Zeffy Help Center

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What Zeffy is and how it works

Getting started and eligibility

Why organizations trust Zeffy

Our Referral Programme

Getting Started With Zeffy

How to get started on Zeffy Register for Zeffy's weekly demo Navigating Zeffy: Introducing the New Navigation Experience Zeffy Onboarding Academy

Zeffy for Donors

Transaction + Tax Receipts

My Zeffy Donor Account

Donations/Payments made on Zeffy

Account Management

Test the platform: Run payment tests and test confirmation emails

Stripe Verification

Account Settings

Campaign Management

General Form Configuration

Ticket and Item Configuration

Peer-to-Peer Campaigns

Data Management

Data Integrations

Transaction Management

Payment methods and statuses

Refunds and Cancellations

Connecting Your Zeffy Account to Swiftaid to claim Gift Aid Troubleshooting Swiftaid Connection Errors

CRM/Contact Management

Campaign communications

Importing contacts

Lists & filters

Legal, Data Privacy & Security

Verifications & Platform Security

SwiftAid

Connecting Your Zeffy Account to Swiftaid to claim Gift Aid

Troubleshooting Swiftaid Connection Errors