Managing your Affiliate Referrals

Your Donorfy Affiliate Tenant

Your Affiliate Donorfy tenant is the place to register and manage your Affiliate referrals. The Donorfy Affiliate Manager will use the information within your Affiliate tenant to let you know if any referrals have been accepted as valid, and if this then leads to commission.

Use this link to set up your Affiliate subscription. 

First steps

  1. Add yourself as a constituent using the Your details constituent type.

  2. Use the work address tab to complete your company details

  3. Add your bank details, so you can receive commission payments, within the Bank details tag on your profile

  4. Select the correct VAT tag that applies to you.

Registering a Referral

When you refer a charity you think is suitable for Donorfy, use your Affiliate tenant to register them. Your Donorfy Affiliate Manager will then update the tenant to let you know if this is a valid lead. 

  1. Add a Referred Charity constituent (this is where we will manage the Affiliate process) with any contact details you have. Including email and phone number. 

  2. Add a Contact Person constituent and add them as the main contact to the Referred Charity constituent. Include any contact details you have. 

  3. Within tag category 1, add the Register Referral tag and update any information you know about the referral within the tag notes and fields available.

  4. Within tag category 2, select a tag to let us know if you will be offering professional services to this referral or not. 

  5. The referral will be valid for six months from the date you add the constituent to Donorfy. 

Accepting a Referral

Once a referral has been made, we will check to see if they are already a contact of ours and will update tag category 3 with either a Referral Accepted tag or Referral Declined tag.

Making an Introduction

If a referral is accepted, the Affiliate will:

  1. Make a Donorfy introduction via email to the referral.

  2. Update tag category 4 and add the tag called Referral introduction email sent 


The Donorfy Business Development team will then contact the referral and begin the sales process. You are welcome to support the referral to choose Donorfy during this time. 

Referral Result

The results of the referral will be added by the Affiliate Manager to tag category 5. Please note, referral time extensions will only be granted in exceptional circumstances by the Affiliate Manager. 

Managing all your Referrals

Within your Affiliate tenant we have created some lists for you to help manage your referrals. Within the main menu, select from the referral lists in the Constituent tab. 

Terms & Conditions

Please read our terms and conditions for additional information.