#2 - (Zeffy) Setting Up Your Database | Scribe

    #2 - (Zeffy) Setting Up Your Database

    • 124 steps |
    • 8 minutes
    1
    Log into your Zeffy Account.
    2
    Click "Forms".
    3
    Click "Edit" (your main donation form).
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    This is based on creating one donation form that allows donors to choose between a one-time or recurring gift. We recommend that startups just have one form that they work from in this setup.
    4
    Click "Create your Form".
    5
    Click the "Address" checkbox under the "Form Questions" section.
    6
    Click to "Add a question".
    7
    Click "Short question".
    8
    Select "Telephone".
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    We recommend not making the custom phone field required.
    9
    Click "Save".
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    IMPORTANT: Before moving on, make sure at least one donation has come through Zeffy after you have gone through the steps above.
    10
    In a new tab, navigate to:<https://zapier.com/app/login?next=%2Fdeveloper%2Fpublic-invite%2F8680%2F32468dfd5dcf31120269c771d4f8f7bd%2F>
    11
    Login into your Zapier Account.
    12
    Click the "Accept Invite & Build a Zap" button.
    13
    Click "Create Zap".
    14
    Click "1. Trigger".
    15
    Click "Zeffy (1.0.8) Latest" or latest version available. You can easily search for this through the search bar.
    16
    Click the "\*Event (required)" field.
    17
    Click "Get Donation".