The flexibility to freely manage your donor info.
- Import your donor contacts and past transactions.
- Automatically add new info to your contact list in your Zeffy dashboard whenever a donation or purchase is made.
- Filter and export your donor contact lists.
Keep track of donor history.
- Add notes to your donors files.
- Segment your donor contacts with tags.
- View emails and past donations to help you stay engaged.
- View contact information and preferences.
- Easily access receipts for all of your donors and fundraising campagins.
Record and track offline donations.
- Add payment details from offline transactions to your existing campaigns to track totals, centralize donations, and issue tax receipts.
- Automatically generate and send tax receipts.
- Track payment methods (such as cash, cheque, in kind and more) to help organize and simplify your reporting.
Use smart filters to sort and organize your donors.
- Identify your important donor bases: large donors, recurring donors, or donors with the potential to become more engaged.
- Access many different filters such as: transaction date, amount donated, campaign contributed to, etc.
- Create custom lists for emailing and export your segments in a few clicks.
Send and track emails to your supporters.
- View stats like: open rate, clicks and unsubscribes.
- Set up automated reminder emails.
- Easily send emails to custom lists and segmented donors.
- Contact the right donors at the right time.
Send pre-filled forms, customized to each donor.
- Increase donor conversion rate by using our pre-filled forms in your fundraising campaigns.
- Easily add your pre-filled fundraising form links to your emails.
- Pre-fill donation amounts based on donor history or fundraising campaign goals.
