Zeffy Help Center
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About Zeffy
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 How to get started on Zeffy Which Countries and Regions Can Nonprofits Use Zeffy In? 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
🇦🇺 Australian Account Verification
🇮🇪 Ireland Stripe Verification
Account Management
Accessing your account
Managing your account
Campaign Management
Creating your first campaign and choosing the right one
Donations
Donation Campaigns
Setting Up a Donation Campaign Configuring your campaign: thermometer and public donor lists Set suggested donation amounts and custom amount options Use Fund Designation to Categorize Donations and Let Donors Choose a Fund Move a donation to another form How to Make an Anonymous Donation Enable In Honour/In Memory of donations on your donation campaign Set up monthly recurring donations Why donors see different suggested donation amounts
Peer-to-Peer Campaigns
Auctions
Events, raffles, memberships & online stores
Campaign Configuration & Appearance
Sharing & promoting your campaign
Editing, cloning or ending a campaign
Reporting & Data Exports
Export or download all payments or tickets associated with a specific form View and download a report with answers to custom questions Export a list of all generated tax receipts Print out tickets or printing out reports off the platform Reports and exporting data
Contact Management & Emailing
Getting Started with Zeffy's CRM
Import & Migrate Data
Organise & Manage Your Contacts
Grow Your Contact List
Set Up Email Sending
Build & Send Your Emails
Measure Email Performance
Donor Mail
Finances, Payments & Payouts
Bank Account
Payouts
Transaction Management
Payment methods and statuses
Refunds and Cancellations
Tax receipts
SwiftAid
Integrations & API
Integrating Zeffy with other softwares How can I integrate Zeffy with Google Analytics? Set-up UTM parameters & source tracking How to Redirect Donors to a Custom Thank You Page Use Meta Pixel with Zeffy campaigns Connect Zeffy to Quickbooks Online Integrating Zeffy with Zapier How to use Zapier's Formatter to separate data fields Using the Zeffy AI Assistant in ChatGPT Get Started With the Zeffy API
Tap-to-Pay App
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 Tap to Pay: Collect donor or buyer information Log a cash / offline payment in the Tap to Pay app
Zeffy for Donors / Individuals
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
Legal
Data Privacy
Account Security
Donations

Donation Campaigns

Setting Up a Donation Campaign

Configuring your campaign: thermometer and public donor lists

Set suggested donation amounts and custom amount options

Use Fund Designation to Categorize Donations and Let Donors Choose a Fund

Move a donation to another form

How to Make an Anonymous Donation

Enable In Honour/In Memory of donations on your donation campaign

Set up monthly recurring donations

Why donors see different suggested donation amounts