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
General ticket & item configuration
Offer different ticket tiers and rates Creating "Pay What You Can" (PWYC) or Sliding Scale Pricing on Zeffy Creating discount, coupon or promo codes How can I limit my sales or set a maximum number of sales? How are e-tickets generated on Zeffy? Why a form states it is full and how to make more tickets available Create group tickets or ticket bundles Obtain all event attendee names when multiple tickets are purchased Host a free event and create free tickets to an event Why a form states it is โ€œclosedโ€ and how to reopen sales How to update names of my event guests after their purchase How to set an automatic sales open and close date or close ticket sales manually Add taxes to ticket price or store items Add early bird tickets or a waitlist to an event Can a ticket be forced in all purchases? Can I hide certain tickets on my Zeffy form? Additional donations on event forms Create categories so buyers can sort your tickets and items Deleting or archiving a ticket rate or item
Events
Raffles
Online Stores
Memberships
What to do if your campaign page or event only allows one purchase at a time
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
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
Events, raffles, memberships & online stores

General ticket & item configuration

Offer different ticket tiers and rates

Creating "Pay What You Can" (PWYC) or Sliding Scale Pricing on Zeffy

Creating discount, coupon or promo codes

How can I limit my sales or set a maximum number of sales?

How are e-tickets generated on Zeffy?

Why a form states it is full and how to make more tickets available

Create group tickets or ticket bundles

Obtain all event attendee names when multiple tickets are purchased

Host a free event and create free tickets to an event

Why a form states it is โ€œclosedโ€ and how to reopen sales

How to update names of my event guests after their purchase

How to set an automatic sales open and close date or close ticket sales manually

Add taxes to ticket price or store items

Add early bird tickets or a waitlist to an event

Can a ticket be forced in all purchases?

Can I hide certain tickets on my Zeffy form?

Additional donations on event forms

Create categories so buyers can sort your tickets and items

Deleting or archiving a ticket rate or item