Overview

Online Fundraising is the payments solution for the various payment methods in Denmark - these include:

  • Betalingsservice (formerly known as PBS), which is a kind of direct debit solution provided by NETS for recurring payments
  • MobilePay
    • one-off payments
    • subscriptions for recurring payments
  • Payment cards (debit and credit cards)
  • SMS payments

Integration

When integrated, the roles of the systems are as follows:

  • Online Fundraising is the primary collection point for contacts (donors / members) and processes their payments - one-off and recurring. It only knows about contacts and their payments, so it is not the 360-degree CRM.
  • Donorfy is the CRM solution - it needs to know who the donors /members are, and how much they pay (which is part of their overall profile in the CRM) but Donorfy does not initiate or process the collection of the money.

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Note: the integration only applies to Online Fundraising version 4 and later. Prior versions cannot be integrated.

The integration is primarily in one direction - from Online Fundraising to Donorfy (with some minor exceptions).

Main concepts in Online Fundraising and how they map to Donorfy

Forms

Online Fundraising includes a Form builder, allowing you to embed forms in your website to enable donors / members to make their payments.

Contacts

Contacts in Online Fundraising are the equivalent of Constituents in Donorfy.

Agreements and Subscriptions

The combination of an agreement and a subscription is the equivalent of a Recurring Payment Instruction in Donorfy.

Payments

Payments in Online Fundraising are the equivalent of Transactions in Donorfy.

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