How to get started on Zeffy

                 For a visual walkthrough please see the tutorial below!

Welcome to Zeffy!

Zeffy is 100% free for nonprofits. All of our services and products are 100% free. We also cover 100% of credit card transaction fees. We've put together a series of instructions to get started on our platform.

1) Sign up for a new account

Create your account here.

• The first thing you'll have to do is add your email, your name, the name of your organization your phone number, and your website.
• Make sure to check whether you are a US, Canadian or UK account❗You won't be able to change this later on.
• Set your password and click on "create account"

You will be asked what kind of organization you are. Please select which organization type is the right fit for you:

 

2) Create your first form

As a new account, the first thing the platform will do is ask you to get started. This is part of our onboarding flow so that you can familiarize yourself with the platform and its functioning. 

• Follow the steps to create your first form.❗Search our knowledge base for tips on how to create your first form.

3) Add your administrative information

Once you have created your first form, you will be taken to your dashboard. Go to the "Bank" tab in the left of your menu to add complete the onboarding steps, including linking your bank account. Click on "Get started" to begin onboarding! 

 

 

This includes the type of your organization, the address of the organization, and much more. A few important tips:

• 🇨🇦 If you need to generate official tax receipts as a registered Canadian charity, make sure to upload your charity number and an electronic copy of the signature of somebody authorized to sign on behalf of your non-profit. 
• 🇺🇸 If you need to generate official tax receipts as a registered American charity, make sure to select that you are a 501c organization and enter your EIN.
• You can read more about automatic tax receipts here! 

4) Complete the Stripe verification

Zeffy is partnered with Stripe, a global leader in online transactions. By using our platform, you can connect your bank with Stripe. This allows you to track your payments, manage deposit frequency, and analyze your data directly from your Zeffy account.

Stripe will guide you through their verification steps. Here is the information you will be asked for:

• The legal name of your organization. Please note that the name provided must exactly match the name associated with your EIN.
• The address of your organization
• The legal representative of the organization's information (name, date of birth, address, a photo of your driver's license or ID)

• For more information on the bank account verification process and common things to be aware of, we invite you to take a look at our instructions here:

5) Connect your bank account

Have a blank cheque ready! The final step of your bank account connection will be adding the banking information of your non-profit's bank account. This is where your funds will be paid out, according to your payout schedule. 

6) Add your team

Click on your name in the bottom left hand corner of your screen, and open settings. Next, click on "User Management", and click on "Add user". You can add as many users as you'd like, and restrict permission across different sections of the product! For more information, consult our documentation here.

7) Make changes

If you need to go back and make edits to the information entered during the onboarding flow, click on your name in the bottom left of your dashboard, then click on "Settings". You can edit information like EIN and organization name information under "Organization Information."

Congratulations on setting up your Zeffy account! You can take a look at the following pages if you need help setting up your first Zeffy form:

• How do I set up a donation form?
• How do I set up a donation campaign?
• How do I set up a Peer-to-Peer campaign?
• How do I set up an event?
• How do I set up a store?
• How do I set up a raffle?
• How do I set up a membership form?

7) Advanced Tips

Creating a second account – do you work with multiple nonprofits but want to use the same email for your Zeffy login or account? You can create multiple accounts with the same email. To do this, you can:

1. 1. Log in on a computer to your Zeffy dashboard.
   2. Click on your name in the bottom left hand corner of your screen, and open "Settings." 
   3. Click "Create a new organization" in the menu.
   4. Enter the information for your new organization!