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
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
All Collections

Zeffy for Donors / Individuals

My Zeffy Donor Account

Activating your Zeffy donor account

Deleting your donor account

What does Zeffy do with my personal data?

Making a Payment

Making a donation or payment on Zeffy

Paying by bank transfer (ACH/PAD) - how it works

Troubleshooting payment errors - a guide for donors

Why am I being asked if I want to claim Gift Aid?

Managing your auction bids and payment method

Confirmation Emails & Receipts

Where are my confirmation email, tax receipt, or e-ticket?

Year-End Tax Receipts for Donations Made Through Zeffy

Payment Management

How can I edit or cancel my recurring payment (donation or membership)?

I need help with my order (ticket, registration, or purchase)

What is the contribution made towards Zeffy? Why was I charged extra?

There's a charge on my bank statement from Zeffy that I don't recognize.

How to Edit Your Peer-to-Peer Team or Participant Fundraising Page