Zeffy Help Center

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What is Zeffy? How Zeffy is 100% free Nonprofits that use Zeffy - and why they trust us! Voluntary contribution: how to talk to your donors about it Voluntary contribution: what happens if donors don't contribute Find grants with Zeffy's Grant Finder

Getting Started With Zeffy

Explore Zeffy before you sign up Get started with Zeffy Which countries and regions can nonprofits use Zeffy in? Is my organization eligible to use Zeffy? Join a live Zeffy demo Test the Platform: Run Payment Tests and Test Confirmation Emails Zeffy referral program

Stripe Account & Identity Verification

Verify your account to receive payouts What Is Stripe? Verification FAQ Connecting an Existing Stripe Account to Zeffy

Identity & Document Verification

🇺🇸 US - Stripe Verification

🇨🇦 Canada - Stripe Verification

🇬🇧 UK Accounts - Stripe Verification

🇦🇺 Australia - Stripe Verification

🇮🇪 Ireland - Stripe Verification

🇩🇪 Germany - Stripe Verification

Account Management

Accessing your account

Managing your account

Campaign Management

Creating your first campaign and choosing the right one

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 Ask questions about your fundraising data with the Data Assistant

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

Tracking email performance Managing Email Subscriptions and Unsubscriptions in Zeffy Why your email open rates changed

Finances, Payments & Payouts

Transaction Management

Payment methods and statuses

Refunds and Cancellations

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 Connect Zeffy to Claude or ChatGPT Track ads and conversions on your Zeffy campaigns (Meta Pixel, Google Ads, Google Tag Manager)

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

Account Security

Contact Management & Emailing

Measure Email Performance

Tracking email performance

Managing Email Subscriptions and Unsubscriptions in Zeffy

Why your email open rates changed

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