Zeffy Help Center

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What Is Zeffy?Zeffy Really Is Free: No Fees. No Catch.Why Organizations Trust Zeffy How to Talk to Your Donors About Zeffy

Getting Started With Zeffy

Exploring Zeffy: Where to Begin Getting Started: Setting Up Your Zeffy Account Is My Organization Eligible to Use Zeffy?Register for Zeffy's Weekly Demo Test the Platform: Run Payment Tests and Test Confirmation Emails The Zeffy Referral Program

Stripe Account & Identity Verification

Stripe Verification Overview What Is Stripe? Verification FAQ Connecting an Existing Stripe Account to Zeffy

Identity & Document Verification

🇺🇸 US Stripe Verification

🇨🇦 Canadian Stripe Verification

🇬🇧 UK Stripe Verification

Account Management

Accessing your account

Managing your account

Campaign Management

General Form Configuration

Ticket and Item Configuration

Peer-to-Peer Campaigns

CRM/Contact Management

Campaign communications

Campaign communications: Schedule emails before and after your campaigns

Importing contacts

Lists & filters

Transaction Management

Payment methods and statuses

Refunds and Cancellations

Data Management

Data Integrations

App: Setting Up Zeffy Tap to Pay Troubleshooting the Tap to Pay App (iOS)Troubleshooting the Tap to Pay App (Android)Accept In-Person Payments With a Card Reader or a QR Code

Zeffy for Donors

My Zeffy Donor Account

Making a Payment

Confirmation Emails & Receipts

Payment Management

How to Edit Your Peer-to-Peer Team or Participant Fundraising Page

Legal, Data Privacy & Security

Account Security

CRM/Contact Management

Campaign communications

Campaign communications: Schedule emails before and after your campaigns