Zeffy Help Center

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 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

🇺🇸 US Stripe Verification

🇨🇦 Canadian Stripe Verification

🇬🇧 UK Stripe Verification

🇦🇺 Australian 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

General Campaign Configuration

Sharing & promoting your campaign

Editing, cloning or ending a campaign

Reporting & Data Exports

Reports and exporting data Export a list of all generated tax receipts Export or download all payments or tickets associated with a specific form View and download a report with answers to custom questions Print out tickets or printing out reports off the platform

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

Finances & Payouts

Zeffy payouts: Schedules, amounts, and reports Resolve a Failed Payout and Recover Your Funds How to reconcile discrepancies between different Zeffy reports

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 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

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 buyer information

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

Account Security

Finances & Payouts

Payouts

Zeffy payouts: Schedules, amounts, and reports

Resolve a Failed Payout and Recover Your Funds

How to reconcile discrepancies between different Zeffy reports