Zeffy Help Center
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About Zeffy
What Is Zeffy?Zeffy Really Is Free: No Fees. No Catch.Why Organizations Trust ZeffyHow to Talk to Your Donors About Zeffy
Getting Started With Zeffy
Exploring Zeffy: Where to BeginHow to get started on ZeffyIs my organization eligible to use Zeffy?Register for Zeffy's Weekly DemoTest the Platform: Run Payment Tests and Test Confirmation EmailsThe Zeffy Referral Program
Stripe Account & Identity Verification
Stripe Verification OverviewWhat Is Stripe? Verification FAQConnecting an Existing Stripe Account to Zeffy
Identity & Document Verification
🇺🇸 US Stripe Verification
🇨🇦 Canadian Stripe Verification
🇬🇧 UK Stripe Verification
🇦🇺 Australian Stripe verification
Account Management
Accessing your account
Managing your account
Campaign Management
Creating your first campaign and choosing the right one
Donations
Auctions
Events, raffles, memberships & online stores
Campaign Configuration & Appearance
Sharing & promoting your campaign
Editing, cloning or ending a campaign
Reporting & Data Exports
Reports and exporting dataExport a list of all generated tax receiptsExport or download all payments or tickets associated with a specific formView and download a report with answers to custom questionsPrint out tickets or printing out reports off the platform
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 softwaresHow can I integrate Zeffy with Google Analytics?Set-up UTM parameters & source trackingHow to Redirect Donors to a Custom Thank You PageUse Meta Pixel with Zeffy campaignsConnect Zeffy to Quickbooks OnlineIntegrating Zeffy with ZapierHow to use Zapier's Formatter to separate data fieldsUsing the Zeffy AI Assistant in ChatGPTGet Started With the Zeffy API
Tap-to-Pay App
App: Setting Up Zeffy Tap to PayTroubleshooting the Tap to Pay App (iOS)Troubleshooting the Tap to Pay App (Android)Accept In-Person Payments With a Card Reader or a QR CodeTap to Pay buyer informationLog 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
All Collections

Campaign Management

Creating your first campaign and choosing the right one

Auctions

Creating and configuring an auction page on Zeffy

What to do if a bidder needs to change their payment method

Can I cancel/delete a bid?

How to cancel an ongoing auction

How to handle in-person auction payments

Enabling cash/offline bids on your auction form

Edit the emails sent to winners or bidders who did not win once your auction ends

Understanding when and how auction winners are charged for their bids

Do bidders have to enter their payment information every time they make a bid?

Can I set a start date for my online auction?

Tracking bids, payments, and item winners on your auction form

How can I charge my bidder if their auction payment fails?

How to add items to your auction

Can I turn off auction bidder names being shown publicly?

How anti-sniping works in Zeffy auctions

How auto-bidding works in Zeffy auctions

Sharing & promoting your campaign

Sharing your Zeffy campaign with your supporters and community

Understanding campaign visibility and privacy

Can I customize/remove the social media icons on my Zeffy form?

Editing, cloning or ending a campaign

How to Edit or Update Your Campaign

Archive a form to stop payments and sort forms by activity

How can I duplicate or clone my form?

How to Recover a Deleted Form

How do I delete a form?