Welcome to Zeffy (formerly Simplyk)
Welcome to our documentation. Here, we present the different products offered by Zeffy, and explain the best ways to use them.
Zeffy offers free tools to enable organizations to change the world!
The different chapters in the documentation detail how Zeffy can be used to receive donations, sell tickets, and connect with different databases such as Salesforce, DonorPerfect, and others.
A final chapter focuses on transaction and data security, as well as Zeffy's financial model.
Getting Started with Zeffy
This step by step will get you started on our platform so you can quickly create your first donation form or event.
1. Create your account
2. Create your first form
Depending on the first form you want to build, follow the step by step instructions below.
Donations forms and campaigns
3. Add your administrative information
During the creation of your first form, you will be directed to enter your administrative information. This includes the type of your organization, the address of the organization, the description you would like to will appear on your donors' bank statements, your charity number and an electronic copy of the signature on the tax receipts (if applicable).
To edit this information later, use the settings icon in your dashboard.
4. Connect your bank account
Zeffy is partnered with Stripe, a global leader in online transactions. By using our platform, you can connect your bank with Stripe. This allows you to track your payments, manage deposit frequency, and analyze your data.
Go to your Zeffy dashboard, and click on the "Bank" tab and on "Set up your bank details before your first payment".
You will then be guided to connect your bank to your Zeffy account. At the end, you will be able to access a Stripe dashboard to track your payments.
Have a blank cheque ready. It will contain the information required to link your bank account.
5. Add your team
Zeffy allows you to add multiple users to your account. You can invite your team to access the account, work on your forms and view your donation and sales details. Go to Account Settings > User Management > Add User. The person will receive an email to join the team. If they don't have a Zeffy account, they will be prompted to create one.
User management in account settings
Choose from the following permissions for each user: Donation, Ticketing, Volunteering, Contacts and Receipts. You can also remove users or transfer account ownership between users.
Select User Permissions
6. Share your form
The ticketing or donation form is now is accessible through a URL and ready to be shared!
- 1.To share your form, go to your Donation or Ticketing my forms section.
- 2.Click on the Share button to the right of the form you've created.
- 3.You will be redirected to the Share section, which contains the link to your form that you can copy.
7. Advanced Account Tips
Creating a New Account
In your Zeffy account, you can now add a new organization. This is great if you work with multiple nonprofits, but what to use the same email to log in and easily navigate between the 2 profiles. To do this, you can:
- 1.Log in on a computer to your Zeffy dashboard.
- 2.Click on the Settings icon next to your name.
- 3.Click "Create a new organization" in the menu.
- 4.Enter the information for your new organization!
Email us at [email protected] if you have any questions!
Last modified 1d ago