Sapling Onboarding

This week is all about getting data ready and understanding all the amazing features in Donorfy.

You'll spend time with your expert project consultant and learning at the Donorfy Academy. 

You will spend this week configuring Donorfy and interrogating your data to make sure we have thought of everything!

You'll be setting up all your pipelines for major gifts and attend a Configuration Workshop. 

You'll be finalising your data ready for migration, using all your knowledge about Donorfy and with the help of our Donorfy expert.

This week is also the time to dig deep into all the on-demand training content in the Donorfy Academy.

During your integrations workshop you 'll spend time looking at hoe to integrate your Gift Aid submissions with HMRC, set up JustGiving and Enthuse and many other fantastic integrations such as Mailchimp, Dotigital, Stripe, GoCardless... the list goes on!

We'll explore how Donorfy Forms can fully integrate your website with your new CRM. Whilst this is going on we'll be behind the scenes migrating all your data into Donorfy. 

This week your Project Team will check the data that has been migrated into Donorfy
and sign-off the data migration part of your onboarding project.

Its also the time to train your team on any of the processes you have set up to automate, raise ore and do more.

This week you your Donorfy will Go-Live! We are there for last minute questions as you get going on your Donorfy journey.

Your Project Team will now have had training via the Donorfy Academy, spent time with our experts and have many hours of training under their belts ready to raise more and do more with Donorfy.