why does the Check-in Manager say "N/A"?]: https://support.zeffy.com/why-does-the-check-in-manager-say-na-rti90.md - [How to "unscan" or "uncheck" a guest that was accidentally checked-in]: https://support.zeffy.com/how-to-unscan-or-uncheck-a-guest-that-was-accidentally-checked-in-7ptj9.md - [View how many tickets you have sold so far and how many are remaining]: https://support.zeffy.com/view-how-many-tickets-have-been-sold-9p3ys.md - [Filtering your ticket sales by ticket status and ticket type]: https://support.zeffy.com/filtering-your-ticket-sales-by-ticket-status-and-ticket-type-x8w9b.md - [Attendance reports: download a report after your event to check whose tickets were checked-in or who attended.]: https://support.zeffy.com/attendance-reports-download-a-report-after-your-event-to-check-whose-tickets-were-checked-in-or-who-attended-jl9dd.md - [What to do if your event has been cancelled or rescheduled]: https://support.zeffy.com/what-to-do-if-your-event-has-been-cancelled-or-rescheduled-avup4.md - [How to Retroactively Assign Table Numbers to E-Tickets]: https://support.zeffy.com/how-to-retroactively-assign-table-numbers-to-e-tickets-5empk.md - [Adding a seating chart to your event]: https://support.zeffy.com/adding-a-seating-chart-to-your-event-go5x8.md - [Managing Your Event Time Zone]: https://support.zeffy.com/managing-your-event-time-zone-swcx4.md - [Create and manage a members-only ticket]: https://support.zeffy.com/create-and-manage-a-members-only-ticket-ghc4z.md - [What to do if buyers only received one e-ticket for a multi-ticket purchase]: https://support.zeffy.com/what-to-do-if-buyers-only-received-one-e-ticket-for-a-multi-ticket-purchase-jedhz.md #### Raffles - [Create a captivating online raffle!]: https://support.zeffy.com/create-a-captivating-online-raffle-xvwzk.md - [Create a raffle with more than one prize/ basket]: https://support.zeffy.com/create-a-raffle-with-more-than-one-prize-basket-z1lr1.md - [Is Zeffy a licensed Electronic Raffle System?]: https://support.zeffy.com/is-zeffy-a-licensed-electronic-raffle-system-3j4tt.md - [How to manage a raffle with online and paper/in-person ticket sales]: https://support.zeffy.com/how-to-manage-a-raffle-with-online-and-paper-in-person-ticket-sales-0iqtz.md - [Set up and customize a raffle form]: https://support.zeffy.com/set-up-and-customize-a-raffle-form-lf5kh.md - [Drawing a winner for your raffle]: https://support.zeffy.com/drawing-a-winner-for-your-raffle-uusgb.md - [Configuring a 50/50 Raffle]: https://support.zeffy.com/configuring-a-50-50-raffle-44gcc.md - [Start your tickets at a specific number]: https://support.zeffy.com/start-your-tickets-at-a-specific-number-ya5yv.md #### Online Stores - [Configure your online store]: https://support.zeffy.com/configure-your-online-store-b7nb8.md - [How to add product variants (sizes, colors) and manage inventory]: https://support.zeffy.com/how-to-add-product-variants-sizes-colors-and-manage-inventory-ggsyq.md - [Adding images to items in your online-store / e-commerce form]: https://support.zeffy.com/adding-images-to-items-in-your-online-store-e-commerce-form-e6h95.md - [Set up shipping and pick-up for your online store]: https://support.zeffy.com/set-up-shipping-and-pick-up-for-your-online-store-gp9zm.md - [How to Sell Digital Products/Downloads]: https://support.zeffy.com/how-to-sell-digital-products-downloads-7mnzx.md - [Delete or hide an online store item]: https://support.zeffy.com/delete-or-hide-an-online-store-item-20gv0.md #### Memberships - [Creating and configuring your membership form]: https://support.zeffy.com/creating-and-configuring-your-membership-form-gl612.md - [Everything there is to know about monthly or yearly membership renewals]: https://support.zeffy.com/everything-there-is-to-know-about-monthly-or-yearly-membership-renewals-0mq78.md - [How to Offer Member-Specific Discounts on Zeffy]: https://support.zeffy.com/how-to-offer-member-specific-discounts-on-zeffy-4b70e.md - [Generating membership cards]: https://support.zeffy.com/generating-membership-cards-mmit3.md - [How to pull a list of current/active members]: https://support.zeffy.com/how-to-pull-a-list-of-current-active-members-kof0q.md - [How to handle increasing your membership price?]: https://support.zeffy.com/how-to-handle-increasing-your-membership-price-spvze.md - [Cancelling a membership or stopping its automatic renewal]: https://support.zeffy.com/cancel-automatic-membership-renewal-crbbj.md - [Will auto-renew payments stop if I archive the membership form?]: https://support.zeffy.com/will-auto-renew-payments-stop-if-i-archive-the-membership-form-hildw.md - [What to do if your campaign page or event only allows one purchase at a time]: https://support.zeffy.com/what-to-do-if-your-campaign-page-or-event-only-allows-one-purchase-at-a-time-3ywwo.md ### Campaign Configuration & Appearance #### Appearance & Branding - [A guide to image uploads on Zeffy (Logo, banner and images)]: https://support.zeffy.com/a-guide-to-image-uploads-on-zeffy-logo-banner-and-images-mt87y.md - [How can I change the color of my form?]: https://support.zeffy.com/how-can-i-change-the-color-of-my-form-ntcjr.md - [Adding a video to your campaign]: https://support.zeffy.com/adding-a-video-to-your-campaign-t5o2a.md #### Campaign Settings - [Managing Thank You (Confirmation) Emails]: https://support.zeffy.com/managing-thank-you-confirmation-emails-82kjy.md - [Ask additional custom questions to donors and buyers]: https://support.zeffy.com/ask-additional-custom-questions-to-donors-and-buyers-ms92b.md - [Notifications for new payments]: https://support.zeffy.com/how-do-i-set-up-email-notifications-92aub.md - [Understanding reply-to email addresses in Zeffy confirmation emails]: https://support.zeffy.com/understanding-reply-to-email-addresses-in-zeffy-confirmation-emails-mdqim.md - [How can I translate my form?]: https://support.zeffy.com/how-can-i-translate-my-form-q3rkw.md #### Additional features - [How can I add sponsorship tiers on my Zeffy form?]: https://support.zeffy.com/how-can-i-add-sponsorship-tiers-on-my-zeffy-form-v228t.md - [How to allow people to RSVP on your Zeffy form?]: https://support.zeffy.com/how-to-allow-people-to-rsvp-on-your-zeffy-form-ilsbv.md - [How to process payment instalments on Zeffy?]: https://support.zeffy.com/how-to-process-payment-instalments-on-zeffy-pbiv8.md - [Can I use Zeffy for concession sales?]: https://support.zeffy.com/can-i-use-zeffy-for-concession-sales-7menb.md - [Create a volunteering opportunity and receive volunteer registrations]: https://support.zeffy.com/create-a-volunteering-opportunity-and-receive-volunteer-registrations-3ykgh.md - [How to Add a Waiver to Your Form]: https://support.zeffy.com/how-to-add-a-waiver-to-your-form-l0v94.md ### Sharing & promoting your campaign - [Sharing your Zeffy campaign with your supporters and community]: https://support.zeffy.com/sharing-your-zeffy-campaign-with-your-supporters-and-community-k5z1c.md - [Understanding campaign visibility and privacy]: https://support.zeffy.com/understanding-campaign-visibility-and-privacy-38obv.md #### Campaign Links & Social Sharing - [How to Find Your Campaign's Share Link]: https://support.zeffy.com/how-to-find-your-campaigns-share-link-p6cug.md - [How to Share Your Campaign on Social Media]: https://support.zeffy.com/how-to-share-your-campaign-on-social-media-3c4sj.md - [How to customize your campaign URL]: https://support.zeffy.com/how-to-customize-your-campaign-url-7re8y.md #### QR Codes & Print Materials - [Share your form with a QR code]: https://support.zeffy.com/share-your-form-with-a-qr-code-wmdat.md - [Share your campaign on a flyer]: https://support.zeffy.com/share-your-campaign-on-a-flyer-ale0z.md #### Website Embeds & Widgets - [Add a button to a website to share your campaign]: https://support.zeffy.com/add-a-button-to-a-website-to-share-your-campaign-dyh1i.md - [How to embed your Zeffy campaign on your website]: https://support.zeffy.com/how-to-embed-your-zeffy-campaign-on-your-website-km0gv.md - [How to share or embed a translated campaign in a specific language]: https://support.zeffy.com/how-to-share-or-embed-a-translated-campaign-in-a-specific-language-9fs93.md - [Using the Zeffy WordPress Donate Button Plugin]: https://support.zeffy.com/using-the-zeffy-wordpress-donate-button-plugin-714z1.md - [Embed your peer-to-peer campaign, thermometer or leaderboard]: https://support.zeffy.com/embed-your-peer-to-peer-campaign-thermometer-or-leaderboard-fkk09.md #### Website Integration Guides - [How to add your Zeffy campaign to a Squarespace website]: https://support.zeffy.com/how-to-add-your-zeffy-campaign-to-a-squarespace-website-3tmmm.md - [How to add Your Zeffy Campaign to a WordPress Website]: https://support.zeffy.com/how-to-add-your-zeffy-campaign-to-a-wordpress-website-6r6r5.md - [How to add your Zeffy campaign to a Shopify website]: https://support.zeffy.com/how-to-add-your-zeffy-campaign-to-a-shopify-website-2eok3.md - [How to add your Zeffy campaign to a Weebly website]: https://support.zeffy.com/how-to-add-your-zeffy-campaign-to-a-weebly-website-rz7jh.md - [How to add your Zeffy campaign to a GoDaddy website]: https://support.zeffy.com/how-to-add-your-zeffy-campaign-to-a-godaddy-website-t0e8k.md - [How to add your Zeffy campaign to a Wix website]: https://support.zeffy.com/how-to-add-your-zeffy-campaign-to-a-wix-website-pcip1.md - [Using the Zeffy Wix Donate Button App]: https://support.zeffy.com/using-the-zeffy-wix-donate-button-app-myhl1.md #### Organization Landing Pages - [Create an organization landing page]: https://support.zeffy.com/create-an-organization-landing-page-52ot9.md - [Customizing your organization page]: https://support.zeffy.com/customizing-your-organization-page-x3uvl.md - [Can I customize/remove the social media icons on my Zeffy form?]: https://support.zeffy.com/can-i-customize-remove-the-social-media-icons-on-my-zeffy-form-xxqti.md ### Editing, cloning or ending a campaign - [How to Edit or Update Your Campaign ]: https://support.zeffy.com/how-to-edit-or-update-your-campaign-l1wv3.md - [Can I reuse my campaign link and QR code for a new campaign?]: https://support.zeffy.com/can-i-reuse-my-campaign-link-and-qr-code-for-a-new-campaign-yypf0.md - [How can I duplicate or clone my form?]: https://support.zeffy.com/how-can-i-duplicate-my-campaign-from-last-year-h5hc4.md - [How to Recover a Deleted Form]: https://support.zeffy.com/how-to-recover-a-deleted-form-3reqj.md - [How do I delete a form?]: https://support.zeffy.com/how-do-i-delete-a-form-5yzyn.md ## Reporting & Data Exports - [Export or download all payments or tickets associated with a specific form]: https://support.zeffy.com/export-or-download-all-payments-or-tickets-associated-with-a-specific-form-u0tyj.md - [View and download a report with answers to custom questions]: https://support.zeffy.com/view-and-download-a-report-with-answers-to-custom-questions-0yxs5.md - [Export a list of all generated tax receipts]: https://support.zeffy.com/export-a-list-of-all-generated-tax-receipts-xpj0s.md - [Print out tickets or printing out reports off the platform]: https://support.zeffy.com/print-out-tickets-or-printing-out-reports-off-the-platform-1wssk.md - [Reports and exporting data]: https://support.zeffy.com/reports-and-exporting-data-k15ip.md ## Contact Management & Emailing ### Getting Started with Zeffy's CRM - [Getting started with Zeffy's CRM]: https://support.zeffy.com/getting-started-with-zeffys-crm-97cgd.md - [How contacts are created in Zeffy]: https://support.zeffy.com/how-contacts-are-created-in-zeffy-5opxn.md ### Import & Migrate Data - [Import your data into Zeffy]: https://support.zeffy.com/import-your-data-into-zeffy-xfpiq.md - [How imported data will appear in Zeffy]: https://support.zeffy.com/how-imported-data-will-appear-in-zeffy-zp7jz.md - [Importing contacts into Zeffy]: https://support.zeffy.com/importing-contacts-into-zeffy-po19h.md - [Importing historical payments into Zeffy]: https://support.zeffy.com/importing-historical-payments-into-zeffy-9jqar.md - [Importing members and creating membership cards]: https://support.zeffy.com/importing-members-and-creating-membership-cards-slmws.md - [Importing recurring payments and donations]: https://support.zeffy.com/importing-recurring-payments-and-donations-376se.md - [How to delete or undo a data import]: https://support.zeffy.com/how-to-delete-or-undo-a-data-import-b7744.md ### Organise & Manage Your Contacts - [Managing and editing contacts]: https://support.zeffy.com/managing-and-editing-contacts-437tm.md - [Organize contacts into companies and households]: https://support.zeffy.com/organize-contacts-into-companies-and-households-lyswt.md - [Adding notes and reminders to contacts]: https://support.zeffy.com/adding-notes-and-reminders-to-contacts-6imrp.md - [Custom questions and custom contact fields]: https://support.zeffy.com/custom-questions-and-custom-contact-fields-9ai9s.md - [Adding custom properties to contacts]: https://support.zeffy.com/adding-custom-properties-to-contacts-pmjv4.md - [Filtering your contacts]: https://support.zeffy.com/filtering-your-contacts-wd0v8.md - [Creating segments and lists]: https://support.zeffy.com/creating-segments-and-lists-1qg9z.md - [Manage suggested duplicate contacts]: https://support.zeffy.com/manage-suggested-duplicate-contacts-ohd7o.md ### Grow Your Contact List - [Create a newsletter sign-up form]: https://support.zeffy.com/create-a-newsletter-sign-up-form-93zh0.md ### Set Up Email Sending - [Validating or verifying your email address]: https://support.zeffy.com/validating-or-verifying-your-email-address-9y0fd.md - [Customizing your email sender domain]: https://support.zeffy.com/customizing-your-email-sender-domain-hjzl1.md - [Email deliverability: why emails land in spam and how to avoid it]: https://support.zeffy.com/email-deliverability-why-emails-land-in-spam-and-how-to-avoid-it-4t9i0.md ### Build & Send Your Emails - [Sending emails and newsletters through Zeffy]: https://support.zeffy.com/sending-emails-and-newsletters-through-zeffy-455d5.md - [Designing emails with Zeffyโ€™s email builder and templates]: https://support.zeffy.com/designing-emails-with-zeffys-email-builder-and-templates-jt3de.md - [Campaign communications: Schedule emails before and after your campaigns]: https://support.zeffy.com/campaign-communications-schedule-emails-before-and-after-your-campaigns-o4wu8.md - [Share a sent newsletter to social media]: https://support.zeffy.com/share-a-sent-newsletter-to-social-media-6obec.md - [Email templates and snippets]: https://support.zeffy.com/email-templates-and-snippets-2yms7.md ### Measure Email Performance - [Tracking email performance]: https://support.zeffy.com/tracking-email-performance-dfibn.md - [Managing Email Subscriptions and Unsubscriptions in Zeffy]: https://support.zeffy.com/managing-email-subscriptions-and-unsubscriptions-in-zeffy-jnqh6.md ### Donor Mail - [Send Physical Letters to Your Donors Using Zeffy's Donor Mail Feature]: https://support.zeffy.com/send-physical-letters-to-your-donors-using-zeffys-donor-mail-feature-hq95m.md ## Finances, Payments & Payouts ### Bank Account - [How can I edit my bank account information?]: https://support.zeffy.com/how-can-i-edit-my-bank-account-information-l51w4.md - [Connecting multiple bank accounts to Zeffy]: https://support.zeffy.com/connecting-multiple-bank-accounts-to-zeffy-t3oom.md - [Updating Your Bank Statement Descriptor]: https://support.zeffy.com/updating-your-bank-statement-descriptor-nyo3t.md - [Can you connect a savings account for payouts?]: https://support.zeffy.com/can-you-connect-a-savings-account-for-payouts-99lph.md ### Payouts - [Zeffy payouts: Schedules, amounts, and reports]: https://support.zeffy.com/zeffy-payouts-schedules-amounts-and-reports-ajuec.md - [Resolve a Failed Payout and Recover Your Funds]: https://support.zeffy.com/resolve-a-failed-payout-and-recover-your-funds-rvbd9.md - [How to reconcile discrepancies between different Zeffy reports]: https://support.zeffy.com/how-to-reconcile-discrepancies-between-different-zeffy-reports-luo64.md ### Transaction Management - [Manual payment or registration entries to log cash, check or other offline payments]: https://support.zeffy.com/manual-payment-or-registration-entries-to-log-cash-check-or-other-offline-payments-l5e1w.md - [How to create, track, and manage donor pledges]: https://support.zeffy.com/how-to-create-track-and-manage-donor-pledges-5x0n2.md - [How to create, send, and collect invoices]: https://support.zeffy.com/how-to-create-send-and-collect-invoices-4jx88.md - [Delete a manually entered payment]: https://support.zeffy.com/delete-a-manually-entered-payment-zxr5k.md - [Transaction and payment receipts in Zeffy]: https://support.zeffy.com/transaction-and-payment-receipts-in-zeffy-59zve.md - [Update or correct donor information after a payment]: https://support.zeffy.com/update-or-correct-donor-information-after-a-payment-bni8t.md - [How can I add a note to a transaction?]: https://support.zeffy.com/how-can-i-add-a-note-to-a-transaction-ubs5f.md - [Change a ticket type, order, or event date for a buyer]: https://support.zeffy.com/change-a-ticket-type-order-or-event-date-for-a-buyer-8dv2s.md ### Payment methods and statuses - [Supported countries and currencies on Zeffy]: https://support.zeffy.com/supported-countries-and-currencies-q0d8l.md - [Supported Payment methods on Zeffy]: https://support.zeffy.com/supported-payment-methods-on-zeffy-g6fei.md - [Understanding transaction statuses]: https://support.zeffy.com/understanding-transaction-statuses-7762n.md - [Check payments: Enabling check as a payment method]: https://support.zeffy.com/check-payments-enabling-check-as-a-payment-method-ihijy.md - [Integrating Zeffy as a payment processor into an external form]: https://support.zeffy.com/integrating-zeffy-as-a-payment-processor-into-an-external-form-6qu1y.md - [Disputes and Chargebacks]: https://support.zeffy.com/disputes-and-chargebacks-y63dc.md - [Why is buyer information not being requested at checkout?]: https://support.zeffy.com/why-is-buyer-information-not-being-requested-at-checkout-j0o0u.md - ["Processing" payments: Understanding ACH/PAD Payments]: https://support.zeffy.com/processing-payments-understanding-ach-pad-payments-obcch.md - [Payment methods we don't support (yet)]: https://support.zeffy.com/payment-methods-we-dont-support-yet-u58js.md ### Refunds and Cancellations - [Managing Refunds and Ticket Cancellations in Zeffy]: https://support.zeffy.com/issue-refunds-and-manage-cancellations-sfeqf.md - [How to edit, manage or cancel a donorโ€™s recurring payment]: https://support.zeffy.com/how-to-edit-manage-or-cancel-a-donors-recurring-payment-om6o5.md - [Voluntary contribution refunds on Zeffy]: https://support.zeffy.com/voluntary-contribution-refunds-on-zeffy-n9sh9.md ### Tax receipts - [Setting up your account to generate receipts]: https://support.zeffy.com/setting-up-your-account-to-generate-receipts-e2fi1.md - [Your Zeffy Year-End Tax Receipts Guide]: https://support.zeffy.com/your-zeffy-year-end-tax-receipts-guide-qpqwe.md - [Are Zeffy's tax receipts compliant with national government authority requirements (IRS, CRA, ATO)?]: https://support.zeffy.com/are-zeffys-tax-receipts-compliant-with-national-government-authority-requirements-irs-cra-ato-mv6ue.md - [Automatic tax receipts for donations]: https://support.zeffy.com/automatic-tax-receipts-for-donations-q0amt.md - [Automatic tax receipts for tickets, memberships, and items]: https://support.zeffy.com/automatic-tax-receipts-for-tickets-memberships-and-items-c2e7n.md - [When do monthly donors receive tax receipts?]: https://support.zeffy.com/when-do-monthly-donors-receive-tax-receipts-jcp4m.md - [How can I generate a manual tax receipt?]: https://support.zeffy.com/how-can-i-generate-a-manual-tax-receipt-9374y.md - [Generate a tax receipt for an in kind donation]: https://support.zeffy.com/generate-a-tax-receipt-for-an-in-kind-donation-fvncc.md - [Everything you need to know about advantage amounts]: https://support.zeffy.com/everything-you-need-to-know-about-advantage-amounts-1xz23.md - [Can I customize the receipts issued by Zeffy?]: https://support.zeffy.com/can-i-customize-the-receipts-issued-by-zeffy-8j6pr.md - [Edit the signature on your tax receipt]: https://support.zeffy.com/edit-the-signature-on-your-tax-receipt-vcvya.md - [Edit or cancel a tax receipt]: https://support.zeffy.com/edit-or-cancel-a-tax-receipt-w8chw.md ### SwiftAid - [Connecting Your Zeffy Account to Swiftaid to claim Gift Aid]: https://support.zeffy.com/connecting-your-zeffy-account-to-swiftaid-to-claim-gift-aid-fb966.md - [Troubleshooting Swiftaid Connection Errors]: https://support.zeffy.com/troubleshooting-swiftaid-connection-errors-7u1yv.md ## Integrations & API - [Integrating Zeffy with other softwares]: https://support.zeffy.com/integrating-zeffy-with-other-softwares-74zts.md - [How can I integrate Zeffy with Google Analytics?]: https://support.zeffy.com/how-can-i-integrate-zeffy-with-google-analytics-bo9pn.md - [Set-up UTM parameters & source tracking]: https://support.zeffy.com/utm-tracking-on-zeffy-forms-sbfs5.md - [How to Redirect Donors to a Custom Thank You Page]: https://support.zeffy.com/how-to-redirect-donors-to-a-custom-thank-you-page-9mjy3.md - [Use Meta Pixel with Zeffy campaigns]: https://support.zeffy.com/use-meta-pixel-with-zeffy-campaigns-7domo.md - [Connect Zeffy to Quickbooks Online]: https://support.zeffy.com/connect-zeffy-to-quickbooks-online-dbfsa.md - [Integrating Zeffy with Zapier]: https://support.zeffy.com/integrating-zeffy-with-zapier-88hkb.md - [How to use Zapier's Formatter to separate data fields]: https://support.zeffy.com/how-to-use-zapiers-formatter-to-separate-data-fields-cflx6.md - [Using the Zeffy AI Assistant in ChatGPT]: https://support.zeffy.com/using-zeffys-gpt-to-get-quick-answers-about-your-account-3dst0.md - [Get Started With the Zeffy API]: https://support.zeffy.com/get-started-with-the-zeffy-api-yourg.md ## Tap-to-Pay App - [App: Setting Up Zeffy Tap to Pay]: https://support.zeffy.com/app-setting-up-zeffy-tap-to-pay-ac2zt.md - [Troubleshooting the Tap to Pay App (iOS)]: https://support.zeffy.com/troubleshooting-the-tap-to-pay-app-ios-dzw5u.md - [Troubleshooting the Tap to Pay App (Android)]: https://support.zeffy.com/troubleshooting-the-tap-to-pay-app-android-bqkww.md - [Accept In-Person Payments With a Card Reader or a QR Code]: https://support.zeffy.com/accept-in-person-payments-with-a-card-reader-or-a-qr-code-8n6vm.md - [Tap to Pay: Collect donor or buyer information]: https://support.zeffy.com/tap-to-pay-collect-donor-or-buyer-information-42t7f.md - [Log a cash / offline payment in the Tap to Pay app]: https://support.zeffy.com/log-a-cash-offline-payment-in-the-tap-to-pay-app-1z5e0.md ## Zeffy for Donors / Individuals ### My Zeffy Donor Account - [Activating your Zeffy donor account]: https://support.zeffy.com/activating-your-zeffy-donor-account-czxn4.md - [Deleting your donor account]: https://support.zeffy.com/deleting-your-donor-account-kp935.md - [What does Zeffy do with my personal data?]: https://support.zeffy.com/what-does-zeffy-do-with-my-personal-data-yfojj.md ### Making a Payment - [Making a donation or payment on Zeffy]: https://support.zeffy.com/making-a-donation-or-payment-on-zeffy-mopaq.md - [Paying by bank transfer (ACH/PAD) - how it works]: https://support.zeffy.com/paying-by-bank-transfer-ach-pad-how-it-works-tzl4w.md - [Troubleshooting payment errors - a guide for donors]: https://support.zeffy.com/troubleshooting-payment-errors-a-guide-for-donors-y2mhn.md - [Why am I being asked if I want to claim Gift Aid?]: https://support.zeffy.com/why-am-i-being-asked-if-i-want-to-claim-gift-aid-jo1qz.md - [Managing your auction bids and payment method]: https://support.zeffy.com/managing-your-auction-bids-and-payment-method-5f0tq.md ### Confirmation Emails & Receipts - [Where are my confirmation email, tax receipt, or e-ticket?]: https://support.zeffy.com/where-are-my-confirmation-email-tax-receipt-or-e-ticket-4vfer.md - [Year-End Tax Receipts for Donations Made Through Zeffy]: https://support.zeffy.com/year-end-tax-receipts-for-donations-made-through-zeffy-vevri.md ### Payment Management - [How can I edit or cancel my recurring payment (donation or membership)?]: https://support.zeffy.com/how-can-i-edit-or-cancel-my-recurring-payment-donation-or-membership-2seoj.md - [I need help with my order (ticket, registration, or purchase)]: https://support.zeffy.com/i-need-help-with-my-order-dqhm5.md - [What is the contribution made towards Zeffy? Why was I charged extra?]: https://support.zeffy.com/what-is-the-contribution-made-towards-zeffy-why-was-i-charged-extra-s41ae.md - [There's a charge on my bank statement from Zeffy that I don't recognize.]: https://support.zeffy.com/theres-a-charge-on-my-bank-statement-from-zeffy-that-i-dont-recognize-2vkbe.md - [How to Edit Your Peer-to-Peer Team or Participant Fundraising Page]: https://support.zeffy.com/how-to-edit-your-peer-to-peer-team-or-participant-fundraising-page-fuuk5.md ## Legal, Data Privacy & Security ### Legal - [Privacy Policy]: https://support.zeffy.com/data-privacy-policy-5tndw.md - [Terms and Conditions of Use - NPO]: https://support.zeffy.com/terms-and-conditions-of-use-npo-3pvmw.md - [Terms and Conditions of Use - Users]: https://support.zeffy.com/terms-and-conditions-of-use-users-poi4t.md - [Terms and Conditions of Use - Zeffy Financial Account ]: https://support.zeffy.com/terms-and-conditions-of-use-zeffy-financial-account-n8vch.md - [Terms and Conditions - Zeffy Referral Program]: https://support.zeffy.com/terms-and-conditions-zeffy-referral-program-ecwpu.md - [Terms and Conditions - Zeffy Cash-Back Card Reward Program]: https://support.zeffy.com/terms-and-conditions-zeffy-cash-back-card-reward-program-amqfg.md - [Terms and Conditions - Zeffy Cash-Back Card]: https://support.zeffy.com/terms-and-conditions-zeffy-cash-back-card-vvckl.md ### Data Privacy - [Data Privacy and Security at Zeffy โ€“ Protecting User, Donor and Account Data]: https://support.zeffy.com/data-privacy-and-security-at-zeffy-protecting-user-donor-and-account-data-fou67.md - [Do you contact our donors?]: https://support.zeffy.com/do-you-contact-our-donors-juhwo.md ### Account Security - [Connection from a New Device: Protecting your account if there is unfamiliar login activity]: https://support.zeffy.com/protect-your-account-if-theres-unfamiliar-activity-1dcda.md - [Activating two-factor authentication (2FA) on your account]: https://support.zeffy.com/activating-two-factor-authentication-2fa-on-your-account-zu28x.md - [Countries supported for SMS two-factor authentication (2FA)]: https://support.zeffy.com/countries-supported-for-sms-two-factor-authentication-2fa-9xang.md - [Is 2FA mandatory?]: https://support.zeffy.com/is-2fa-mandatory-w1n7w.md - [Troubleshooting 2FA - codes not working or not received]: https://support.zeffy.com/troubleshooting-2fa-codes-not-working-or-not-received-wn2bx.md - [How to update or change your 2FA phone number]: https://support.zeffy.com/how-to-update-or-change-your-2fa-phone-number-0cisy.md This helpdesk is powered by Ferndesk. 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