New to Zeffy? The Zeffy Onboarding Academy is a fun and easy training program that helps nonprofits quickly master Zeffy to boost their fundraising success.
Course 1: Welcome to Zeffy
This video provides an in-depth look at Zeffy’s mission, our unique business model, and how your nonprofit can leverage Zeffy to elevate your fundraising efforts.
Key Takeaways
- ✅ Learn how nonprofits spend $3 billion annually on transaction and processing fees.
- ✅ Grasp the concept of Zeffy’s voluntary contribution model.
- ✅ Understand Zeffy’s commitment to helping nonprofits increase their impact.
- ✅ Discover the various tools Zeffy offers (Ticketing, Donations, Peer-to-peer campaigns, eCommerce, Raffles, Auction, Memberships, Donor management).
Learn more
Course 2: What you'll need to get started
Get ready to kickstart your journey with Zeffy! This video will take you step-by-step through setting up your account, preparing the essential documents for verification and receiving your first payment!
Key Takeaways
- ✅ Sign up for a Zeffy account and complete account setup process.
- ✅ Review eligibility criteria and ensure your nonprofit meets all requirements.
- ✅ Gather all required documents and submit them for verification.
- ✅ Begin fundraising by creating your first form, sharing your form and receive payments and payouts.
Learn more
- How to get started on Zeffy
- Completing Stripe's ID verification
- Why do I need to provide my personal information to fundraise with Zeffy?
Course 3: Creating your first campaign
Not sure which form to create? This course will highlight all the fundraising tools we offer and will show you how to setup your first form. Get ready to create and launch your first fundraising campaign!
Key Takeaways
- ✅ Explore the various types of forms we offer for your fundraising campaigns.
- ✅ Determine the most suitable form type to effectively support your fundraising goals.
Learn more
- Which form should I choose?
- Set up a donation form with one-time and monthly donation options
- Creating a donation campaign with a target, thermometer and a public list of contributors
- Configuring an event form
- Set up a peer to peer campaign
- Set up and customize a raffle form
- Configure your online store/ e-commerce form
- Creating and configuring an auction page on Zeffy
Key Takeaways
- ✅ Step-by-step guide to designing a donation form.
- ✅ Learn how to efficiently use the form editor for creating and customizing your fundraising forms.
- ✅ Discover the various methods to share your forms, including through direct URLs, QR codes, and embedding options.
Learn more
Course 4: Navigating your Zeffy dashboard
Master the Zeffy dashboard with ease! Learn to efficiently find and use key features to manage your campaigns, track progress, and access vital information—all in one streamlined place.
Key Takeaways
- ✅ Familiarize yourself with your account settings, including the process for adding new users to your Zeffy account.
- ✅ Discover how to effectively manage your contacts and utilize Zeffy's email features to communicate with your supporters.
- ✅ Understand the process for importing your contacts into Zeffy.
- ✅ Learn how to track, filter and tag payments effectively.
- ✅ Learn about the bank page and how to effectively monitor and manage your payout transactions.
Learn more
- Add users to an account or manage their access/permissions
- Adding tags to contacts, editing tags and removing them to segment your supporters
- Filter donors, buyers or members in Zeffy
- Contact pages and editing contact information
- Emailing in Zeffy
- Manual payment or registration entries to log cash, check or other offline payments
- How often / when do I get my payouts?