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Getting started with Zeffy
About Zeffy
Getting started with Zeffy
Stripe Verification
Account Settings
Zeffy Onboarding Academy
General Form Configuration
Creating, Archiving, Deleting and Cloning a form
Customizing your form
Sharing your form
Events, Raffles, Stores & Auctions
Event form configuration
Ticket and Item Configuration
Event Management Features
Auctions
Raffles
Memberships
Online Stores
Volunteering
Donations and Campaigns
Peer-to-Peer Campaigns
Transaction Management
Refunds and Cancellations
Tax receipts
Payments and Payouts
Payouts
Bank Account
Payment methods and statuses
Tap-to-Pay
Spend Card
Contacts & Emailing
Emails
Campaign communications
Reports and data imports
Exporting Data
Importing Data
Data Integrations
Legal, Data Privacy & Security
Legal
Verifications & Platform Security
Zeffy for Donors
Donor account
Monthly donations
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Help Center
Getting started with Zeffy
About Zeffy
Getting started with Zeffy
Stripe Verification
Account Settings
Zeffy Onboarding Academy
General Form Configuration
Creating, Archiving, Deleting and Cloning a form
Customizing your form
Sharing your form
Events, Raffles, Stores & Auctions
Event form configuration
Ticket and Item Configuration
Event Management Features
Auctions
Raffles
Memberships
Online Stores
Volunteering
Donations and Campaigns
Peer-to-Peer Campaigns
Transaction Management
Refunds and Cancellations
Tax receipts
Payments and Payouts
Payouts
Bank Account
Payment methods and statuses
Tap-to-Pay
Spend Card
Contacts & Emailing
Emails
Campaign communications
Reports and data imports
Exporting Data
Importing Data
Data Integrations
Legal, Data Privacy & Security
Legal
Verifications & Platform Security
Zeffy for Donors
Donor account
Monthly donations
Getting started with Zeffy
Creating your account and completing your bank verification.
How to get started on Zeffy
Examples of documents sent by Zeffy
Test the platform: Run payment tests and test confirmation emails
Stripe Verification
Completing Stripe's ID verification
A guide to completing your Stripe verification - US Accounts
Why do I need to provide my personal information to fundraise with Zeffy?
Fiscal Sponsorships on Zeffy
Connecting an existing Stripe account to Zeffy
A guide to completing your Stripe verification - Canadian Accounts
Troubleshooting Failed EIN Verifications: Check this guide
New Canadian Stripe Requirements as of August 7th
How to successfully verify your business registration and board of directors for Stripe Canadian accounts
How to complete your organization's Stripe verification
See more
Account Settings
Add users to an account or manage their access/permissions
Open and manage multiple accounts or profiles
How to delete or deactivate a Zeffy account
Transfer ownership and remove users
We are not a nonprofit, can we still use the platform?
How to reset your password
Change your Zeffy account email address
How can I update my organization information?
How to remove Google sign-on?
How do I set my 'Doing Business As' name?
I am still waiting for my 501c3 or charity status, can I start using Zeffy?
How to Transfer Bank Account Ownership
My Account Appears Empty
See more
