Zeffy Help Center
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About Zeffy
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 Which Countries and Regions Can Nonprofits Use Zeffy In? 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
๐Ÿ‡บ๐Ÿ‡ธ US Stripe Verification
๐Ÿ‡จ๐Ÿ‡ฆ Canadian Stripe Verification
๐Ÿ‡ฌ๐Ÿ‡ง UK Stripe Verification
๐Ÿ‡ฆ๐Ÿ‡บ Australian Account Verification
๐Ÿ‡ฎ๐Ÿ‡ช Ireland Stripe Verification
Account Management
Accessing your account
Managing your account
Campaign Management
Creating your first campaign and choosing the right one
Donations
Auctions
Events, raffles, memberships & online stores
Campaign Configuration & Appearance
Sharing & promoting your campaign
Sharing your Zeffy campaign with your supporters and community Understanding campaign visibility and privacy
Campaign Links & Social Sharing
QR Codes & Print Materials
Website Embeds & Widgets
Website Integration Guides
Organization Landing Pages
Can I customize/remove the social media icons on my Zeffy form?
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
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
Donor Mail
Finances, Payments & Payouts
Bank Account
Payouts
Transaction Management
Payment methods and statuses
Refunds and Cancellations
Tax receipts
SwiftAid
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
Tap-to-Pay App
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
Legal
Data Privacy
Account Security
Campaign Management

Sharing & promoting your campaign

Sharing your Zeffy campaign with your supporters and community

Understanding campaign visibility and privacy

Campaign Links & Social Sharing

How to Find Your Campaign's Share Link

How to Share Your Campaign on Social Media

How to customize your campaign URL

QR Codes & Print Materials

Share your form with a QR code

Share your campaign on a flyer

Website Embeds & Widgets

Add a button to a website to share your campaign

How to embed your Zeffy campaign on your website

How to share or embed a translated campaign in a specific language

Using the Zeffy WordPress Donate Button Plugin

Embed your peer-to-peer campaign, thermometer or leaderboard

Website Integration Guides

How to add your Zeffy campaign to a Squarespace website

How to add Your Zeffy Campaign to a WordPress Website

How to add your Zeffy campaign to a Shopify website

How to add your Zeffy campaign to a Weebly website

How to add your Zeffy campaign to a GoDaddy website

How to add your Zeffy campaign to a Wix website

Using the Zeffy Wix Donate Button App

Organization Landing Pages

Create an organization landing page

Customizing your organization page

Can I customize/remove the social media icons on my Zeffy form?