Zeffy Help Center
Home100% Free
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
๐Ÿ‡บ๐Ÿ‡ธ US Stripe Verification
๐Ÿ‡จ๐Ÿ‡ฆ Canadian Stripe Verification
๐Ÿ‡ฌ๐Ÿ‡ง UK Stripe Verification
๐Ÿ‡ฆ๐Ÿ‡บ Australian Account Verification
๐Ÿ‡ฎ๐Ÿ‡ช Ireland 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
General ticket & item configuration
Events
An Overview of Zeffy's Event Feature Configuring an Event Campaign on Zeffy Setting up an event with multiple dates and times Editing and scheduling a reminder email Checking-in guests the day of your event: scan their e-ticket or check them in manually using the check-in manager Access and download your campaign guest list with answers to questions Why does the Check-in Manager say "N/A"? How to "unscan" or "uncheck" a guest that was accidentally checked-in View how many tickets you have sold so far and how many are remaining Filtering your ticket sales by ticket status and ticket type Attendance reports: download a report after your event to check whose tickets were checked-in or who attended. What to do if your event has been cancelled or rescheduled How to Retroactively Assign Table Numbers to E-Tickets Adding a seating chart to your event Managing Your Event Time Zone Create and manage a members-only ticket What to do if buyers only received one e-ticket for a multi-ticket purchase
Raffles
Online Stores
Memberships
What to do if your campaign page or event only allows one purchase at a time
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
Events, raffles, memberships & online stores

Events

An Overview of Zeffy's Event Feature

Configuring an Event Campaign on Zeffy

Setting up an event with multiple dates and times

Editing and scheduling a reminder email

Checking-in guests the day of your event: scan their e-ticket or check them in manually using the check-in manager

Access and download your campaign guest list with answers to questions

Why does the Check-in Manager say "N/A"?

How to "unscan" or "uncheck" a guest that was accidentally checked-in

View how many tickets you have sold so far and how many are remaining

Filtering your ticket sales by ticket status and ticket type

Attendance reports: download a report after your event to check whose tickets were checked-in or who attended.

What to do if your event has been cancelled or rescheduled

How to Retroactively Assign Table Numbers to E-Tickets

Adding a seating chart to your event

Managing Your Event Time Zone

Create and manage a members-only ticket

What to do if buyers only received one e-ticket for a multi-ticket purchase