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 BeginGetting Started: Setting Up Your Zeffy AccountIs 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
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Account Management
Accessing your account
Managing your account
Campaign Management
General Form Configuration
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Events
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Ticket and Item Configuration
Raffles
Online Stores
Memberships
Creating and configuring your membership formEverything there is to know about monthly or yearly membership renewalsHow to Offer Member-Specific Discounts on ZeffyGenerating membership cardsHow to pull a list of current/active membersHow to handle increasing your membership price?Cancelling a membership or stopping its automatic renewalWill auto-renew payments stop if I archive the membership form?
Peer-to-Peer Campaigns
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CRM/Contact Management
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Importing contacts
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Donor Mail
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Bank Account
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Payment methods and statuses
Refunds and Cancellations
Tax receipts
SwiftAid
Data Management
Importing Data
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Tap-to-Pay
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 Code
Zeffy for Donors
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
Campaign Management

Memberships

Creating and configuring your membership form

Everything there is to know about monthly or yearly membership renewals

How to Offer Member-Specific Discounts on Zeffy

Generating membership cards

How to pull a list of current/active members

How to handle increasing your membership price?

Cancelling a membership or stopping its automatic renewal

Will auto-renew payments stop if I archive the membership form?