Kindful FAQs

Overview

This article gives an overview of the Kindful integration with MailChimp.

Linked Articles:

- Setting Up the MailChimp Integration

- Add a Kindful Group to MailChimp

- MailChimp Troubleshooting

- MailChimp FAQs

Connecting Kindful Contacts to MailChimp

The integration will only work when it is connected by an Owner or Admin of MailChimp, and the connected user stays at that access level. Once you connect MailChimp and Kindful, the contacts you have in your Kindful Groups can move to MailChimp with the corresponding Tags (synonymous with Kindful Groups).

If you have pre-existing groups in Kindful (before connecting MailChimp), you will need to add a new contact to those groups in Kindful to kick off the sync of those Groups to MailChimp. This is designed to keep your MailChimp account from being immediately flooded with new contacts, forcing you to a higher pricing tier within MailChimp. If you wish to have pre-existing groups in Kindful sync to MailChimp, then you need to recreate each of these groups as new, which will activate the sync of all contacts in that group.

To connect Kindful to MailChimp, go to Apps on the left sidebar. Select Learn More underneath MailChimp, then Connect.

Using Tags in MailChimp

One important aspect: your MailChimp Tags need to be static.

Kindful is a CRM and MailChimp is an email marketing tool. We built Kindful to be a place to store your data and your people. By using MailChimp Tags, your donor data stays on the donor's record in Kindful, and gives Kindful much more depth and autonomy over the contact record's details. Ultimately, this gives you more reporting ability and flexibility within Kindful.

Non-profit Discount for MailChimp Customers

MailChimp offers a 15\% discount to nonprofits and charities that they verify. The approval process varies depending on your location.

United States

If your organization is based in the United States, you’ll need to scan and email a copy of your official 501c3 determination letter to [email protected]. Please use “Nonprofit Discount Request” as the subject line, and include your MailChimp username somewhere in the body of the email.

International

If you’re a nonprofit based outside the United States, you’ll need to email [email protected] with a link to your organization’s website. Please use “International Nonprofit Discount Request” as the subject line, and include your MailChimp username somewhere in the body of the email.

If it's not extremely obvious on your website that you're a nonprofit, they may require you to email additional proof of your nonprofit status.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Sending physical mailings can be expensive, don't waste money by sending letters to bad addresses.

Overview

Kindful offers an easy way to clean up your Contacts' United States physical mailing addresses. To understand how the USPS handles abbreviations as they pertain to Street Addresses, please see the attached file at the bottom of this article.

Linked Articles:

- Contact Profiles

What Is It?

This is a paid service offered through Kindful. Your Kindful Contacts' addresses are cross referenced with the National Change of Address (NCOA) database. When a match is found, the corrected, up-to-date address appears in Kindful where you can review and "accept" the updates into your Kindful database, replacing old, incorrect addresses with new, correct addresses. There's no need to export or import data. Everything happens right inside your Kindful account.

NCOA Scrub Subscription Service

The best way to ensure your Contacts' addresses are kept current is to opt in to Kindful's NCOA Scrub Subscription service.

Each quarter, (every 3 months), you'll pay a discounted fee for your NCOA scrub.

How to Get Started

Email [email protected] to opt in to Kindful's NCOA Scrub Subscription service.

We'll collect your payment and schedule your first NCOA scrub.We'll let you know when the NCOA scrub has finished running. The results will be displayed in Kindful for your review under "Address Verification" in Settings.

You'll review and accept each change individually, or all changes at once. Updates are then made automatically to yourrelevant contact records.

It is that easy. We look forward to hearing from you!

Pricing

Pricing is based upon your Kindful Plan.

NCOA Scrub Subscription service

Plan

Quarterly Price

Quarterly NCOA Scrubs for Kindful CRM 1,000 Contacts

$75

Quarterly NCOA Scrubs for Kindful CRM 2,000 Contacts

$100

Quarterly NCOA Scrubs for Kindful CRM 5,000 Contacts

$125

Quarterly NCOA Scrubs for Kindful CRM 7,000 Contacts

$175

Quarterly NCOA Scrubs for Kindful CRM 15,000 Contacts

$325

Quarterly NCOA Scrubs for Kindful CRM 25,000 Contacts

$500

Are you on a plan with more than 25,000 contacts? call or email [email protected] for pricing.

One Time NCOA Scrub service

Plan

One Time Price

NCOA Scrub for Kindful CRM 1,000 Contacts

$150

NCOA Scrub for Kindful CRM 2,000 Contacts

$200

NCOA Scrub for Kindful CRM 5,000 Contacts

$250

NCOA Scrub for Kindful CRM 7,000 Contacts

$350

NCOA Scrub for Kindful CRM 15,000 Contacts

$650

NCOA Scrub for Kindful CRM 25,000 Contacts

$1000

Are you on a plan with more than 25,000 contacts? call or email [email protected] for pricing.

Note: this service is available to Contacts with complete (address, city, state, postal) United States mailing addresses only. (In other words, Contacts with non-US addresses will not be processed.)

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article contains FAQs pertaining to the iDonate + Kindful integration

Linked Articles:

- iDonate Integration

What Syncs between iDonate and Kindful?

Contacts

o First Name

o Last Name

o Company Name

o Complete address

o Email

o Phone Number

o iDonate unique donor ID

Transactions

o Transaction amount

o The type of transaction (example: Credit Card)

o Fund ID

o Fund Name

o Donation Date

The following items are also sent over to Kindful as a part of the

transaction. This info can be found in the transaction note field in Kindful:

oEmbed ID

oEmbed Name

o Whether the donor wants to remain anonymous

If the donor paid the fees associated with the transaction:

o Email Opt In

o Additional info

o Designation Note

o iDonate unique Transaction ID

o iDonate unique Transaction Set ID

o iDonate Custom Note 1 field

o iDonate Custom Note 2 field

o iDonate Custom Note 3 field

o iDonate Custom Note 4 field

Do iDonate Recurring Transactions Appear as Such in Kindful?

No, all transactions coming in from iDonate will be shown with the default transaction type of "one time transaction" in Kindful. In the event it is a recurring transaction from iDonate,the details of the donation will be in the Admin Note in Kindful.

Does the Integration Create New Contacts?

Yes, the integration will create contacts that do not currently exist as well as update contacts that do exist.

What Field(s) Does the Integration Look for to Append Info?

We use theiDonate Contact ID to map to existing contacts in Kindful.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

With iDonate, you can meet your supporters where they are in today’s digital world and give them the chance to be generous in the ways they desire.

Overview

This article covers the how to connect to iDonate and what the integration is capable of doing.

Linked Articles:

- iDonate Integration FAQ

Connecting to iDonate

To connect your iDonate account to Kindful, head to the App Directory in Kindful. Locate iDonate, and click onLearn More.

send our support team an email

You can learn more about the integration here, and when you are ready you can clickConnect.

You will be directed to login with your iDonate Admin Email and Password.

Once Successful, you will be asked toAuthorize the integration. This will allow iDonate to create and update Contacts, Transactions, Campaigns, Funds, Custom Fields, Groups, and Activity data in Kindful.

If you connect from iDonate directly, this will be what your Authorization screen looks like.

What Syncs

Each time a donor gives using a method within the iDonate platform, Kindful willreceive the donor information.

The integration will create contacts that do not currently exist as well as update contacts that do exist.

When transactional data from iDonate is syncing to Kindful, if a Contact isn't found in Kindful with the same iDonate Contact ID, then a new Contact is created in Kindful with a new transaction.

When transactional data from iDonate is syncing to Kindful, if a Contact is found in Kindful with the same iDonate Contact ID, then a new transaction is added to the existing Kindful Contact.

These fields will send updates:

Contacts

o First Name

o Last Name

o Company Name

o Complete address

o Email

o Phone Number

o iDonate unique donor ID

Transactions

o Transaction amount

o The type of transaction (example: Credit Card)

o Fund ID

o Fund Name

o Donation Date

The following items are also sent over to Kindful as a part of the

transaction. This info can be found in the transaction note field in Kindful:

oEmbed ID

oEmbed Name

o Whether the donor wants to remain anonymous

If the donor paid the fees associated with the transaction:

o Email Opt In

o Additional info

o Designation Note

o iDonate unique Transaction ID

o iDonate unique Transaction Set ID

o iDonate Custom Note 1 field

o iDonate Custom Note 2 field

o iDonate Custom Note 3 field

o iDonate Custom Note 4 field

o iDonate Custom Note 5 field

Data Mapping

Contact Fields

iDonate

Kindful

First Name, Last Name

Individual/Person: First Name, Last Name

First Name, Last Name

Company/Organization: Primary Point of Contact

Company

Organization Name

Email

Email

Phone

Phone Number

Street Address

Address Line 1

Street Address 2

Address Line 2

City

City

State

State/Province

Zip Code

Postal Code

--

Country

Transaction Fields

iDonate

Kindful

Designation

Fund

Campaign

Campaign

Either "Created At" or "Final Date"

Date

Initial Donation Amount

Amount

Credit Card Donation

Credit Transaction

eCheck Donation

EFT Transaction

Debit Card Donation

Credit Transaction

--

Has Been Acknowledged

--

Non-Tax Deductible Amount

--

Non-Tax Deductible Amount Description

Regarding transaction frequency (one time vs. recurring) when syncing in transactions from iDonate, the details of the donation will be in the Admin Note in Kindful. All transactions coming in from iDonate will be shown with the default transaction type of "one time transaction" in Kindful.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article explains how to edit a transaction.

Overview

You can edit manually entered transactions, like cash and check transactions, in your Kindful system. You can change things like the date, campaign, and amount.

Linked Articles

- Bulk Edit Activities

Edit a transaction

Using either theActivitiespage (from the drop-down menu of theContacts & Activitiessection) or the Dashboardpage, find the transaction you're looking forand pressthe arrow on the far right of the transaction entry line.

send our support team an email

Edit the transaction.

Make any edits you find necessary.

After you've finished editing the transaction, pressSave if you're happy with the changes.

Delete vs. Cancel

If you would like to remove a transaction fully due to duplicate entry or erroneous information, select theDelete option. This will remove the transaction from Kindful entirely. Do note that if you are connected to a solution like QuickBooks, the transaction willnot be removed from QuickBooks and you will need to remove it manually from that side of things as well.

If you receive a returned check (for example), you can choose toCancel the transaction. Doing this will create a new activity in Kindful indicating this cancellation action. We advise this approach in a scenario where the check was returned after entry as it is a better "audit trail" type of approach. When you choose to cancel, the cancellation activity will appear on the Activities page on the date you enter the transaction. However, you can also choose to back-date the cancellation. Doing this will create the same cancellation activity, but it would be dated to match the initial gift entry.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article explores the Shopify integration. The start of this article explains why you may want to use Shopify, and continues to explain how to connect a Shopify account to Kindful.

Overview

Integrate with one of the most popular eCommerce platforms on the web. Whether you're selling the product made by your beneficiaries, or promotional materials for your organization, Shopify makes selling easy, accessible, and affordable.

Kindful makes it easy to do the following:

Create a real-time sync of product purchase information from Shopify into your Kindful database

Automatically create new or update existing Kindful contact records with Shopify customer data

Include additional donations (on top of purchases) in Kindful as Soft Credits

Linked Articles:

- Shopify Transactions Entering Kindful "Anonymous"

Connecting to Shopify

Log in to Kindful, and select Apps onthe left sidebar.

Click App Directory.

Find Shopify from the list, and select Learn More.

ChooseInstructions, thenConnect.

A new tab will be opened, directing you to Shopify login page. Log in to Shopify with your Shopify credentials.

Once logged in, go to Settings in the bottom left.

send our support team an email Select Notifications.

Scroll down to the Webhookssection, and select Create webhook.

Leave the Format onJSON.

Set the URL to be as it appears in Step 7 of your App Settings inside of Kindful for Shopify. The URL in your account will bedifferent than that which is represented in this article.

Save webhook.

Head back to Kindful, and go to Shopify (this should still be open on another tab in your browser).

Configuring the Integration

Set theShopify Campaign and choose how you would like Shopify to identify purchases from the Post in Kindful as dropdown.

Campaign

You can configure which (singular) Kindful Campaign you wish to have Shopify orders be set to upon import. We recommend setting up a new Campaign for this purpose. You have the ability to filterActivity Type: Shopify Orderfrom the Activities page.

Transaction Type

You can set how the incoming Shopify purchases post into Kindful. There are two options for this:

Transaction-This approach will create a Transaction in Kindful for the overall purchase attributed to the purchaser. The details of the purchase will also be present.

Soft Credit- This approach will create a Soft Credit for all purchases. This will also include the purchase information.

Considerations

If creating Transactions, we recommend setting "Amount Non-Tax Deductible" on the Campaign to a value high enough to cover these store purchases. This will help to automatically ensure that these purchases are not fully tax-deductible.

After making your selections, pressSave.

Go back to the Shopify tab, and selectsend test notification from your Notifications settings.

The status of the Shopify connection within the Kindful app directory will update after initiating this "test notification".

The status will show that Kindful is either still waiting for a transaction to post, or it will show that a transaction has been received and the integration is set and working properly.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article covers the creation of custom contact fields. Learn why you may want to create a custom field, and how to do it.

Overview

Using custom fields allows you to track contacts in a way that is specific to your org.

Custom fields are great if you want to classify each contact as one of a Church, Business, Civic, Volunteer, Donor, or any other classificationyou have. Ifyou want to track former interactions with them, their favorite color, how they became involved with your organization all these are great uses for the custom contact fields.

Linked Articles:

- Create Custom Reports

- Contact Profiles

Creating a custom contact field

Go toSettings>Contacts Settings>Custom Contact Settings.

Select theContact Field Groupstab.

send our support team an email This page will display any existing contact field groups you might have.

SelectCreate Custom Field Group on the right.

When choosing the type of question from the Type dropdown,we recommend setting up your custom field as Select or Multi-Select. This will allow you tofilter those answers and create groups, send mail merges, and much more in comparison to text or long text.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article gives an overview of the Eventbriteintegration with Kindful, and shows you how to connect Eventbriteto your Kindful account.

Overview of the Eventbrite Integration

EventbriteOrders are assigned to be hard credits.

The purchaser/donator will get a hard credit on their profile (thus impacting your YTD numbers) and the attendees that used these purchased tickets will have soft credits created on their contact records.

Connecting to Eventbrite

Log in to Kindful and go to Apps> App Directory on the left sidebar.

Find Eventbrite from the list and select Learn More.

send our support team an email

Next, clickConnect.

After you click Connect, you will need to confirm the connection.

Next,you'll be redirected toEventbrite’s login page where you need to enter your Eventbrite login credentialsif you are not already signed in.When asked, selectAllow to permit Kindful to access your Eventbrite account.

With this integration connected, all of yourhistorical andnew event registrant information and ticket prices will flow into Kindful from Eventbrite. New contacts will be created in Kindful if a registrantdoesn't yet exist, and contact info will be appended if a registrant already exists in Kindful if we are able to find an exact match.

You will now also see Eventbrite Registrations has been added as an activity type in the Activities section of Kindful, so you can filter by Eventbrite activity.

When connecting Eventbrite, you will have the option to specify a target Campaign toward which the transactions will go. You can also change the default campaign later in the integration settings located under Apps. For transactions that have already come into Kindful from Eventbrite, you can later use the Bulk Edit feature to change the Campaign if you would like.

Configuring the Integration

Once you have successfully connected the integration, you can configure the integration and setup two key components. This is done from the Eventbrite App Settings page (located in the App Directory).

Campaign

You can configure which (singular) Kindful Campaign you wish to have Eventbrite orders be set to upon import. We recommend setting up a new Campaign for this purpose as you have the ability to filterBy Event: "event_name" from the Activities page, which gives you an additional layer of filtering for these Eventbrite orders. You can also use the Basic Search for filtering.

Transaction Type

You can set how the incoming Eventbrite orders post into Kindful. There are three options for this:

Create Transactions and Soft Credits (recommended) -This approach will create a Transaction in Kindful for the overall purchase, attributed to the ticket purchaser if this is a paid event. Each of the registered attendees will have a Soft Credit created on their account, indicating attendance.

Only apply Soft Credits to Event Attendees- This approach will create a Soft Credit for all event attendees. This does not include the purchase information.

Only create Transactions from Event Orders- This approach will only create a transaction for the initial ticket purchase, attributed to the ticket purchaser.

Considerations

If creating Transactions, we recommend setting "Amount Non-Tax Deductible" on the Campaign to a value high enough to cover these ticket purchases. This will help to automatically ensure that these ticket purchases are not fully tax-deductible.

Having Trouble Connecting?

Your Eventbrite token may be invalid. Invalid tokens can happen as a result of password changes.

Disconnect Eventbrite, and reconnect it. Here's an article explaining how to fix the issue in Eventbrite:

https://www.eventbrite.com/support/articles/en_US/How_To/what-to-do-if-your-oauth-token-is-invalid?lg=en_US

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article covers the creation of custom reporting within Kindful. It's a great article to get started with to understand Kindful's reporting feature a vital part of any organization's planning and analysis.

Overview

Custom Reports are vital to you whether you're an admin, volunteer, or board member.Not only can you make organization-wide reports, you can also create ones just for the needs you have.

Linked Articles:

- Activities Filters Glossary

- Contacts Filters Glossary

- Column Sets

Create a report

Start by building your filter on either the Activities orContacts page. Learn more about filtering here.

After you've filtered and see the type of data you want for your report, clickCreate a Report on the right sidebar.

A window titledCreate Report will show. Provide atitle, choose thelayout (either portrait or landscape),and chooseActivity Fields (columns) andContact Fields (columns) that will show on your report.

Learn more about creating your own column set here.

send our support team an email

The next page will show you a preview of your report. You can choose toConvert to PDForCSV in the top right. You can also save as a template in the top right, which will enable you to easily print off this report again later on, usingits set filters and column sets.

Note: If you save this as a report template,you can open theReportspage from the left sidebar and generate that report again. It will be listed with the rest of your custom reports toward the bottom.

Special Use Cases

Split Transactions

When splitting a transaction between multiple campaigns, the parent transactions are omitted in Sum Totals. Here is how to also omit parent transactions from reports.

Filter the following:

(OR(AND(Split Transaction: Yes, Split Children: Yes),Split Transction: No)

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

As a company that takes data security and privacy very seriously, we recognize that Kindful’s information security practices are essential to you.

Overview

Here’s some general information below to give you confidence in how we secure the data entrusted to us.

Linked Articles:

- PCI Compliance

- Your Data's Safety in Kindful

How we protect your personal data

Kindful takes precautions to safeguard your data against loss, theft, and misuse, as well as unauthorized access, disclosure, alteration, and destruction.

Protecting your privacy

We hold your account information, lists, and data in strict confidence. We do not now, nor will we ever, rent or sell your data to any third party. The only time Kindful shares any information related to your Kindful account with an outside organization is if:

Kindful is highlighting examples of your templates, campaigns or case studies and have obtained your permission prior to the divulging of such information, or

Kindful is reporting on or using our overall customer base and activity, in which case we divulge general, aggregate (non-personally identifiable) information.

You, the client, connects a partner integration and agrees to provide data access to the partner (e.g., Mailchimp),

the outside organization is the federal government or another agency empowered to require us to divulge your personal or account information.

EU Charities and Residents

With the new privacy and personal data protections introduced with the GDPR, we’ve implemented processes to help you with the GDPR.

Canadian Charities

If a Kindful customer is located in Canada (as determined by their Kindful account settings) then Kindful stores said customer’s data on our Canadian servers.

Protection from Data Loss, Corruption

We mirror account data and continually back up data off-site.

Server Redundancy: We employ redundancy in our architecture to maintain maximum uptime. If the need ever arises, we have the ability to failover our systems to a second data center with minimal downtime

Kindful has established crisis plans to recover from various disaster scenarios.

Data backups: We use continuous point-in-time archiving to a second data center and regularly test those backups.

Kindful collaborates with integration partners to ensure data security between applications. Kindful leverags a third-party security and penetration testing to ensure Kindful meets a high standard for application security

Application Security

We hash and salt all Kindful account passwords. Not even our staff can view them. If you lose your password, it can't be retrievedit must be reset.

The entire Kindful application is encrypted with TLS.

Kindful enforces HTTPS / TLS connections for all web resources, including the admin portal and donation pages.

Cloud hosted services are firewalled and web traffic is routed through https load balancers, which protect against regional network outages and denial of service attacks.

All changes to the software are peer-reviewed, and Kindful employs various Quality Assurance practices including functional, regression, and automated testing.

We monitor usage of our online donation pages and employ a CAPTCHA feature when usage patterns appear fraudulent.

We employ various methods to ensure your Kindful user accounts are secure:

account lockout policy - after multiple failed attempts

password policy

session time-outs

Kindful’s integrated payment processors are PCI compliant: Click here to learn more about Kindful Payment Processing & PCI Compliance.

Internal IT Security

Kindful offices use keycard access for security.

All employee computers have encrypted hard drives and adhere to a long-and-strong password policy.

Our internal security team monitors our environment for vulnerabilities.

Internal Protocol and Education

We regularly train employees on best security practices, including how to identify phishing scams and hackers.

Kindful implements 2-factor security authentication to secure services used internally.

When a customer contacts us, we do not share account information with them unless we confirm they are. an admin user of the system, or employed by the client organization with permissions equal to the level of their request.

Employees that have access to customer data (such as tech support and our engineers) undergo additional security training outlining their responsibility in protecting customer data.

Account Protection & User Security

When creating your Kindful account, you create a username and a password that controls access to your account and all of the data stored within that account. Kindful stores a hashed version of your password for added security, but you understand and acknowledge that you are ultimately responsible for maintaining control of that username and password and for not sharing it with anyone else.

Controlling user access to your Kindful account is critical to maintaining security. As the Administrator of your Kindful account, you control who has access. Not sharing login credentials is essential so that you can control who has access to your Kindful account at all times.

We monitor and automatically suspend accounts for signs of irregular or suspicious login activity.

We monitor account and transaction activity for signs of abuse.

We provide the ability to establish tiered-levels of access within accounts.

We strongly discourage the sharing of user accounts; since there is no charge for additional user accounts, there is no reason not to create a unique account for every person who uses Kindful.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article is an FAQ for our Crowdfunding feature.

Linked Articles:

- Creating a Crowdfunding Campaign

- Crowdfunding vs. Campaigns

- Remove a Crowdfunding Team

- Inviting New Teams to Crowdfunding

- Create Teams from a Group

- How Team Totals are Calculated

- Understanding Crowdfunding Pledges

Donating to a Crowdfunding campaign vs a Team

If a donor gives directly on the Crowdfunding root page for the Crowdfunding campaign you've created, that transaction will not be attributed in a way that moves the needle. In creating a Crowdfunding campaign, you chose which Campaign you'd like it to funnel into. A donation directly to a Crowdfunding campaign will be attributed to the Campaign that Crowdfunding campaign is funneling into.

To make that transaction go toward a Crowdfunding campaign, it will need to be attributed to a specific Team. After someone has donated directly to it, you can edit that transaction and change the attribution to go toward a specific Team within that Crowdfunding campaign.

You can choose any team you'd like, or create your own team that you use to funnel some of these generic transactions into.

How to attribute a recurring transaction to a team

To get recurring to display on a Crowdfunding team page, you need to go to donor's profile and click on the Payment Info tab. From there, you need to Edit the Recurring Transaction itself, and make sure it is pointing to the proper campaign, Crowdfunding campaign name, and team.

Can a donor give anonymously?

Yes, when donors give via a crowdfunding page, post-donation, they have an option to A) leave a note in support that will display in the recent donations ticker and B) make their gift anonymously. Making the gift anonymously means that the name is hidden on the ticker on the team page, but your organization will get the proper information for things like tax receipting.

send our support team an email

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Whetheryou’vejustcreatedaKindfulaccount,orifyouhave10,000contactsand

needtoimport morefromanothersystem,our Import Data tool allowsyoutoeffectivelyimportcontactsandtransactions (donations) intoKindful.

The Import Data tool is suggested for advanced users. We ask you please read the instructions and the linked FAQ article found below carefully to ensure you move through the process smoothly.

Overview

Downloadour CSV templates and fit your source data into our templates

Importyour data into your Sandbox (testing) account.Sandbox is a separate, temporary environment that allows you to verify your data was matched into Kindful correctly before finalizing the move.

Verifyyour data and finalize your import to show in your live account.

Note:once you schedule animport into your live account, there is no way to undo this step.

Linked Articles:

-Please read through Preparing Your Data for Import beforeattempting to follow this article.Linked Articles:Linked Articles:

- See the bottom of this article to learn about and download the templates

- Import Tool FAQ

Step 1 Enter Sandbox to Begin the Import

1. ClickContacts & Activitiesfrom the left sidebar, and then clickImport Data.

send our support team an email

2. You will enter into a new page that lacks the typical menu bar on the left-hand side. You have moved into what is called Sandbox, and you will notice a link in the upper right-hand corner that will take youBack to Dashboardto exit the import flow and go back to your production account.

3. In the bottom left-hand corner clickNew Import

Understanding Sandbox

Sandbox is a testing environment where the Import Data tool initially puts your data.

Think of it as a practice run. Your data is placed here first so you can seewhat everything will look likebefore you finalize the data and push it into your live account.

If you import data, and find out you did some things incorrectly, or some fields didn't translate the way you expected, no worries while you're in Sandbox, you can wipe the pending import and try again.

We'll remind you later on to make sure you check your data before finalizing. For now, just be aware that for the next handful of steps, you'll be inSandbox, and any changes you make will not be permanent until you finalize.

Note:Sandbox is where you can check and verify the data you've imported. Once you finalize and leave Sandbox, there is no going back. You cannot undo an import after finalizing.

Questions about Sandbox? Learn more here.

Step 2 Preparing for import

Once you’re inSandbox and you’ve started a New Import, the Data Import tool will guide you through the process.

The first step will designate what type of data you’re importing.

From the dropdown menu, there are options to select Import Contacts, Import New Transactions for Existing Contacts, or Import All New Contacts & Transactions.

Depending on which of these routes you take will allow you to download the appropriate templates. You can download them by clicking Download Template, or you can download them at the bottom of the Preparing Your Data for Import article.

Import scenarios

Contacts Onlywill give fields for contact, organization, and relationship data

New Contacts & Transactionsis designed as an initial import of contact and transactional data

Transactions Only (for existing contacts)will give fields to add new transaction data to contacts you already have in Kindful. To be able to append properly, you must have a First Name, Last Name, and Email on the Contact profile in Kindful that matches those same three fieldsexactly in the file you are importing

Transactions will import to the default currency set on your account.

Once the templates are downloaded, copy your data into them before proceeding to the next step.

Note:Your data must be copied into one of our templates before continuing.

After yourdata has been copied into our template(s), click Continue to Upload in the bottom right-hand corner.

Tip:If you need a field that isn't in our supplied template, feel free to add custom columns, and import those as Contact Custom Fields.

Step 3 Uploading your data

Now that you’ve readied the templates, you’re set to upload. Drag and drop (or click to upload) your files into the blue box.

Whenthe files are finished uploading, click Continue to Match in the bottom right.

Note:If you're importing both contacts and transactions, and you've uploaded more than one file, assign the proper file type to the template using theData Type dropdown.

Confirm your file(s) type, and then click Match by each file to proceed to the matching phase.

Step 4 Matching

When you start the matching process, Kindful will automatically detect as many fields as possible from your data. The fields that couldn't be guessed will be highlighted in red.

Tip:This will almost always be 100\% successful if you use the templates we provide.

Check the columns Kindful was able to guess verycarefully. Click the Kindful Field dropdown and select the proper field if it’s incorrect.

Click Save Matchesin the lower right-hand cornerwhen you’ve finalized your choices.

After you’ve finished matching, you’ll be taken back to the upload screen. You’ll have the chance to match any additional files from your import at this point.

When you’ve completedall matching, selectContinuein the bottom right-hand corner.

You will now see notification that the process of import has begun. We will alert you via email when this initial import to Sandbox has completed. Be sure to keep this page open, and if you need to go into your production account, simply click theBack to Dashboardbutton in the top right-hand corner and open that link in another tab or window.

Step 5 Verifying your data

When your data is finished being imported by our system, you’ll receive an email from [email protected] with the subject line:Your Import is Ready for Review!Open this email and click Review Import. On the page that loads, you can clickReviewin the Actions column.

Here's your chance. Make sure you review as much as you need to assure yourself thatyou've done everything correctly.

Take a look at the overview of the imported data

Check a handful of Contactsto see if you can find the data you just imported

Take a look at yourActivities and see if that's reflecting your new data correctly

Tryfiltering by campaign or transaction dates to see if all your transactions were imported

Check anywhere that may have been affected by the data you just imported

Step 6 Finishing your import

Moving forward here means that you've spent ample time making sure all your data was imported correctly. There shouldn't be any doubt that everything looks perfect before moving forward.

After you've thoroughly combed your data, click on theFinalize Import button inthe lower right-hand corner of your account.

Read through the disclaimer.Confirm the data, select the checkbox in the lower left-hand corner of the box, and click Proceed if everything looks good, or selectCanceland then Delete and Start Over to redo the process.

After you hit Proceed, it could take a few minutes up to an hour for your data to show. If you're still not able to see your newest import after an hour, please contact support.

After your import is complete

If you have existing contacts in Kindful, and then use the Data Import tool to import new contacts, be sure to check for potential contact duplicates by going to Contacts & Activities >Contact Duplicates.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

At the core of Kindful is your database: a place for you to create, store, and reference your donors’ information. But a database is only as good as its data. Which is why you’ll need to move everything over to Kindful as smoothly and efficiently as possible.

In this process, before we even begin importing anything, there are many details to consider in gathering and preparing your data.

Overview

Download our CSV templates and fit your source data into our templates.

Import your data into your Sandbox (testing) account.Sandbox is a separate, temporary environment that allows you to verify your data was matched into Kindful correctly before finalizing the move.

Verify your data and finalize your import to show in your live account.

Before you begin

If you're planningto import contact data, transaction data, or both into Kindful, you're in the right place. If you're trying to import something other than contact or transaction data,it's probably a good time for you to contact support.

If you’re the one who will be diving into Kindful’s data importing, we suggest you’re a technical user comfortable with CSV files. You should understand the structure and format of your source data to prevent any errors when importing.

Types of data that can be imported:

Contacts (person or organization contacts)

New transactions (only cash, check, credit, stock, or EFT transactions)

You can find our templates at the bottom of this article.

Note: Custom Contact Fields cannot be updated. The Import Wizard does not update existing custom fields or merge new data with existing custom fields. It is possible that by importing data, you could be creating duplications in Kindful.

Other considerations

Following are the accepted transaction typesfor the Import Wizard.

Check Transaction

Cash Transaction

Credit Transaction

Paypal Transaction

Square Transaction

Stock Transaction

EFT

If the spelling of anytransaction typein your source file doesn’t exactly match the spelling of Kindful's transaction type, then your transactions will be matched to our standard transaction type (which is check).

There are two considerations when it comes to importing campaigns and funds.

If your source file contains a campaign column, and you have a campaign in Kindful with the same name, the import will update the existing campaign

Ifcampaigns in your source file are not consistent with campaigns in Kindful, new campaigns will be created

The Import Wizardwill assign transactions without a specified fund name or campaign name to a "General" fund or "General" campaign

If any of the following applies to you, we recommend you go a different route to import your data. Please contact us to learn more about our Custom Services.

If you could use expert advice and best practices matching your specific data to Kindful

If you need to import groups, relationships, soft credits, pledges, non-cash gifts, documents, notes, or crowdfunding teams

If you need to import campaign data other than campaign name

File formats

The types of files and formatting you use are the most important piece to importing your data correctly. Please make sure you follow ourguidelines.

The Import WizardONLY accepts CSV files

Please use our templates copy data from your files into the templates we provide (you can download them at the bottom)

The maximum file size accepted is 256MB

The first row needs to contain the field names (e.g. First Name, Email, Mobile Phone)

Make sure every column has a header or it won’t be imported

Each record must take up only one line

All your distinct fields must be organized into their own columns

Please ensure your files contain ONLY records, excluding fieldslike totals orphotos

About the templates

Based on what you're importing, there are three template options.

Contacts CSV for new contacts only

Transactions CSV new transactions for existing contacts. To be able to append properly, you must have a First Name, Last Name, and Email on the Contact profile in Kindful that matches those same three fieldsexactly in the file you are importing

Contacts and Transactions CSV new contacts with accompanying transactions

Note:Make sure any date formatting matches the following: mm/dd/yy or mm/dd/yyyy

More resources

List of fields available for import in ourData Import Tool

Contacts

Contact - Name

Contact - Address

Contact - Address 2

Contact - Alternate Email

Contact - Alt. Phone Number

Contact - Alt. Phone Number 2

Contact - Alumnus

Contact - Birthday (mm/dd/yy or mm/dd/yyyy)

Contact - Church

Contact - City

Contact - Comments

Contact - Country

Contact - County

Contact - Created At (mm/dd/yy or mm/dd/yyyy)

Contact - Custom Field

Contact - Deceased

Contact - Degree

Contact - Email

Contact - Emergency Contact

Contact - Emergency Phone

Contact - Employer

Contact - Fax

Contact - First and Last Name

Contact - First Name

Contact - Formal Letter Name

Contact - Gender

Contact - Graduation Year

Contact - ID

Contact - Informal Letter Name

Contact - Last Name

Contact - Middle Name

Contact - Mobile Phone

Contact - Name Prefix

Contact - Name Suffix

Contact - Occupation

Contact - Phone

Contact - Postal Code

Contact - Preferred Name

Contact - Retired or Not Employed

Contact - Second Degree

Contact - Second Graduation Year

Contact - Spouse

Contact - Spouse Email

Contact - Spouse Occupation

Contact - Spouse Phone

Contact - State

Contact - Title

Contact - Website

Contact - Work Phone

Organization Name

Funds

Campaign Name

Fund - Name

Transactions

Transaction - Acknowledged

Transaction - Amount in Dollars

Transaction - Card Last Four

Transaction - Check Number

Transaction - Contact ID

Transaction - Custom Text 1

Transaction - Custom Text 2

Transaction - Custom Text 3

Transaction - Date (mm/dd/yy or mm/dd/yyyy)

Transaction - Note

Transaction - Type

List of Countries

Countries must be formatted as follows (case-sensitive) or they will default to United States.

Afghanistan

Aland Islands

Albania

Algeria

American Samoa

Andorra

Angola

Anguilla

Antarctica

Antigua and Barbuda

Argentina

Armenia

Aruba

Australia

Austria

Azerbaijan

Bahamas

Bahrain

Bangladesh

Barbados

Belarus

Belgium

Belize

Benin

Bermuda

Bhutan

Bolivia

Bonaire, Saint Eustatius and Saba

Bosnia and Herzegovina

Botswana

Bouvet Island

Brazil

British Indian Ocean Territory

British Virgin Islands

Brunei

Bulgaria

Burkina Faso

Burundi

Cambodia

Cameroon

Canada

Cape Verde

Cayman Islands

Central African Republic

Chad

Chile

China

Christmas Island

Cocos Islands

Colombia

Comoros

Cook Islands

Costa Rica

Croatia

Cuba

Curacao

Cyprus

Czech Republic

Democratic Republic of the Congo

Denmark

Djibouti

Dominica

Dominican Republic

East Timor

Ecuador

Egypt

El Salvador

Equatorial Guinea

Eritrea

Estonia

Ethiopia

Falkland Islands

Faroe Islands

Fiji

Finland

France

French Guiana

French Polynesia

French Southern Territories

Gabon

Gambia

Georgia

Germany

Ghana

Gibraltar

Greece

Greenland

Grenada

Guadeloupe

Guam

Guatemala

Guernsey

Guinea

Guinea-Bissau

Guyana

Haiti

Heard Island and McDonald Islands

Honduras

Hong Kong

Hungary

Iceland

India

Indonesia

Iran

Iraq

Ireland

Isle of Man

Israel

Italy

Ivory Coast

Jamaica

Japan

Jersey

Jordan

Kazakhstan

Kenya

Kiribati

Kosovo

Kuwait

Kyrgyzstan

Laos

Latvia

Lebanon

Lesotho

Liberia

Libya

Liechtenstein

Lithuania

Luxembourg

Macao

Macedonia

Madagascar

Malawi

Malaysia

Maldives

Mali

Malta

Marshall Islands

Martinique

Mauritania

Mauritius

Mayotte

Mexico

Micronesia

Moldova

Monaco

Mongolia

Montenegro

Montserrat

Morocco

Mozambique

Myanmar

Namibia

Nauru

Nepal

Netherlands

Netherlands Antilles

New Caledonia

New Zealand

Nicaragua

Niger

Nigeria

Niue

Norfolk Island

North Korea

Northern Mariana Islands

Norway

Oman

Pakistan

Palau

Palestinian Territory

Panama

Papua New Guinea

Paraguay

Peru

Philippines

Pitcairn

Poland

Portugal

Puerto Rico

Qatar

Republic of the Congo

Reunion

Romania

Russia

Rwanda

Saint Barthelemy

Saint Helena

Saint Kitts and Nevis

Saint Lucia

Saint Martin

Saint Pierre and Miquelon

Saint Vincent and the Grenadines

Samoa

San Marino

Sao Tome and Principe

Saudi Arabia

Senegal

Serbia

Serbia and Montenegro

Seychelles

Sierra Leone

Singapore

Sint Maarten

Slovakia

Slovenia

Solomon Islands

Somalia

South Africa

South Georgia and the South Sandwich Islands

South Korea

South Sudan

Spain

Sri Lanka

Sudan

Suriname

Svalbard and Jan Mayen

Swaziland

Sweden

Switzerland

Syria

Taiwan

Tajikistan

Tanzania

Thailand

Togo

Tokelau

Tonga

Trinidad and Tobago

Tunisia

Turkey

Turkmenistan

Turks and Caicos Islands

Tuvalu

U.S. Virgin Islands

Uganda

Ukraine

United Arab Emirates

United Kingdom

United States

United States Minor Outlying Islands

Uruguay

Uzbekistan

Vanuatu

Vatican

Venezuela

Vietnam

Wallis and Futuna

Western Sahara

Yemen

Zambia

Zimbabwe

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Utilize RaiseDonor 's beautiful donation pages with Kindful's powerful analytics.

Overview

This article explains how to connect RaiseDoors to Kindful.

In RaiseDonors:

The Kindful integration is included as part of the RaiseDonors Pro plan. If you aren't already on the Pro Plan, upgrading is easy.

In Kindful:

You'll need your Kindful administrator username and password to complete the integration.

Linked Articles:

- RaiseDonors FAQ

Getting Started (from Kindful)

To connect to RaiseDonors from Kindful, navigate to the App Directory (Apps > App Directory). Find RaiseDonors, and click onLearn More.

send our support team an email

ClickConnect.

You will be prompted to log in to your RaiseDonors account.

Upon successful authenticating with RaiseDonors, you'll now be asked to review the permissions RaiseDonors is asking to receive. Click Authorize.

Getting Started (from RaiseDonors)

Log into RaiseDonors and head over to the integrations page.

Next, click the link to authenticate with Kindful.

You'll be taken to a Kindful login page at Kindful. This is where you need to supply your Kindful administrator username and password.

Upon successfully authenticating with Kindful, you'll now be asked to review the permissions RaiseDonors is asking to receive. Click Authorize.

After authorization, you'll be redirected back to RaiseDonors. At this point, you have successfully authenticated RaiseDonors with Kindful.The next sections walk you through the configuration.

Contacts

You will want to configure how contacts are matched.There are a few options to match incoming Contacts. You can read more in detail at our developer hub here.

External ID

This is the recommended choice. This will send the donor ID from RaiseDonors to Kindful and use the RaiseDonors' donor ID to match the incoming gift to the existing contact in Kindful.

First name + Last name + Email

This option uses all three data points to match incoming gifts with contacts in Kindful.

Email

Uses the email address provided on the donation to match the incoming gift with contacts in Kindful.

Company name + Email

This option both data points to match incoming gifts with contacts in Kindful.

Transactions

Mark transactions as acknowledged?

Check the "Mark transactionsas acknowledged" box if you'd like the RaiseDonors donations to be marked in Kindful as already having been acknowledged.

Include test transactions from RaiseDonors

Check this box if you would like to have test transactions sent through to Kindful. Leaving this uncheckedwill configure your integration to send only live, approved donations to Kindful.

Every transaction sent to Kindful will include these basic notes:

Fund allocations

Donation ID

Gift Type:

One time

New recurring schedule

Recurring schedule instance

Referral URL (If your donor was referred from any website to give a gift, that original url will be included.)

Authorization Number

Transaction ID

RaiseDonors Page where the donation originated

Any comment from the donor provided in the donation

Shipping address (when applicable)

Include verbose notes with each transaction

Check this box to include this additional information for each donation:

Payment information details

(ie: credit card type, last 4 digits, expiration date, and gateway name)

Motivation Code

Source Code

Google UTM codes

IP address of the donation

Product Name and Product Code (when applicable)

Media outlet (when applicable)

In Honor of / In Memory of information

Gift aid (True / False)

Test Mode (True / False)

Data Formatting

Country Code Name Format

Configure how Country names will be sent to Kindful.

Available options:

Full name - ie: United States

ISO3 - ie: USA

ISO2 - ie: US

US State Name Format

Configure how State names will be sent to Kindful.

Available options:

Full name - ie: Texas

ISO2 - ie: TX

Deliver Error Notifications to the Following Email Address(es)

If there is an issue with the integration to Kindful, an email can be sent with detailed information to the addresses provided here. Be sure to separate multiple addresses with a comma.

Debug Mode

RaiseDonors can log the entire payload (information message) sent and received to/from Kindful. This is helpful for troubleshooting purposes.

We advise to always leave this enabled as it records a lot of information related to all transactions and donors.

Also please note, turning this feature on will not retroactively record the information sent to Kindful. It's only records data after it is enabled.

Save & Activate

Please be sure to click the save button to activate the integration.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Utilize RaiseDonor 's beautiful donation pages with Kindful's powerful analytics.

Overview

This article contains FAQ's pertaining to the RaiseDonors + Kindful integration.

Linked Articles:

- RaiseDonors Integration

What Actions Trigger an Integration to Kindful?

Currently, RaiseDonors onlysupportsthree of these events with Kindful:

New Donation (one-time and/or recurring)

Refunding donation

Updating donor information. Whether the donor or admins makes changes, those will be pushed to Kindful.

All other events are currently ignored.

Does Kindful Support RaiseDonor's Fund Distribution?

Although Kindful allows for split transactions natively, this integration does not support split fund gifts. RaiseDonors will include any fund allocation information in the gift's notes field. You can monitor incoming gifts and read the notes field to see if multiple funds allocations are provided.

How Does the Data Map?

RaiseDonors Data

Kindful Data

Objects

Objects

Donation

Transaction

Donor

Contact

Recurring Schedule

N/A

Page

Campaign

Fund

Funds

Properties

Properties

Donation.Id

transaction_Id

Donation.Amount

Transaction Amount

"Once" or "Monthly" for recurring gifts

N/A

Donation.DateCreated

created_at

Simple or Verbose Notes (*)

Gift Notes

"Credit Card" or "ACH" depending upon gift type

Transaction Type

card brand (if gift type = CC)

n/a

Donation.SourceCode

Donation.Donor.FirstName

First Name

Donation.Donor.LastName

Last Name

Donation.Donor.Id

Donation.Donor.Email

Email

Donation.Donor.Phone

Phone Number

Donation.Donor.BillingAddress.Address1

Address Line 1

Donation.Donor.BillingAddress.City

City

Donation.Donor.BillingAddress.State

State / Province

Donation.Donor.BillingAddress.Postal

Postal Code

Donation.Donor.BillingAddress.Country

Country

If Multiple Funds...

Donation.Fund[x].Amount

Will be sent in the Gift Notes.

Donation.Fund[x].Code

Donation.Fund[x].Name

If Premium...

Donation.Page.ProductCode

Will be sent in the Gift Notes.

Donation.Page.ProductName

Donation.Page.QuantityIncluded

Donation.Page.FairMarketValue

This value will be sent over as the non tax deductible amount. The gift will also be marked as "not a donation".

How Are Refunds Shown?

When an administrator performs a void or refund inside of RaiseDonors, the API will send an update to Kindful to indicate this on the gift.

Does this Integration Offer Gift Aid Support?

If a donor is located in the United Kingdom and your donor opts into Gift Aid, RaiseDonors will send this information along in the gift comments.

Is Corporate Matching Supported?

If one of the corporate matching integrations is enabled, and the donor has provided information for his/her employer, RaiseDonors will include this information in the gift comments.

What is Included with Verbose Notes?

By default, RaiseDonors will include the following information in the gift comments:

Fund allocations

Donation ID

Gift Type:

One time

New recurring schedule

Recurring schedule instance

Referral URL (If your donor was referred from any website to give a gift, that original url will be included.)

Authorization Number

Transaction ID

RaiseDonors Page where the donation originated

Any comment from the donor provided in the donation

Shipping address (when applicable)

Verbose notes will include the following,

Payment information details

(ie: credit card type, last 4 digits, expiration date, and gateway name)

Motivation Code

Source Code

Google UTM codes

IP address of the donation

Product Name and Product Code (when applicable)

Media outlet (when applicable)

In Honor of / In Memory of information

Gift aid (True / False)

Test Mode (True / False)

How is Organization vs Person Giving Supported?

If the donor supplies an organization name while donating, the organization name and the donor name will be sent to Kindful.

How are Recurring Donations from RaiseDonors Handled?

Whether the gift is a one time, the creation of a recurring gift, or a donation assigned to a recurring schedule, the data is sent to Kindful in the same way. The only difference will be indicated in the gift comments, providing context about the gift and the associated recurring schedule.

Are Anonymous Donations Supported?

Not at this time.

How are Media Attributions Indicated in Kindful?

If a donation includes a media attribution, RaiseDonors will include this value in the gift comments.

How are Donations with Products, Shipping Address, Fair Market Value, and Tax Deductible vs Non-Tax Deductible Shown?

If a donation in RaiseDonors includes a product, the gift sent to Kindful will include a non-tax deductible amount, equal to the fair market value as indicated in RaiseDonors. The shipping address will be included in the gift comments.

Do Changes Made in the Donor Portal Sync?

Any changes the donor makes to his/her contact information directly from RaiseDonors will be sent to Kindful.

Do Historical RaiseDonors Transactions Sync to Kindful By Default?

This is a "point-in-time" integration, which means that everything received in RaiseDonorsafter the integration is connected will sync, and nothing in your RaiseDonors account prior to connecting will sync to Kindful. If you need assistance getting historical information sent from RaiseDonors to Kindful, please contact RaiseDonors.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

We are excited you are interested in Conversion Tracking!

Please note:This guide is for someone who already has an understanding of Google Analytics and Ad Grants. If you need assistance regarding Google Analytics and/or Google Ad Grants, please visit this link.

The Google Ad Grants Program helps nonprofits connect with relevant audiences and drive meaningful outcomes online by providing up to $10,000 per month in FREE Google search ads. Ad Grants can deliver upwards of 5,000 additional site visitors every month which means more donors, supporters and volunteers for your organization.

But many nonprofits aren’t yet taking advantage of this free program. And those that are may not be optimizing their organization’s Google Ad Grant account to ensure compliance and generate maximum impact.

Kindful has partnered with Google to offer exclusive, powerful tools to help our Kindful Partners make the most of their Ad Grants. These best practices and simple solutions can help you make data-driven decisions and improve the effectiveness of your Google ads - just in time for Giving Season!

First things first: Claim your $10,000 per month of free Google advertising now.

Overview

Kindful has partnered with Google to offer exclusive, powerful tools to help our Kindful Partners make the most of their Ad Grants.

Maximize your Ad Grants with conversion tracking:Your Ad Grant can drive 5,000+ visits per month, but are you effectively tracking the actions those visitors are taking on your website and optimizing toward your goals? Simply link your Google Ad Grant account to Kindful to start improving performance and drive more and better conversions.

Use automated tools like smart bidding to maximize performance and ease operational burden: You may think you need deep marketing experience to expertly spend your Google dollars, or that you can’t bid over $2 for competitive terms. Google’s automated solutions rapidly analyze millions of signals to set the right bid for your goals and help you achieve a better ROI.

Send grants traffic directly to your Kindful donation pages: Usually, you can’t send Google Ad Grant traffic to any URL except your own, preventing nonprofits without masked URLs from collecting donations with Grant ads. Kindful is now an approved external destination for Google Ad Grants.

Before You Begin

Here's what you'll need before you can set up conversion tracking for transaction-specific values on your website andKindful donation pages:

AnAd Grantsaccount: Don't have one yet? Just takethese steps to set one up.

AGoogle Analyticsaccount:it’s free, and if you don’t have one, you can followthese steps to set one up. Please be sure to complete the final step: Copy and paste your Analytics code as the first item into the <HEAD> of every webpage on your website you want to track. Please see step 3 (below in this article) for help with Google Analytics and yourKindful donation pages.

A Kindful account. Click here to schedule a demo. If you already have a Kindful account, feel free to get started. You can always send our support team an email to contact a team member if you need assistance.

This article now goes into the setup instructions. You can learn more about how conversion tracking works and why to use it here: About conversion tracking.

Step 1: Link Your Google Analytics Account to your Google Ads Account

Your Ad Grants account can use information from your Google Analytics account to help improve the performance of your ads. To link your account, follow these instructions.If you use Adwords Express, the changes you make to your Google Ads account will carry over to your Adwords Express account, please proceed as instructed here.

send our support team an email

Step 2: Add Your Google Analytics Account to your Kindful Account

You can use one Google Analytics account to track behavior on and between your website and your Kindful pages.

In Kindful, add your Google Analytics Tracking ID on theSettings > General Settings page.

Step 3: Enable eCommerce Tracking in Google Analytics

You can use a feature called eCommerce tracking to track the donations you receive on Kindful donation pages. First, we’ll need to enable the feature in your analytics account. To do that:

Sign in to Google Analytics.

Click Admin,and on the far right side, confirm that theview column corresponds to your fundraising website.

In the VIEW column, click eCommerce Settings.

Set Enable eCommerce to ON.[There is no need to enable “Enhanced eCommerce.]

Click Next step.

Click Submit.

It may take up to 24 hours for transactions to appear under the Ecommerce section in Google Analytics.

For more details on this feature, please find help here.

Step 4: Add your Kindful URL to the Referral Exclusion List

When your donor crosses from your primary domain (yournonprofit.org) to your Kindful page (https://SUBDOMAIN.kindful.com/...), Analytics interprets that as the donor having been referred by your primary domain to your secondary domain, and Analytics counts that as separate visits. This doesn’t accurately reflect your donors’ experience, so we recommend setting up an exclusion list.

Please follow the instructions for implementing a referral exclusion list, adding any subdomains you may have for donations, special events or merchandise.

Step 5: Enable Cross-Domain Tracking in Google Analytics

If you’ve embedded your Kindful donation plugin into your website page, so that your donor stays on your website (yournonprofit.org) throughout the entire transaction, you can skip to Step 7.

In order to recognize the visits that start at your primary domain (yournonprofit.org) and end at your Kindful donation page (https://SUBDOMAIN.kindful.com/...), you’ll need to help Google Analytics connect the two.

Reminder if you have not done so previously. In Kindful, add your Google Analytics Tracking ID on theSettings > General Settings page.

We recommend using the Google Tag Manager for this. The instructions for setting up Cross Domain tracking in Google Tag Manager can be found here: https://support.google.com/tagmanager/answer/6164469?hl=en

If you are using Analytics.js, please follow the instructions here. Please note that it is not required that you set up reporting views and filters.

You can verify that this is set up correctly by clicking a link on your website that links out to a Kindful donation page. Upon the click of that link, you should now see an extra URL parameter that looks something like this:

&_ga=2.201369361.1847218802.1573680817-977570014.1573241361 (however, with different numbers)

Step 6: Enable Conversion Tracking in Your Ad Grants Account

Please note, it may take 24-48 hours after enabling eCommerce tracking in Analytics for your transactionsto be available for import into your Ad Grant account.

Enable conversion tracking in Google Ads, with the following steps:

Click on the tools buttonin top right corner and select Conversions (under Measurement)

Click thebutton in the top left corner to add a new Conversion

Select Import

Select the radio button “Google Analytics” and continue

If you have correctly turned on Ecommerce tracking in Analytics, you will see a conversion called “Transactions.” Select this and any other Conversions you have set up in your nonprofit’s Analytics account

Select Import and Continue

Click Done

You will now be able to see which ads, keywords, and campaigns are leading to donations, as well as the donation value attributed to each. If you would like to further name and customize the settings of your transaction conversions, please follow the instructions here.

Step 7 (Optional): Bid Over the Manual Bid Limit of $2 By Enabling "Maximize Conversions"

Congratulations! You’ve done the hard part, and now you can benefit by letting Google Ads find more potential donors. This can be done by enabling a Maximize Conversions bidding strategy.For most of your campaigns, the maximum bid is $2.00 USD for manual and most automatic bidding types, except the conversion-based bidding strategies of Maximize Conversions, Target CPA, or Target ROAS.Now that you’ve enabled conversion tracking, you can enable conversion-based bidding strategies, which will lift the cap on your maximum bid.This can be done by enabling a Maximize Conversions bidding strategy.

Here’s how:

Navigate to the “Campaigns” section of Google Ads on the left-hand menu, below “Recommendations” and above “Ad Groups”

Select one or more campaigns that are aimed at driving donations in the data view.

In the edit panel, click the Edit link in the “Change bid strategy” section.

Select the “Maximize Conversions.”

Click Apply.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article provides a thorough overview of how data stays in sync between Kindful and QuickBooks. It’s important to understand how the two systems interact before connecting QuickBooks to Kindful, so be sure to review this article in entirety before connecting.

If you'd like more to learn more about QuickBooks and how it can benefit your organization, please visit this link.

This integration can save you hours that you may have otherwise spent manually double entering data, or exporting and importing CSV files.

Versions of QuickBooks compatible with this integration:

QuickBooks Desktop for PC

QuickBooks Online

QuickBooks Non-Profit

Note: This integration is not currently compatible with QuickBooks Desktop for Mac

Linked Articles:

- QuickBooks Desktop Troubleshooting

- How does QuickBooks terminology map to Kindful?

- QuickBooks Online FAQs

- QuickBooks Desktop FAQs

What data syncs between Kindful and QuickBooks?

The video below provides an overview of what elements sync between Kindful and QuickBooks and how.

For even more information, here is a breakdown of how each element stays in sync:

send our support team an email

A Contact is anyone that you have stored in your database. This can include people who have or have not given.

Your entire customer list in QuickBooks will sync into Kindful as Contacts. The sync of this element is not regulated by your Sync Date, and will always remain in a two-way sync.

Kindful will only send a Contact to QuickBooks as a Customer if they have a Transaction on their contact history.

Can I limit which customers in Quickbooks sync into Kindful?

No. All your active QuickBooks customers will sync into Kindful as contacts. Even if a customer in QuickBooks does not have a sales receipt on file, they will still sync into Kindful.

A Transaction is a monetary contribution that one of your Contacts has made. This contribution is in the form of cash, check, or credit.

The flow of sales receipts and transactions can be regulated by a Sync Date. You can choose which date your Quickbooks Sales Receipts start to flow into Kindful as Transactions. You can also choose which date your Kindful Transactions flow into QuickBooks as Sales Receipts.

Please Note: Sales Receipts and Transactions are the only donation-related element that stays in sync between QuickBooks and Kindful. Kindful does not send Pledges, Non-Cash gifts, or Soft Credits to QuickBooks. QuickBooks does not send Invoices, Payments, or Deposits to Kindful.

What if I’m tracking donations in a different way than Sales Receipts?

If this is the case, you can still use the Quickbooks integration, but you’ll need to import your donation history via CSV files. You’ll also need to be willing to change your workflow in Quickbooks, since Kindful will only ever send transaction information into QuickBooks as a sales receipt.

Campaigns are the main building blocks of Kindful’s financial structure. They’re defined as donor-facing initiatives or projects.

Your Classes stay in a two-way sync with your Campaigns. Each time you add a new Class/Campaign in one system, it syncs into the other.

There is an option to completely disable the sync between Class/Campaign sync entirely. This needs to be done in partnership with a member of our support team. Disabling this portion of the sync will mean that when your Transactions sync to QuickBooks as Sales Receipts, they will only be focused towards an Income Account and Item, and no class data will be tracked.

Can I map a different Quickbooks element to be used in Kindful as a Campaign?

No.Only QuickBooks Classes are able to map to Kindful Campaigns.

Funds are the secondary building blocks of Kindful's financial structure. They provide an admin-facing way to group your Campaigns together.

Your Income Accounts are in a one-way sync with your Funds. This means that after you connect Quickbooks to Kindful, if you need a new Fund in Kindful, you must first add it as an Income Account in QuickBooks.

Does any other type of account in my chart of accounts sync with Kindful, such as Bank Accounts or Expense Accounts?

Since Kindful is only tracking incoming donations, only Income Accounts from Quickbooks sync into Kindful as Funds.

Designations pair with each Fund in Kindful to ensure that your transactions sync into QuickBooks in the correct place. Each Fund that you want to use in this integration must be assigned a default designation.

Your Items/Products & Services are in a one-way sync from Quickbooks to Kindful. If you want to add new Designations in Kindful, they must first be added as an Item in Quickbooks, and assigned to the desired Income Account.

Each Income Account that you want to use in Kindful as a Fund must be assigned a unique Item/Product & Service in QuickBooks. For example: If you have an Income Account in QuickBooks called “Events,” it might also be assigned an “Events” Item.

QuickBooks Desktop calls these “Items” and QuickBooks Online calls these “Products & Services.”

What if I’m not selling Items/Products & Services?

Kindful uses your Item/Products & Services as designations, but this does not mean that your organization must be selling any physical items or be providing a service. Kindful needs at least one Item to be assigned to each Income Account you want to use as a Fund in Kindful. This is how the sync stays accurate. Assigning an Item/Product & Service in QuickBooks, will assign a Designation to a Fund in Kindful.

See How Your QuickBooks Data is Staying in Sync with Kindful

The video below walks through where to look to see how your QuickBooks elements have synced into Kindful.

Other Thoughts

I’m tracking donation history in a different way than the video describes. Can I still use the Kindful integration with QuickBooks?

If you and your team are willing to make changes to your workflow, then absolutely! The QuickBooks integration syncs very specific elements with Kindful, and there isn’t a way to map additional elements from QuickBooks into Kindful (or vise versa) that are not mentioned above.

If you decide you are willing to change your workflow, but still want your donation history brought into Kindful, you can do so via an import. Attached at the bottom of this article is the appropriate import file to use when formatting your data for this import. If you choose to go this route, make sure you are being mindful of the sync dates you choose when you connect QuickBooks to Kindful, in order to prevent duplicate transactions/sales receipts from syncing between the systems.

What is the recommended best practice for tracking transaction fees?

Since transaction fees are an expense incurred by the organization as opposed to the donor, we recommend that the transaction fees be recorded in an expense account as a lump sum per payout. This process is not automated by the integration, and will need to be completed separately.

Kindful's Payouts function (from the Gateways page) provides another useful application:

When transactions sync from Kindful to QuickBooks as sales receipts, those sales receipts (in QuickBooks) go into Undeposited Funds.From there, you can review the payout report (from Kindful) for that deposit made into your bank.Using the payout report, you will be able to compare the sales receipts to tie them to that bank deposit.Once that's done, you can add an additional expense line item where you note the transaction fee for that deposit, which can be found in the payout report.That line item should make your deposit amounts match in order for you to complete/close out that deposit.

How do I reconcile my deposits in QuickBooks (including the payouts from my payment gateway) against the sales receipts that were synced from Kindful?

The Kindful-QuickBooks integration does not send Payment Gateway Deposit data between the two systems.

When reconciling deposits made by your Payment Gateway, we recommend using Kindful's Batch Deposit Report (which displays payouts made by your gateway, and the transactions inside the deposit). Alternatively, you may also use any other report that your Gateway may provide to you directly.

Create a deposit in QuickBooks, and add the Sales Receipts (which automatically came into QuickBooks via the integration), to the deposit in QuickBooks.

Can I restrict the flow of Sales Receipts from QuickBooks to Kindful in any other way than the sync date, such as archiving my Funds once they're synced in from my QuickBooks Income Accounts?

No. Only the sync date restricts the flow of sales receipts. It's not recommended that you connect a QuickBooks account that contains sales receipts that do not represent donations.

How do transaction types map? (QuickBooks Online only)

When data syncs from QuickBooks to Kindful, Kindful currently supports 32 different Payment Methods from QuickBooks. We map QuickBooks "Payment Methods" into Kindful as "Transaction Types". The following Payment Methods are supported:

QuickBooks Payment Method

Kindful Transaction Type

cash

Cash

ca

Cash

check

Check

ck

Check

cheque

Check

paypal

PayPal

pp

PayPal

pay pal

PayPal

visa

Credit

mastercard

Credit

master card

Credit

diners club

Credit

american express

Credit

discover

Credit

mc

Credit

squarespace

Credit

credit

Credit

cc

Credit

credit card

Credit

wepay

Credit

electronic fund transfer

EFT

transfer

EFT

wire transfer

EFT

wt

EFT

achdebit

EFT

eft

EFT

e-check

EFT

payroll deduction

Payroll Deduction

direct deposit

Automatic Withdrawal

shopify

Shopify

stock

Stock

square

Square

If you use one of these Payment Methods in QuickBooks, it will automatically sync to the corresponding Kindful field. If these types are not used, it will sync over as “Cash”.

Once the integration is connected, the payment type mappings cannot be remapped. It is important to ensure that Payment Methods in QuickBooks are set correctly before connecting the integration.

When syncing data from Kindful to QuickBooks, if a corresponding Payment Method does not exist in QuickBooks, Kindful will create one for some of our Transaction Types.

Kindful Transaction Type

QuickBooks Payment Method

One Time Transaction

Credit

Recurring Transaction

Credit

Paypal

Paypal

Shopify

Shopify

Stock

Stock

Square

Square

Please note that some Transaction Types are not included on this list.

Credit, Cash, and Check can will sync; however, they need to manually be created as payment methods in QuickBooks prior to connecting the integration.

With this set prior to connecting the integration, as long as the Payment Methods in QuickBooks are strictly the word “Credit”, “Cash”, or “Check”, it will sync without needing custom mappings.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

The following FAQs apply to Kindful Customers who have integrated QuickBooks with their Kindful account.

Linked Articles

- Overview of the QuickBooks Integration

- QuickBooks Online: Getting Started

How do transaction types map?

When data syncs from QuickBooks to Kindful, Kindful currently supports 32 different Payment Methods from QuickBooks. We map QuickBooks "Payment Methods" into Kindful as "Transaction Types". The following Payment Methods are supported:

QuickBooks Payment Method

Kindful Transaction Type

cash

Cash

ca

Cash

check

Check

ck

Check

cheque

Check

paypal

PayPal

pp

PayPal

pay pal

PayPal

visa

Credit

mastercard

Credit

master card

Credit

diners club

Credit

american express

Credit

discover

Credit

mc

Credit

squarespace

Credit

credit

Credit

cc

Credit

credit card

Credit

wepay

Credit

electronic fund transfer

EFT

transfer

EFT

wire transfer

EFT

wt

EFT

achdebit

EFT

eft

EFT

e-check

EFT

payroll deduction

Payroll Deduction

direct deposit

Automatic Withdrawal

shopify

Shopify

stock

Stock

square

Square

If you use one of these Payment Methods in QuickBooks, it will automatically sync to the corresponding Kindful field. If these types are not used, it will sync over as “Cash”.

Once the integration is connected, the payment type mappings cannot be remapped. It is important to ensure that Payment Methods in QuickBooks are set correctly before connecting the integration.

When syncing data from Kindful to QuickBooks, if a corresponding Payment Method does not exist in QuickBooks, Kindful will create one for some of our Transaction Types.

Kindful Transaction Type

QuickBooks Payment Method

One Time Transaction

Credit

Recurring Transaction

Credit

Paypal

Paypal

Shopify

Shopify

Stock

Stock

Square

Square

Please note that some Transaction Types are not included on this list.

Credit, Cash, and Check can will sync; however, they need to manually be created as payment methods in QuickBooks prior to connecting the integration.

With this set prior to connecting the integration, as long as the Payment Methods in QuickBooks are strictly the word “Credit”, “Cash”, or “Check”, it will sync without needing custom mappings.

How do I create a new Designation?

To create a new Designation in Kindful, you actually need to create an Product/Service in QuickBooks. During the sync process, any new QuickBooks Product/Services will be imported into Kindful as Designations. Please note that Product/Service is sometimes called "Item" in QuickBooks.

Why are Campaign names in Kindful different than their corresponding Classes in QB?

Since Campaign names in Kindful can be public-facing (visible to donors), and Classes are an internal (accounting) concept in QuickBooks, you might want to name them differently.

If the short name field is empty in Kindful we will take the campaign name and use that when syncing to QuickBooks and also copy it to the short name.

Also,shortnameis usedin some Kindful Reports as they display better thus the character limit.If you are on QuickBooks online there is an extra 99 character limit and if you're on QuickBooks desktop that limit is 28 characters.

Please note, if you don't want the QuickBooks-Kindful integration to keep your Classes and Campaigns "in sync", then we can turn that off for you. This can be turned off even if you are already using the QuickBooks-Kindful integration. If you'd like to do this, Please contact support.

Can we have more than one Designation per Fund?

In Kindful, each Fund has only one default Designation. However, you can also set a default Designation on each Campaign, and you can set a Designation on a transaction directly (for ultimate flexibility in designating your transactions.)

How do I create a new Fund?

To create a new Fundin Kindful, you actually need to create an Income Accountin QuickBooks. During the sync process, any new QuickBooks Income Account will be imported into Kindful as Funds.

What happens if I use Income Sub Accounts in QuickBooks?

If you are usingIncome sub account in QuickBooks, they will be imported into Kindfulat the same level as Income Accounts. The Kindful-QuickBooks integration does not supporta hierarchy of Funds/Income Accounts. Your Income Accounts and Income Sub Accounts would all appear in Kindful as a "flat list".

Funds that I created in Kindful are not syncing into QuickBooks.

After you connect Kindful and QuickBooks, you will no longer be able to create Funds in Kindful. (Instead you would have to create an Income Account in QuickBooks; during the sync process a related Fund would then be automatically created in Kindful. If you created some Funds in Kindful (before you connected QuickBooks and Kindful) then it's best to reassign all of the Kindful Campaigns that you had associated with those "Kindful-Created" Funds to the Funds that were created automatically via the sync.

No valuesshow in the Designation dropdown when I edit a Fund in Kindful.

Funds created in Kindful can't be edited after you connect QuickBooks and Kindful. You'll want to stop using those Funds, and start using the Funds that were automatically imported from QuickBooks instead. It's a good idea to go through you Campaigns and ensure that each one of them is assigned to a Fund that came from QuickBooks (so that all of your transactions will sync to QuickBooks).

Do all of my Kindful Campaigns need to have a Default Designation?

A transaction needs to have a designation in order to sync to QuickBooks. The easiest way to ensure that your Kindful transactions will sync to QuickBooks is to set a Default Designation on all of your Funds Campaigns in Kindful. However, you don't need to do this. A transaction can get a Designation in one of the following methods:

A Designationcan be set directly on the transaction.

A transaction can inherit a Designation from its Campaign.

A transaction can inherit a Designation from its Fund, which it inherits from its Campaign.

Do all of my KindfulFunds need to have a Default Designation?

A transaction needs to have a designation in order to sync to QuickBooks. The easiest way to ensure that your Kindful transactions will sync to QuickBooks is to set a Default Designation on all of your Funds Campaigns in Kindful. However, you don't need to do this. A transaction can get a Designation in one of the following methods:

A Designationcan be set directly on the transaction.

A transaction can inherit a Designation from its Campaign.

A transaction can inherit a Designation from its Fund, which it inherits from its Campaign.

How often does the sync run?

If you're using QuickBooks Online, the sync process runs once an hour, for 12 consecutive hours a day based upon your Time Zone setting in Kindful.

Your first sync will get kicked off during the 6:00AM hour based upon your Time Zone setting in Kindful.

Your last sync for the day will get kicked off during the 5:00PM hour based upon your Time Zone setting in Kindful.

Why did my QuickBooks sync setting change from "Two-way Sync" to "One-way Sync" on it's own?

This is a safety measure that Kindful performs when we receive an error message from your QuickBooks account in order to ensure data integrity. If you find this has happened, please contact [email protected] so we can evaluate your specific error, handle it, and turn the Two-way sync back on.

I have duplicate contacts/customer records.

Don't delete customer records in QuickBooks: doing so will cause an issue. If you have multiple records for the same contact (customer) then merge the contact records using Kindful's Contact Duplicate Finder tool (or by performing a Merge in the Contacts page).

What happens behind the scenes is: the "Secondary" Contact record's activities are moved to the Primary Contact record, and the Secondary record is deleted in Kindful. Kindful will attempt to update QuickBooks with the change, however, QuickBooks has rules that may prevent the merge in QuickBooks. (For example, if a deposit has already been made an the Sales Receipt is "locked" in QuickBooks, we may not have the ability to "delete" the Secondary record in QuickBooks.

However, Sales Receipts for both records will still flow into the same Contact record into Kindful. (Even if we couldn't delete the secondary customer record in QuickBooks due to QuickBooks' rules.)

Howare deposits handled in the Integration?

Kindful does Not get deposit information from QuickBooks. This means that if you want to see which transactions belong to a deposit, you would need to look in QuickBooks.

Please note that QuickBooks has rules relating to deposits. Such as, a Sales Receipt (Transaction) that belongs to a deposit that has cleared may not be editable. So any changes that you make to such a Transaction in Kindful would not be accepted by QuickBooks, and thus the transactions would appear "out of sync" between Kindful and QuickBooks.

What happens when I inactivatea Class in QuickBooks?

When you inactivate a Class in QuickBooks, the corresponding Kindful Campaign is automatically deleted by the QuickBooks integration.

What happens when I delete a transaction in Kindful or QuickBooks?

When you delete a synced transaction in Kindful or a synced Sales Receipt in QuickBooks, we recommend verifying the other side of the integration to see if further action needs to take place on the corresponding, synced transaction. There are a few variables at play here that could come into play - namely if you have completed the deposit (reconciliation) inside of QuickBooks; you cannot make changes to synced transactions after the deposit has taken place.

My Campaign in Kindful disappeared, what happened?

When you inactivate a Class in QuickBooks, the corresponding Kindful Campaign is automatically deleted by the QuickBooks integration.

Can I turn off Class-Campaign syncing?

Yes, if you don't want the QuickBooks-Kindful integration to keep your Classes and Campaigns "in sync", then we can turn that off for you. This can be turned off even if you are already using the QuickBooks-Kindful integration. If you'd like to do this, Please contact support.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

There are two version of QuickBooks: online and desktop.

Overview

This article explains how to connect Kindful to QuickBooks Online.

Linked Articles:

- Overview of the QuickBooks Integration

- QuickBooks Online FAQs

How do transaction types map?

When data syncs from QuickBooks to Kindful, Kindful currently supports 32 different Payment Methods from QuickBooks. We map QuickBooks "Payment Methods" into Kindful as "Transaction Types". The following Payment Methods are supported:

QuickBooks Payment Method

Kindful Transaction Type

cash

Cash

ca

Cash

check

Check

ck

Check

cheque

Check

paypal

PayPal

pp

PayPal

pay pal

PayPal

visa

Credit

mastercard

Credit

master card

Credit

diners club

Credit

american express

Credit

discover

Credit

mc

Credit

squarespace

Credit

credit

Credit

cc

Credit

credit card

Credit

wepay

Credit

electronic fund transfer

EFT

transfer

EFT

wire transfer

EFT

wt

EFT

achdebit

EFT

eft

EFT

e-check

EFT

payroll deduction

Payroll Deduction

direct deposit

Automatic Withdrawal

shopify

Shopify

stock

Stock

square

Square

If you use one of these Payment Methods in QuickBooks, it will automatically sync to the corresponding Kindful field. If these types are not used, it will sync over as “Cash”.

Once the integration is connected, the payment type mappings cannot be remapped. It is important to ensure that Payment Methods in QuickBooks are set correctly before connecting the integration.

When syncing data from Kindful to QuickBooks, if a corresponding Payment Method does not exist in QuickBooks, Kindful will create one for some of our Transaction Types.

Kindful Transaction Type

QuickBooks Payment Method

One Time Transaction

Credit

Recurring Transaction

Credit

Paypal

Paypal

Shopify

Shopify

Stock

Stock

Square

Square

Please note that some Transaction Types are not included on this list.

Credit, Cash, and Check can will sync; however, they need to manually be created as payment methods in QuickBooks prior to connecting the integration.

With this set prior to connecting the integration, as long as the Payment Methods in QuickBooks are strictly the word “Credit”, “Cash”, or “Check”, it will sync without needing custom mappings.

Connecting to QuickBooks Online

In Kindful, go to Appson the left sidebar, then choose App Directory.

Locate the QuickBooks Online icon and click Learn More

send our support team an email

Next, click Connectand thenConnectagain.

QuickBooks Online’s login page will appear in a new window. Sign in with your credentials.

Whenasked, chooseAuthorizeto allow Kindful to access the data from QuickBooks Online.

You'll be redirected back to the Kindful Settings page, and if you see a greenSync Data with QuickBooks icon, you are connected.

Syncing QuickBooks

QuickBooks will not begin syncing until you configure the settings for the integration.

In Apps > App Directory, click on AppSettingsfor QuickBooks Online chooseSync Data with QuickBooks.

Choose how you would like QuickBooks and Kindful to sync, then choose Save.

A Note About Class-Campaign Syncing

Please note: if you don't want the QuickBooks-Kindful integration to keep your Classes and Campaigns "in sync", then we can turn that off for you. This can be turned off even if you are already using the QuickBooks-Kindful integration. If you'd like to do this, Please contact [email protected].

Additional resources

Overview of the QuickBooks Integration

QuickBooks Online FAQ

QuickBooks Troubleshootin

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article explores the details of Square and how to use it with your Kindful account. Included is an overview of the integration and its setup, pricing details, and how to correctly use Square with Kindful.

Historical transactions will not be imported when you connect Square to Kindful. Export your transactions from Square and then import them to Kindful using the self-import tool.

Linked Articles:

- Exporting from Square

Square Overview

You can now take donations at your event usingSquare.With the Square applicationfor iOS and Android, you can take direct swipe/dip/tap donations in person, and have the data flow seamlessly into Kindful.

And best of all, you don't have toKindful anything extra for this feature.

Square Setup

Download the free Square app(called Point of Sale) on an iOS or Android device to be used to take donations at your event.

Note: The device must have a data connection. If you are taking payments where no WiFi is available, that device must have a cellular connection.

Create your Square account unless you already have one.

In Kindful, select App Directory > Apps in the left navigation, find Square, and select Learn More.

Select Connect.

Log in with yourSquare account.

You'll be redirected back to Kindful.

Taking Donations withSquare

Once Square is set up and you have at least a card reader, let's go over how to take a donation.

Note:It is extremely important you follow these steps exactly. Failing to do so can result in inaccurate or incomplete contact and transaction records.

IMPORTANT: In the Note field to the left of the donation amount, you must enter the donor name and email in the following format:

FirstnameLastname, [email protected]

For example: Jeremy Bolls, [email protected] (see image below).

First, you'll need a data connection or WiFi onyour iOS or Android device. With the Square Point of Sale applaunched on your mobile device, key in the amount for the donation.

Thisformatting will ensure that your donor information comes into Kindful. If you deviate from the formatting above, the transaction will be imported into Kindful, but the contact information will be incomplete or marked as anonymous. If you plan to have others help in taking donations through Square,make sure they are familiar with the correct process, so you get the best data possible from your event.

A method with which we've found success is:"I'd love to attach your name to this donation. Could I alsoget your email so I can send you a receipt?"

We're always working on this integration, so stay tuned for updates to this part.

Square Devices

There is a magstripe card reader (pictured below) that Square will ship you free of charge when you create an account. This will allow you to swipe credit cards using the Square Point of Sale app.

send our support team an email

If you'd like, there's also a contactless/chip reader option for processing Apple Pay, Android Pay, and EMV (chip) credit cards

Note:chip reader cannot process non-chipped cards.

There is also a register stand that will mount an iPad for your donation station.

Using Square on a Phone

Start by entering the donation amount. Then selectNote.

Enter in theexact formatting as listed above: Firstname Lastname, email.

Once you've entered the name and email, select the blueCharge buttonabove the keypad.

The next screen will give you several options for charging, but with your Square reader connected you can swipe the card to complete the transaction.

Using Square on a Tablet

If you're collecting your donations on a tablet, the note field is accessed in a slightly different way.

Enter the donation amount, and selectCurrent Sale.

SelectCustom Amount.

Enter in theexact formatting as listed above: Firstname Lastname, email.

Continue on with the donation, and use whichever reader you have based on the payment method.

Viewing Square Donations in Kindful

Within a few moments, the transaction will sync to Kindful.

You'll be able to see Square activity on your activity feed (similar to all other transactions), but it will filter and show specifically as a Square transaction.

A Campaign named "Square" will be automatically created in Kindful, and all transactions will go to that Campaign. Once transactions are in Kindful, you can always reassign them using the Bulk Edit Transactions tool.

Learn more about Bulk Edit here.

Pricing for Square

At the time of this writing, Square will process transactionsfor a 2.6\% transaction fee for any swipe/dip/tap transactions.

Any credit cardsthat are keyed in manually have a 3.5\% + $0.15 transaction fee.

Square is its own payment gateway and works independently of Stripe, Authorize.net, and PayPal, so you shouldnot pay any additional fees on top of that.

Learn more about Square pricing here.

Square Support

Should you encounter any issues with Square, you can get help on Square's support page. You can also reach us at [email protected], or selectHelp in the bottom left of Kindful.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article goes overcreatingthank you emails/letters for your pledges.

Overview

You can also create automatic emailed receipts for one-time donations and recurring donations.

We recommend following this process in the order described below.

Linked Articles:

- Acknowledgements

- Filtering

- Creating Email/Letter Templates

Create a Template

Go to Communication, thenTemplates, andCreate New Template.

Set up your New Email/Letter Template and ensure theEmail/LetterType is set to Acknowledgement (this type allows the template to be either emailed or printed).

send our support team an email

Make sure you use the Pledge Info For Receipttag. This will automatically pull in a receipt block indicating the amount pledged. You can also include the tag ofPledge Balance to give a more in-line feel for your pledge letters.

Use text above/below the tag to make the letter feel more personalized.

Set up Acknowledgement Filter

Go to Communication, then Acknowledgements, and create aNew List.

Title the list, then choose either Snailer orE-mail.

ChooseSnailer if you want to print the receipt

Choose E-mail if you want to email the receipt

Note:For someone to be eligible for a letter, they must 1) have a complete address on file, 2) have "Yes" selected for the Allow Solicitations field in communication preferences, and 3) not be marked as deceased.

After selecting the type, select the Email/Letter Template (which you created earlier in this process).

Select the filter bar and add a filter of Activity Type: Pledge, in addition to any other filters you'd like.

Enter in Pledges

Select +Add Newat the top of the left sidebar, and selectPledge to add new pledgesto your contacts.These will then populate your Acknowledgements queue.

Once you're done entering your pledges, it's time to generate the Acknowledgement.

Note: If you've already entered the pledges, you will need to use the Refresh All Lists buttonto pull these back into the queue after generating your Acknowledgement (see Step 4).

Generate your Acknowledgement

Select Communication, then Acknowledgements.

You should now see a number indicated next to this Acknowledgement showing the same number of entries you made.

Note:if you have multiple pledges for the same contact, those will be consolidated.The Action Needed column is for how many unique contacts are in this queue. It is not for individual transactions themselves. A contact with multiple matching transactions will have their letters display this.

Select either Generate (for print) orPreview & Send to Email.

Based on how you set up your template, you can preview the letter or email before you send them to a pledged donor. Here's an example of a printed letter we made through this help article.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article is an overview of using the standard Mail Merge function to send all eligible contacts a Year-End Tax Summary via mail, even if they have an email address. Kindful has a more streamlined tool that will work for most cases, which is linked below.

Overview

Kindful makes generating your year-end tax letters a breeze. This article goes over the process of generating tax summary PDF files to send to all of your donors who have given in a year.

Linked Articles:

- Using Kindful's Tax Summary Tool

Confirm Contacts are Able to be Mailed

Before starting with the process of generating all mailings, head to yourCommunication > Tax Summariespage. Here, we will provide you with a list of contacts who are not eligible to be mailed due to missing a portion of their mailing address or having a setting indicating they cannot receive mailings. We recommend reconciling this list, and making any necessary updates to your contacts prior to performing this process outlined below.

send our support team an email

Alternately, you can use these four filters on the Contacts page to find your list.

- Has Transaction in Year: 2019

- Or

- Has Address: Yes

- Address Deliverable: Yes

Generating Year-End Letters

Begin by going to Contacts.

Add the filter Has Transaction In Year: and enter the year you're printing letters for.

Learn more about filtering here.

PressSelect All on the right sidebar.

After all contacts on the list are selected, pressMail Merge on the right sidebar.

Selecting a Template

There are two template options for year-end summary letters.

The Prior Year Tax Summary #9 Envelope Templatewill print letters that canbe folded into thirds and placed directly into #9 envelopes with windows.

The second option, Prior Year Tax Summary Templateare for standard #10 business envelopes. Donor mailing info will need to be placed on the envelope front separately (i.e. printed or labeled).

After you've chosen which template, pressCreate.

Printing the Letters

After you've created the mail merge, you will be directed to the Mail Merge History page, where you'll see your latest mail merge being generated. After a few minutes, refresh the page, and you will be able to selectDownload Snailer on the right.

After you've selectedDownload Snailer, a PDF of the letters will be emailed to you.

Example

Below is an example of your tax summary:

To Learn how to include a Cover Letter with your

Printed Tax Summaries via this flow, please read on.

How to Create a Cover Letter

To create a Cover Letter, head toCommunication > Templates. Click the option toCreate a New Template and configure it as shown here (example):

{{FORMATTED_LETTER_NAME}}

{{ADDRESS}}

{{CITY}}, {{STATE}} {{POSTAL_CODE}}

Dear {{FORMATTED_LETTER_INFORMAL}},

Thank you for your support in 2019. We have seen incredible growth since beginning our mission in 2016. Your contributions helped us do so much this past year:

We were able to feed 187 families

We provided clean water for three villages

Great advancements were made with our partners around the world

100 acres of farmland were seeded

We were able to invest in 17 new agents to help us further our mission

Global Reconstructing Partners was finally started

All of our sites saw gains in terms of people reached

Needless to say, 2019 was a big year, and you were a huge part of it. And for that, we say Thank You.

Your 2019 Tax Summary is included.

We look forward to seeing more incredible things in 2020, and in the years to come. Thank You, again, for being a part of this story.

Until next time,

{{SIGNATURE}}

-----------------

Below is an example of a Cover Letter generated.

How to Include a Cover Letter with Your Tax Summaries

We advise not including any tags containing financial information in this Cover Letter, as donation information will be addressed in the Tax Summary.

A great feature of our Tax Summary Tool is the ability to include a Cover Letter with your Summaries. Here is how to include a Cover Letter when printing all of your tax summaries.

Follow the steps to generate the prior year tax summary template, as shown above (shown here again for clarity), and then to create the Cover Letter.

Begin by going to Contacts. Add the filter Has Transaction In Year: and enter the year you're printing letters for.

PressSelect All on the right sidebar.

After all contacts on the list are selected, pressMail Merge on the right sidebar.

There are two template options for year-end summary letters.

The Prior Year Tax Summary #9 Envelope Templatewill print letters that canbe folded into thirds and placed directly into #9 envelopes with windows.

The second option, Prior Year Tax Summary Templateare for standard #10 business envelopes. Donor mailing info will need to be placed on the envelope front separately (i.e. printed or labeled).

After you've chosen which template, pressCreate. This will take you to yourMailings page in Kindful. You do not need to wait for the options (Print Envelopes, Print Labels, etc.) to generate. Now, click the back button on your web browser, often located in the upper left-hand corner of your browser window.

Clicking the back button in your browser will return you to your previously filtered Contacts page (with theHas Transaction in Yearfilter included) and will show the same results. Repeat the process toSelect All on the right sidebar, and then after all contacts on the list are selected, pressMail Merge on the right sidebar. This time, choose your newly created Cover Letter Template and click Create.

This will take you to your Mailings page, and you will now have two line items to use here. The first will be your cover letter file, and the second will be your Tax Summary.

Doing the steps in this specific order will ensure the order of your list of Tax Summaries matches that of your Cover Letters.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article covers some of the commonly asked questions pertaining to the Mail Sync feature.

Linked Articles:

- Mail Sync

How many email accounts can I track?

Each admin user can connect one email account for Mail Sync email tracking.

What if I email 2 contacts at once?

Two email notes will be logged for each contact, as long as both contacts exist in your database.

Can I send to a Group I have in my email provider (e.g. Outlook Groups) and have each email be tracked?

No, sending to a predetermined Group in your email provider will not create unique activities on your contact profiles in Kindful. You need to enter (copy and paste from the Group) the email addresses individually in the TO or CC field.

How can I prevent an email from appearing in Kindful?

Add [email protected] to the BCC line of your email.

Why didn’t an email appear on a Contact record in Kindful?

Verify it was sent to or from an email account connected to Kindful via Mail Sync. View active email connections by going to Mail Sync in the App Directory. Click Update Settings to view the Mail Sync app.

send our support team an email

Check if [email protected] was entered into the BCC

Verify the correspondence wasn't with someone from the organization’s domain

Why does the message appear truncated in the details of the Activity?

There are time when the server isnot able to fully parse the contents of this email due to invalid formatting of the email being tracked. This is most commonly due to invalid formatting within the email. Most often, in cases such as this, it isin the HTML markup of the email - for example it could be something in a header or signature block.

How can I see all emails I sent to a contact?

You can use a filter to see these emails. In Kindful, go toActivity. In the filter bar (underneath "Current View"), selectAdd to add a new filter, then type inBy Name. Enter the contact's name. Press inside the filter bar again, and add the filter Activity Type thenNote.This will show all notes associated with that contact. You can scroll down the list to view all the received an email note types.

How can I see all emails I received from a contact?

You can use a filter to see these emails. In Kindful, go toActivities. In the filter bar called "Current View", select theAdd option to begin a new filter, then type inBy Name. Enter the contact's name. This will show all activities for the contact found with your search.

Now, we want to find only the notes for this contact. With the By Name filter still applied, click inside the Current View filter bar again, and add the filter Activity Type thenNote.This will show all notes associated with that contact. You can scroll down the list to view all the sent an email note types.

How long does it take before the email note appears in Kindful?

Mail Sync refreshes every 10 minutes.

Can I change or delete the email note in Kindful?

Yes, you can either delete the email note or edit it. Find that note activity by viewing it in the dashboard, on a donor profile, or in Activities. When you expand a note activity in Kindful, both a Delete and an Edit option will appear. Choose Edit to change the note.

What can I edit in an email note?

The contact, subject, date, note type, campaign, note, and attachments fields can be edited. Sender email address, sender name, and message body are not editable to preserve accuracy of your email history.

What if multiple contacts in my database have the same email and I send an email to that email address?

An email note will be added to the contact record with the earliest "Created At" date.

Will my email alias work to connect with Kindful via Mail Sync?

Currently, no -- alias email accounts are not supported with Mail Sync.

We use the G-Suite for our nonprofit. Can I connect my organization/Gmail accounts?

Currently, we do not support Gmail or G-Suite emails for MailSync.

Is IMAP or POP supported?

Mail Sync supports IMAP settings.

What are the Requirements?

Kindful admin user account required

An active Kindful and Mail Sync subscription required

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Connect your Yahoo!, Outlook, Hotmail or AOL email account to track interactions with contacts in your database.

No more sending an email to a donor only to go back and manually note the records in Kindful. Keep the entire team informed.Save soliciting team members time for fundraising tasks.

One connected email address is free. If you need more than one connected email address, for$25 a month, you can connect up to 6 email addresses to your Kindful account.

Overview

This article gives a brief introduction to Kindful's Mail Sync feature. This is a paid feature, and is separate from email marketing integrations (i.e. Mailchimp or Constant Contact).

If you're interested in enabling this feature, please reach out to our Support team. If you're looking for information about email marketing integrations, learn more here.

send our support team an email

View Mail Sync in the App Directory

(Note: only Account Owners & Staff users can access the App Directory)

Linked Articles:

- Mail Sync FAQ

Requirements

Kindful admin user account required

Mail Sync subscription required. Contact [email protected] to add the subscription to your account. Mail Sync is free for one email connection but you will still need to add the subscription to access the option to connect.

For paid customers only.

What does it do?

When you connect an email account to Kindful using Mail Sync, Kindful will take record of every emailthat is sent between the connected email account and any of your contacts in Kindful.

You can connect your work email (e.g. [email protected]) to Kindful,to track email interactions with contacts in your database.

Any email exchanged with that contact will be recorded in Kindful as an email note, and will show in the correspondingcontact's record.

Example A:Debbie Donoremails [email protected] (Mail Sync enabled). Since Debbie has donated to the Matt's Hands organization, she is an existing contact in Kindful. When Jared sends an email to Debbie Donor, Mail Sync will create an email note on her contact record to track the email correspondence.

Example B: [email protected] is not connected to Mail Sync. When Kate emails Debbie Donor, her email does not appear on Debbie's contact profile in Kindful.

How Mail Sync is shown in Kindful

Emails are shown as "Email Sent" or "Email Received" activities. Mail Sync will track everyemail exchange and detail the Sender, Recipient, email subject and email body. Attachments are not saved in Kindful.

When a donor sends you an email, including reply emails, a "sent an email" activity is added to the contact record. "Received an email"indicates that the donor was sent an email from someone using Mail Sync at your organization.

Example

"Sent an email" activity and "Received an email" activity can also be found on your Activity Trail inside of Kindful.

To see your Email activity, Go to "Contacts & Activities", then click on "Activities", and then filter for the "Notes" activity type.

Example

Pro-tip:Mail Sync adds emails to the General Campaign in your account.If you'd like to change the campaign for a specific email, you can edit that email activity's campaign by selecting Edit on the specific activity. Be sure to click Save when making edits to activities in Kindful.

Sync Behavior

An email will only sync to Kindful if the contact already exists in Kindful.

You can prevent specific emails from being recorded by adding [email protected] to the BCC field of any given email.

Example C: Fred emails Jared ([email protected]) to ask about their donation needs. Fred hasn't given before, and his contact doesn't exist in Kindful. Because his contact doesn't exist yet, no parts of that email exchange are recorded in Kindful.

Mail Sync won't track emails between you and your team

Sometimes the email connected Mail Sync will also send/receive emails from other staff members at the same organization. If that staff member has an existing contact in Kindful under their work email, Kindful automatically excludes all email addresses with the same domain name* (e.g. @mattshands.org, @kindful.com). Any emails exchanged with that same domain will not be synced into Kindful.

Pricing

One connected email is free. Upgrade for $25 per month for up to 6 users.

Mail Sync Pricing

Email Accounts

0 to 1

$0

2 to 6

$25 monthly

7 to 11

$40 monthly

12 to 16

$55 monthly

17 to 21

$70 monthly

22 to 26

$85 monthly

27 to 31

$100 monthly

32 to 36

$115 monthly

Enable Mail Sync for your account

To enable Mail Sync you will need to subscribe via [email protected] and request that Mail Sync is added to your subscription.

Here is how the App page will look without the Mail Sync Subscription on your account.

WhenMail Sync is added to your account, you will see a “Connect” option in the app. The Connect button will launch into the Mail Sync app where you will connect your email.

Mail Sync is added, the "Connect" option displays

Mail Sync enabled with email connections

How to enable Mail Sync for your account:

Be sure you understand the billing structure for Mail Sync: One connected email is free. Additional connections automatically upgrade your account to a paid subscription at $25 per month for up to 6 users. Pricing for 7+ users available by request.

Ask the support team to add Mail Sync to your account (even if you intend to just use the one free email connection).

Kindful support will notify you when the Mail Sync subscription is added to your account.

Verify theConnectoption is available by going to the app in the Kindful app directory.

Follow the steps to connect to your email client (examples below:

After starting the process, you will need toAuthorizethe connection.

Next, the app will seek to authorize your connected account. This screen may look different based on the email provider you are connecting.

Once successfully authorized and connected, you will see that your Mail Sync connected email account has been successfully connected.

Remember: the first connected email is FREE. When two or more users connect an email, Kindful will automatically bill your account each month based on the number of connected emails.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article covers how to manually delete a transaction that an Admin entered into Kindful. This can be done via the Activities page. Deleting transactions does not refund them back to the donor's payment method.

Linked Articles:

- Editing a Transaction

Delete a Transaction

Any transaction that was entered manually into Kindful can be deleted using theDelete button found in the Activities page of the Contacts & Activities section (from the section's drop-down menu). By clicking the far right drop-down arrow on a transaction line, more editing options are displayed.

send our support team an email

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Below is a FAQ for our CRA Tax Summaries feature. Please review these commonly asked questions to try and find what you're looking for.

Linked Articles:

- CRA Receipting

- How to Send End of Year CRA Tax Summaries

- Finding Gifts That Can/Cannot Be Receipted

Should I include a tax summary cover letter?

Kindful gives you the option to include a cover letter with your tax summary mailer. It’s not required, but we believe every touchpoint is an opportunity to explain (and sell) the impact of a donor’s contribution. This is also a chance to make an appeal for future donations.

Why do some receipts have a number instead of a rct_id?

This is an indication of Kindful’s previous CRA receipting features. The latest Kindful update for CRA compliance will only issue receipts that follow the “rct_id” schema. Previous versions used only numbers. If you were using the legacy CRA receipting features and now use the Tax Summaries Tool to issue tax summaries, the tax summary generated from the tool will indicate that it replaces the legacy number. This is done so you can be compliant with the CRA.

How do I enable CRA mode?

On Kindful's General Settings page

Add your Tax ID/CRA # in the Tax ID Field.

Enter a postal code and ensure your account’s Country is set to Canada.

Upload a Transaction Signature Image. (Scroll to the Images section, and the last option you'll see is Transaction Receipt Signature.)

On Kindful's Transaction Settings page

In the Receipts section, enable the “Include PDF” option.

Set the PDF Receipt Template to "Official Tax Receipt."

What's the best workflow sequence for issuing CRA tax summaries?

Ensure transactions with non-tax deductible amounts greater than zero have a non-tax deductible description

Ensure contacts have full mailing addresses

Import data (transactions not recorded in Kindful that you want to receipt)

Resolve duplicate contact records

Resolve ineligible transactions for the applicable year

Write year-end letter

Generate via Tax Summaries Tool

Download

Print

Mail the tax summaries

In the Mailings section (in Communication), mark letters as “Confirmed sent” to log an activity on each contact record

How do I receipt transactions that were outside of Kindful?

Kindful can only issue receipts for transactions that it “knows about.” Use the manual entry dialog via the “Add New” button or visit Contacts & Activities > Import Data to import transactions that were not recorded in Kindful.

How will a long advantage description show up on the tax summary?

The tax summary table on the CRA tax summary will dynamically expand each row to account for longer descriptions. See an example below.

Does the Tax Summaries Tool issue CRA tax summaries for archived contacts?

No, Kindful does not issue tax summaries to archived contacts. Learn how to archive contacts here.

Which contacts will Kindful generate tax summaries for?

The sum of the contact’s gross transaction amounts minus the sum of their non-tax deductible amounts must be greater than 20\% of the sum of their total transactions for the applicable calendar year.

“Applicable calendar year” is the current year if this is December, or last year otherwise.

The transaction must have occurred in the applicable calendar year

The transaction must have a non-tax deductible description if the non-tax deductible amount is greater than zero

Kindful generates tax summaries for contacts who have a mailing address and at least one eligible transaction for the applicable calendar year.

The contact must not be archived since Kindful will not receipt archived contacts

CRA mode must be enabled

How does the logic work for replacing a tax summary?

On the activities page, while viewing a transaction that was included on a CRA cumulative tax summary, selecting the "Email Receipt" or "Print Receipt" button displays a message: "A cumulative receipt (aka Tax Summary) was already issued which includes this transaction. A replacement cumulative receipt will be created."

This voids the prior cumulative receipt

This generates a new cumulative receipt, which has a new unique receipt ID and indicates that it replaces the prior cumulative receipt's ID

The eligible transactions included in the previous tax summary for the applicable calendar year are included.

If you click the OK button,

If you click Cancel, this closes the dialog without taking action

Use this workflow if you want to reissue a cumulative receipt for a contact, which is usually because you lost it or didn’t receive it the first time.

How do I void a tax summary?

On the activities page, while viewing a transaction that was included on a CRA cumulative tax summary, selecting the "Void Receipt" button displays a message: "This transaction was receipted via a cumulative receipt (aka Tax Summary). Selecting "OK" will void the entire cumulative receipt.If you click the OK button, this voids the prior cumulative tax summary

All applicable transactions will now show as unreceipted in Kindful. This means every transaction that was included on the cumulative receipt will have the receipt voided and Kindful will treat them as not receipted.

If you click Cancel, this closes the dialog without taking action

Can a donor print their own tax summary receipt for the year?

To give Canadian organizations control over when CRA receipts are issued, Kindful does not give donors the option to self-issue receipts from the donor portal.

How do I know if an activity was receipted?

See how to find transactions that have a receipt here.

Can I edit the CRA Tax Summary template?

To ensure CRA compliance, the CRA Tax Summary template cannot be edited. However, you can include a cover letter to go along with your CRA tax summary mailers.

Can I use merge tags in the cover letter? Which ones can’t I use?

You can use any non-transaction related tags in the cover letter. To avoid errors, do not use:

PURCHASE_INFO_FOR_RECEIPT

PREV_YEAR_TRANSACTION_INFO

LAST_TRANSACTION_INFO

TRANSACTION_INFO_FOR_RECEIPT

YTD_TRANSACTION_INFO

How can I prevent someone from receiving a tax summary from the Tax Summaries Tool?

Archive the contact, or mark their mailing address as non-deliverable

Are Non-Cash Gifts included on the tax summary?

Non-cash gifts must be receipted separately per CRA guidelines. Only transaction activity types will be included on the tax summary.

What are the options available for printing Tax Summaries?

When you generate the Tax Summaries, you will be able to download mailing envelopes, labels, the letter, and even export the recipients to a CSV.

For tax-deductible amounts on transactions, does Kindful consider the nominal threshold as indicated on this CRA article ?

No, the tax-deductible amounts must be set by an admin user.

Can I email CRA tax summaries to donors?

The CRA Tax Summaries Tool supports postal mailer generation only.

What does the CRA tax summary look like?

Example: send our support team an email

Does the CRA tax summary display tax-deductible and non-tax deductible amounts?

The CRA tax summary will display the non-tax deductible amount and non-tax deductible description on the tax summary as required by the CRA.

A donor sent a check in 2018 but the check was deposited in January 2019. I want to give the donor a 2018 tax credit. How can I include this transaction on the 2018 tax summary?

Use the "Override Tax Date" when entering or editing a single transaction. That way the transaction will be dated for the date of entry but included in the year set by the Override Tax Date.

What letter type should I set for my year-end letter?

You can choose any letter type (acknowledgment, custom, etc). Any letter type can be included with the tax summary as a cover letter.

Can I print tax summaries for just one donor?

Not at this time. If you need to reissue a tax summary for a donor who already received a tax summary via the Tax Summaries Tool, go to any of their transactions included on the tax summary and click print receipt to issue a new replacement receipt.

Can I include a cover letter with the year-end receipts?

Yes.When your donors receive their tax summaries, it's best to include a cover letter to add a personal touch. Your cover letter is an opportunity to include a call-to-action, a year-in-review, or your vision for your organization in the coming year.

Create this cover letter using an email/letter template. Learn more about letter templates here.

Is there a mailer tag that will use the company/organization name in the letter?

When you want to display both the Organization name (donor) and the primary contact, you can update either the Formal Letter Name or Informal Letter Name field to display what you need. Update these fields for Organization Contacts, and you can generate a letter and use the corresponding tags.

What if donors have a lot of donations? Will it bleed onto the next page?

Yes, if a donor has approximately 15 donations or more for the year, the tax summary table will flow into a subsequent page.

Why am I not seeing the CRA mode filters?

Receipting filters are only available in CRA mode. Ensure your organization is in CRA mode.

How do I get a file all Kindful CRA receipts?

Email [email protected]. Use the subject line "Export Kindful-Issued CRA Receipts". The engineering team will begin work on the export request. Remember that you can export a transaction's Tax Receipt ID from the Activities page via the Create Report dialog.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Below is a Classy Integration FAQ.

Linked Articles:

- Connecting the Classy Integration

- How Classy and Kindful Stay In Sync

- VIDEO: Classy Integration

If a someone buys a ticket in Classy, and then wants to add another donation on top of the ticket price, do both the ticket and the extra donation sync into Kindful?

Yes! The purchase of the ticket with an added donation will sync into Kindful as two transactions; one for the price of the ticket, and one for the amount of the donation.

Which types of Classy transactions sync into Kindful?

Classy Transaction Type

Creates Transaction Type in Kindful

Cash

Cash

Check

Check

CC

Credit

Pledge

does not import into Kindful

Sponsor

does not import into Kindful

Other

does not import into Kindful

If someone donates to a Classy campaign more than once, will each donation create a duplicate contact record in Kindful?

Not if the donor uses the same email address for each donation. If the donor gives through a Classy page multiple times using the same email address, each donation is added to the same Kindful contact record.

If I update the name of my campaign in Classy, will the corresponding Kindful campaign update automatically?

Yes! If you update your campaign’s name in Classy, the next time a new transaction syncs from Classy to Kindful, the campaign name in Kindful will also be updated.

Does Kindful know which transactions were attributed towards a Classy Peer-To-Peer Fundraising Team, or Team Member?

It does; in Kindful, you can use the Activities filters “By Team” and “By Team Member” to find transactions made to a Peer-To-Peer Team or Team Member.

Do declined transactions in Classy sync into Kindful?

No; only successful transactions in Classy sync into Kindful.

If I delete or refund a transaction in Classy, what happens in Kindful?

Each Classy transaction syncs into Kindful one time. This means that if you choose to delete or refund a transaction in Classy which has already synced to Kindful, you’ll need to update the associated transaction in Kindful accordingly as well.

Does the tax-deductible amount that I set in Classy sync into Kindful?

It does! For the two campaign types in Classy where you have the option to set a tax-deductible amount (“Ticketed Event” and “Registration with Fundraising Ticket”) Kindful will set the applicable tax deductible amount on the corresponding transaction.

How do “anonymous” transactions sync into Kindful?

If a donor marks their donation in Classy as “anonymous,” this will hide the donor’s name and donation information from all public activity feeds; however, the charity will still receive the donor’s information. When anonymous transactions sync to Kindful, they sync in with all the donor’s information as well.

Is the Classy integration a one-way or a two-way sync?

This integration is in a one-way sync; Classy only sends data to Kindful. Kindful does not send any data back to Classy.

How often does Classy sync with Kindful?

Classy syncs with Kindful hourly.

My Classy data does not appear to be flowing into Kindful anymore. What's wrong?

If a lot of time has lapsed between syncs, it's possible that your oauth token has expired (meaning that Kindful no longer has permissions to access your Classy account.) Please disconnect and reconnect your Classy integration. If this does not resolve the issue, then please write into support so we can help you out!

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article explains how to trash a contact and view your trash bin. Trashing Contacts is different from Archiving Contacts; it will fully remove a contact from Kindful. Read more about Archiving contacts below to see if it is a better solution.

Linked Articles:

- Archive a contact

*This is not a GDPR solution. Please reference our Help Center or contact Support for more information regarding this.

How to Trash Contacts from the Contacts Page

For a contact to be eligible to be trashed, it cannot have a one-time (online) donation or a recurring donation associated with it. If the transaction has been refunded or cancelled, it can be trashed. When an online donation happens (one time or recurring), this will exclude the contact from being removed.

To trash a contact from the Contacts page, you can either pick and choose which ones you want, or begin with a filtered view, and select contact records from there. When you select contact records, you will see aMove to Trash icon appear on the right-hand sidebar.

send our support team an email

You will see a confirmation appear, indicating how many contacts can (or cannot) be moved to the trash. It will appear like this:

When a contact is moved to the trash, all that contact’s associated activities (transactions, registrations, notes), contact information, and relationships will also be trashed.

When the process is complete, the contactswill no longer be visible in searches, reports, or filter results. Trashed contacts will visible in your Trash view (Settings > Trash).

*A maximum of 1,000 contacts can be moved to the trash at one time.

How to Trash a Singular Contact from a Contact Profile

To perform this step, you need to head to the contact's profile. Click on theProfile tab along the top of the profile, and scroll to the bottom of the entry fields. In theMove Contact to Trashsection, click on theMove Contact to Trash link.

When you are on a contact record that is ineligible to be trashed, and therefore cannot be removed, the Move Contact to Trash option will appear like this:

How to View Trashed Contacts

You can view a list of all Trashed contacts by navigating to Settings > Trash.

This view shows an audit log of all Trashed contacts, as well as a listing of which Admin moved the contact to the trash along with a timestamp of this move.

How to Filter for Trashed Contacts

Use this filter to help identify applicable contacts.

Contacts whoCan Be Moved To Trash: Yes are all contacts without an Online Donation (one time or recurring).

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article explains how to convert Contact Custom Fields from a "text" value to a "select" value. Use this method so you can filter on the custom fields values and create Reports and/or Groups. This method is commonly used when importing data into Kindful.

Linked Articles:

- Using the Import Data Tool

- Custom Contact Fields

- Create Custom Reports

Preparing Your Data in Your Imported CSV

To create a contact custom field in a filterable format upon import, begin with the data in your imported CSV. Be sure to label the column header with the name that represents something relevant to you (e.g. the custom field value will be used for, as represented in Row AV - "Group Name" - in the example below). The values in the rows below the header row represent each of the custom field values (e.g. Group 1, Group 2, Group 3).

send our support team an email

Change the Custom Field Type

Once the import and subsequent move of the data to production is complete, head toSettings>Contact Settings>Custom Contact Settingsand navigate to theContact Field Groupstab.

Here, you will see your newly imported custom field. The name will include a long code, which is the Import ID.To make these changes, clickEdit.

In the "Questions" section, you will see the same name that was in the column header of your imported CSV (e.g. Group Name). It will be set as a Text field, which is default for the import tool process.

The next step is to change the field Type from Text to Select, and then enter in each option exactly as it appears in your spreadsheet in the Group Name column. Separate each possible value with a comma.

Segmenting These Contacts

You can filter for contacts with these values on theContactsorActivitiespage usingthis filter:

To Custom Field: Group Name, Group 1

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Kindful Ensures CRA Compliance for Canadian users. Read on below for more information on the following:

Understanding CRA Tax Receipt Guidelines

Definitions

Using Kindful’s Official Tax Receipting

Issuing Official Tax Receipts

Special Cases

Linked Articles:

- How to Send End of Year CRA Tax Summaries

- Finding Gifts That Can/Cannot Be Receipted

- CRA + Kindful FAQ

Why yourCanadiancharity should issue tax receipts

According to the CRA, donors can use receipts to save taxes in the current taxation year or they can carry them forward for 5 years.TheCRAsuggests that registered charities create receipts by February 28th of the calendar year that follows the year of the donation. This allows individual taxpayers to claim their donations on their annual income tax returns.A registered charity may create receipts periodically throughout the year or, for cash donations only (excludes Non-Cash Gifts), issue one cumulative receipt for the year.

Cash Donation Tax Receipt Requirements

Per theCRA,official donation receipts for income tax purposes must contain the following elements:

A statement that it is an official receipt for income tax purposes

Name and address of the charity as on file with the CRA

Charity’s registration number

Serial number of the receipt

Place or locality where the receipt was issued

Day or year donation was received

Day on which the receipt was issued if it differs from the day of donation

Full name, including middle initial, and address of the donor

Amount of the gift

Value and description of any advantage received by the donor

Eligible amount of the gift

Signature of an individual authorized by the charity to acknowledge donations

Name and website address of the CRA ( http://www.CRA.gc.ca/charities )

Additional Non-Cash Gift Receipt Requirements

For Non-Cash Gifts (gifts-in-kind), official donation receipts should contain the following additional elements:

Day on which the donation was received (if not already indicated)

Brief description of the property transferred to the charity

Name and address of the appraiser (if property was appraised)

Deemed fair market value of the property

CRA’s Definition of Donation

In Canada, a donation must meet these four conditions:

Voluntary:If a donation is made as a result of a contractual or other obligation (for example, a court order), it is not eligible for a receipt.

A complete transfer:It is not enough to pledge that you will one day give something to the charity, or to provide the object but not do everything required to change the ownership. For example, it is not sufficient to provide a house and key to a charity someone needs to arrange that the house is completely transferred over to the charity at the land titles or registry office.

Property:Property includes cash, checks, credit card, money order, wire transfer, and certain tangible itemssuch as computers, furniture, cars,orlandbut it does not include services.

Intention to make a gift:Under the Income Tax Act (Canada), if a donor receives an advantage that is greater than 80\% of the donation, then generally it is assumed that there is no intent to donate and the person should not receive a receipt.

Record Types in Kindful

ActivitiesAlltransactions and interactions that can be tracked in Kindful. Activity types includeTransactions,Non-CashGifts,Pledges,SoftCredits,Notes and any interactions from your connected integrations.

ContactsAllpeople and organizations you interact with. They may be donors, prospective donors, volunteers, advocates, etc. We have two types of contacts in Kindful:People (individuals) andOrganizations (foundations, businesses, etc.).

Non-Cash GiftTransactionactivity representing a Non-Cash Gift entered manually into Kindful via theAdd New > Non-Cash Giftdialog.A Non-Cash Gift must be associated with a contact record in Kindful.

TransactionAtransaction record in Kindful representing a payment, purchase,or,most often,a donation. ATransaction must be associated with a contact record in Kindful. Also known as aTransaction activity.

Online Transaction A credit cardtransactionmade via your Kindful hosted donation page, donation plugin, or the Admin “Charge” function.

Manually Entered or Imported Transaction Entered manually into Kindful via the Add New > Transaction dialog or via an import.

Transaction Settings

Receipts Kindful is used by Canadian and non-Canadian users alike. Some features, like Receipts in Transaction Settings, work differently depending on where your charity operates. For example, in the USA, Receipts function as simple confirmation letters and Official Tax Receipts are not available. More on this later in the article.

Receipt Template Letter template used for donation confirmations and receipts. If set to No Selection, the Kindful default template will be used.

Official Tax Receipt Template (Canada only)A template with full support for CRA Compliance, including ID sequencing, information safeguards, and additional receipt management functionality for Canadian Users.

General Settings

Organization Name and Address- Used for Official Tax Receipts. Ensure this is accurately set to your charity’s real name and address.

Transaction Signature Image Used as the Authorized signature for Official Tax Receipts.

Tax ID (Canada only) Used for Official Tax Receipts. You’ll add your CRA# in this field.

Receiptingin Kindful

Receipt Actions Options on Transaction and Non-Cash Gift activities enabling users to print receipts, email receipts, void receipts, and replace receipts. Viewed when expanding an activity on the Activities page, or from the dropdown menus in Recent Activities on the Dashboard. There is also Email Receipt functionality on the Add New > Transaction and Add New > Non-Cash Gift functions.

Issue ReceiptUsing Kindful to issue an Official Tax Receipt for a donation. An Official Tax Receipt is issued when you click EmailReceiptor Print Receipt.

Replace ReceiptUsing Kindful to issue areplacementOfficial Tax Receipt for a donationthat’salreadybeenissued an Official Tax Receipt. A replacement Official Tax Receipt is issued when you click EmailReceiptor Print Receipt on an “already-receipted”Transaction orNon-CashGift.

Void ReceiptUsing Kindful to void an “active” Official Tax Receipt for a donationthatwas previously issued an Official Tax Receipt. No replacement receipt is issued.

Using Kindful’s Official Tax Receipting

Kindful helps ensure your charity complies with CRA Requirements

Before an Official Tax Receipt can be issued for a Transaction or a Non-Cash Gift, Kindful will check that the information required for the Official Tax Receipt is stored in your systemandavailable.In other words, Kindful will only issue an Official Tax Receipt whenall the required fields arepresent on the Transaction/Non-Cash Gift recordand associatedContact Record, and when Official Tax Receipt Mode is enabled.

How to EnableCRA-CompliantTax Receipts:

Official Tax Receipt Mode is only available to charities based in Canada with a paid Kindful account.

In General Settings:

Add your Tax ID/CRA # in the Tax ID Field on General Settings.

Enter apostal codeand ensure your account’s Country is set to Canada.

Upload a Transaction Signature Image in General Settings. This will be used as the Authorized Signature on your Official Tax Receipts.First, you'll need to create a JPEG file of the signature you want included inOfficial Tax Receipts. You can do this easily by signing your name on a piece of white paper and taking a photo with the camera on your phone or computer. If you take it on your phone, email it to yourself so you can open it on your computer. Once you have the signature photo on your computer, go to Settings in Kindful, then General Settings. Scroll to the Images section, and the last option you'll see is Transaction Receipt Signature Image. Upload your signature image here. send our support team an email

Besure to hit the Submit button on General Setting to save yourwork!

In Transaction Settings:

In the Receipts section, enable the “Include PDF” option.

Set the PDF Receipt Template to Official Tax Receipt. Note: the Official Tax Receipt template is available to Canadian Kindful accounts only.

Be sure to hit the Save Receipt Settings button to save your work!

You’re now inOfficial Tax Receipt Mode.

Issuing Official Tax Receipts

You have the ability to issue an Official Tax Receipt for donations that already exist in your account on the Activities page. You can issue an Official Tax Receipt from the transaction or Non-Cash Gift via the Email Receipt and Print Receipt options on the specific activity.

Issuing an Official Tax Receipt for a specific activity on the Activities page:

Navigate to the Activities page.

Click the down arrow just to the right of the donation amount to reveal the receipt options.

If no Official Tax Receipt has been issued for the donation, selecting Email Receipt or Print Receipt will issue a new, active Official Tax Receipt.

Selecting Email Receipt will issue the Official Tax Receipt and will be sent via email to the donor.

Selecting Print Receipt will create an Official Tax Receipt PDF and make it available for download to your computer.

As described above, the Non-Cash Gift Official Tax Receipt requires a description of the property transferred to your charity, the name and address of the appraiser of said property (if appraised), and the fair market value of the donation. Appraisal information is not required but strongly encouraged by the CRA. If you do have appraisal information, Kindful ensures that both the appraiser name and appraiser address are captured. If you enter information in one field, you will be required to enter information in the other so that your receipt complies with CRA requirements.

To email an Official Tax Receipt for a Non-Cash Gift, you’ll need to provide a description of the property at a minimum.

Kindful’s Transaction Requirements for the Official Tax Receipt

Contact (the donor)

Transaction Amount

Campaign

Contact

Date

Transaction Type

Amount (CAD)

Non-Tax Deductible Amount (required if greater than $0.00)

Non-Tax Deductible Amount Description (required if Non-Tax Deductible Amount is greater than $0.00)

Kindful’s ContactRequirements for the Official Tax Receipt

First Name & Last Name

Address (Street Address, City, State, Postal)

Email isrequired for emailing the Official Tax Receipt, but optional when generating and printing a PDF Official Tax Receipt)

Replacing Receipts

CRA Guidelines for Replacement Receipts

If a registered charity has issued a receipt that was lost or contained incorrect information, the charity can issue a replacement receipt. The replacement receipt must include:

All the required information

The serial number of the original receipt

Astatement that it replaces the original receipt

How to Replace Official Tax Receipts in Kindful

Kindful ensures compliance with CRA requirements by issuing a replacement receipt for the current Official Tax Receipt while also voiding the current Official Tax Receipt. If an active Official Tax Receipt is already issued, meaning you or someone on your team has emailed or printed an Official Tax Receipt for a donation, selecting Email Receipt or Print Receipt will work the same way described above with one important difference: the active receipt will be voided and replaced with a new Official Tax Receipt. The replacement Official Tax Receipt will look very similar to the original receipt but with the added statement to indicate that it replaces the previous receipt.

If a donation has an active Official Tax Receipt, clicking Print Receipt does the following:

Marks the active Official Tax Receipt as voided in Kindful

Creates a new Official Tax Receipt containing a reference to the most recent previous Official Tax Receipt associated with this donation

The Official Tax Receipt PDF contains the statement "Replaces Receipt #xxxx", where #xxxx is the ID of the Previous Official Tax Receipt

Voiding Receipts

You can void receipts by clicking the VoidReceipt button. If there is anactive Official Tax Receipt for aTransaction or Non-Cash Gift,there is a Void Receipt optionin the expandedactivity on the Activities page.

Selecting Void Receipt will launch a confirmation dialog, with options of Cancel and Void Receipt. Cancel closes the dialog; the associated receipt remains active. Void Receipt will void the Official Tax Receipt; no replacement tax receipt is issued.

Keeping Records of Tax Receipts

Charities must keep copies of all tax receipts for two years after the year for which the receipt was issued. If electronic tax receipts were issued, charities must be able to reproduce electronic copies of them for these time periods.

Kindful stores all Official Tax Receipts on secure servers and can provide you with an export of all issued receipts for the calendar year, void receipts included, in the case of an audit by the CRA. Learn more about Kindful’s data security practices in this article.

Special Cases

Donation “Advantage” (known as Non-Tax Deductible Amount in Kindful)

An advantage is what a donor may receive in return for his or her donation (for example, a meal or tickets to a show), and it must be taken into consideration when determining the eligible amount of a gift for receipting purposes.

Determining the fair market value of an advantage is similar to determining the fair market value of a gift in kind. However, while only donations of property can be receipted as gifts in kind, the fair market value of any type of advantage (for example, services, accommodation, or meals) must be taken into consideration when determining the eligible amount of a gift for receipting purposes.

If the value of the advantage is 80\% or less of the fair market value of the donation, then a receipt may be issued for the difference. If the value of the advantage is greater than 80\% of the value of the donation, no gift is deemed to have been made, and a receipt cannot be issued.

If the value of an advantage is not more than $75 or 10\% of the value of the donation (whichever is less), it is considered nominal (de minimis), and it need not be deducted from the amount of the gift for receipting purposes. If the fair market value of the advantage cannot be determined, a receipt cannot be issued.

Use your best judgement on when to issue Official Tax Receipts for donations.Kindful allows receipts to be issued regardless of the advantage-to-gross amount ratio including de minimis transactions. If a receipt is issued for a de minimis transaction it will not comply with the CRA receipting guidelines.

Determining if a donation is “receipted”

When a receipt is issued for a donation (a Transaction or Non-cash Gift), a status will display on the activity to indicate it’s receipted. You’ll notice the activity can’t be edited so to ensure compliance in the case of an audit. Kindful helps ensure your donation record matches your receipt record during reconciliation.

How to Replace anActive Official Tax Receipt

Each time the Email Receipt or Print Receipt option is selected on an activity, a new replacement receipt is created. Clicking Print Receipt for a Transaction or Non-Cash Gift will issue an Official Tax Receipt if it’s not yet receipted; in other cases a replacement receipt will be issued.

Permissions and Official Tax Receipting

Both Account Owner and Staff users can issue Official Tax Receipts. View Only and Basic Data Entry users cannot issue Official Tax Receipts.

Historical Receipts

You cannot import receipts for a transaction or Non-Cash Gift.

Transactions receipted with Official Tax Receipts cannot be edited or deleted

To ensure compliance with the CRA and to ensure your charity can adequately respond to an audit by the CRA, Kindful prevents transactions with associated Official Tax Receipts from being deleted. Even if the Official Tax Receipt is voided, there will not be an option to delete the transaction.

Ensure your account has all requirements configured correctly by reviewing theOfficial Tax Receipt account requirements.

Merging Contacts

To help better manage your donors, Kindful’s Contact Duplicates tool enables users to merge duplicate contacts in Kindful. When merging a duplicate into a primarycontact when the duplicate has an Official Tax Receipt, the Official Tax Receipt will be assigned to the new target contact.

Non-Cash Gift Appraisal Information

If the fair market value is expected to be more than $1,000, the CRA strongly recommends that the property be professionally appraised by a third party (that is, someone who is not associated with either the donor or the charity). Appraisal is not required by the CRA but ifthe property is appraised,the name and address of the appraiser must be included on the official donation receipt. When adding a Non-Cash Gift in Kindful, appraiser name and appraiser address are not required. However, if a value is present in one of the appraisal fields, the other will also be required.

Issuing Official Tax Receipts for Transactions Made Through the Donation Plugin

To issue an Official Tax Receipt for a donation entered in Kindful through the donation plugin, ensure an address has been entered for the contact, and select Email Receipt or Print Receipt in the expanded activity on the Activities page.

Letter Templates using the {transaction_amount} tag

The Transaction Amount tag can be inserted in your letter templates to include the amount of the Transaction in the body of the email. If you're planning to track Non-Cash Gifts in Kindful, you’ll want to remove this tag from your templates so you’re not thanking the donor for a transaction amount when they actually gave a Non-Cash Gift.

For example, if a donor gave your organization a computer with an appraised value of $1,000 and your template uses the Transaction Amount tag, the donor would receive an incorrect email saying “Thank you for your donation of $1,000.”

Note:

If you joined Kindful prior to this process for sending official tax receipts, Kindful may have performed custom services for you to customize your TRANSACTION_INFO_FOR_RECEIPT tag to be compliant. Moving forward, you will want to remove this tag from the template you use.

Apply any template with any content (without using TRANSACTION_INFO_FOR_RECEIPT), and the Official Tax Receipt attachment will be your CRA compliant solution.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Read below to understand how Kindful's Crowdfunding pages calculate totals. It is vital to understand how transactions need to be assigned and categorized to properly display the totals.

- Creating a Crowdfunding Campaign

- Using Pledges in Crowdfunding

- Kindful Crowdfunding FAQ

Crowdfunding total logic: One Time Transactions+ Pledges - (Refunds + Splits)

Activity trail Sum total logic: Everything that appears on the various line item - inactive transactions (Greyed out in color, Declines, Refunds, Splits)

Viewonly active transactions for a particular Crowdfunding campaign.

1. Create a new Campaign related to your Crowdfunding campaign in same way as an existing Crowdfundingcampaign, such as "Crowdfunding Name (Internal Use Only)."

2. Use the following filter (Crowdfunding campaign Name + All Transactions) to bulk edit all activities associated with a Crowdfunding campaign EXCEPT one-time transactions, and assign those other activities to the internal campaign for this Crowdfunding campaign.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

There are two ways to merge contacts in Kindful.

Overview

This article describes how to manually merge two contacts. If you're trying to find and merge duplicates in your database, you can use theContact Duplicate Finder.

Linked Articles:

- Contact Duplicate Finder

Manually Merging Contacts

In Contacts, find the two contacts that need to be merged (you can only merge two contacts at a time).

Click on their boxes in the top right corner. Be sure tonotclick the Select All button on the right-hand side of the screen. This will not activate the Contact Merge button (shown below).

send our support team an email

Then, on the right side of the screen in the vertical action column, click ContactMerge.

Click the blue arrow to designate which contact you'd like to be the primary. The contactthat is pointed to will take precedence in terms of what contact information exists on the profile, butgiving history will merge.

Considerations

Only transactional information merges everything from one contact to the other. All other contact information functions slightly differently.

If there is conflicting data (e.g. a different phone number in each contact), the data in the primary will overwrite the secondary.

If a field is blank in one contact and filled in the other, the filledinformation will remain in the merged contact (e.g. primary contact phone is blank, and secondary contact phone is filled will result in the merged contact showing the secondary contact phone).

The oldest join date will always be retained, regardless of whether it was on the Primary or Secondary contact record.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

If your billing information is no longer accurate, you'll need to change that info within your Kindful account to keep your subscription active.

Linked Articles:

- Subscription Invoices

First, click your name in the top-right corner of your Kindful account, then selectAccount.Then, click theBillingtab along the top of the page.

send our support team an email

Billing Contact

You can view, edit, and add Billing Contacts for your account. To access this, your Kindful user must be set asAccount Owner.

ThePrimary Billing Contact shown here is the contact that was used when your Kindful subscription was created. This contact can be edited, but it cannot be removed.

You can add Additional Billing Contactsby using the+ Add billing contact button on this page. This will simply be an email address addition to this list.

Add (or Remove) Payment Methods

Select Payment Method from the sidebar menu to add or remove a payment method.

*Note: When adding a new payment method, the new payment method will become the Primary payment method on your account.

+ Add Payment Method

To add a new payment method to Kindful, click the+ Add Payment Methodon thePayment Methodscreen.

Enter your newbank accountorcreditcard info. Clicking "Submit Payment" will submit and save your new payment info.

Bank Account

Credit Card

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Use Kindful to view invoices for your organization's payments for services.

Overview

This article explains where to find and how to download invoices in your account.

Linked Articles:

- Update Billing for Your Account

Account Balance

You will first be alerted of your Account Balance.

If you have a negative or past due balance, it will appear like this:

send our support team an email

If the Balance is zero, you will see $0.00 here.

We will also show if your account has a credit balance.

Where Do I Find Invoices for Payment?

You can locateinvoices for payments to Kindful by clicking your name in the upper right-hand corner of your Kindful account, and selectAccount.

To see invoices, selectBilling Historyfrom the sidebar.

You can also click this link and login to go directly there.

Invoices will display with the most recent invoice showing first.

*If you need details on an invoice you do not see on this page, please contact Support for more assistance.

How Can I View the Details of an Invoice?

Locate the Invoice you want to view details on, and use theActions button to view more information.

You can then click on the View Invoice orDownload PDF to view and/or print your invoice.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Welcome to Kindful! We know that making the switch to a new donor database it exciting, but may also seem a bit daunting. We're here tohelp you get started quickly and efficiently!

Linked Articles:

Please see the linked articles in this series along the bottom of this article.

Adding Your Organization Information

You can follow along by clicking on your profile in the top right corner of your account:

send our support team an email

Once you've clicked there, click Account > Quick Setup.

Organization details

Organization Name

Enter your org's name.This will be displayed on Donation Pages and automatically included in some Acknowledgements.

Fiscal Year End Month

You can choose which month your fiscal year resets. For example, if your fiscal year starts on July1st, you'd choose 6as the Fiscal Year End Month.

EIN

Your Employer Identification Number, used primarily for tax purposes.

Header Logo

This logo appears in the top left of your Donation Pages. This logowill look best with a white or transparent background. The Header Logo image size should be 200x80 pixels.

Small (Square) Logo

This logo appears on a Donation Page next to the Campaign name. This logo should be square or round. The Small Square Logo image size should be 100x100 pixels.

"Reply to" email address

Whenever you send an automatic receipt or Acknowledgement to a donor, that email is sent from [email protected] filling in the "reply to" email with one of your org's addresses, that email will receiveany replies donors might send.

Next step

Ready for what comes next? Continue on the Quick Start Guide to Step 2: Add Users.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article gives an explanation of how various Permissionsfunction within Kindful. Beginning with how to assign Permissionsto your admin users, the article then explains each Permission leveland its access to features.

Linked Articles:

- Step 4: Add Users

What is a Permission?

Permissions( previously referred to in Kindful as Roles )are designed to give admin users access to only the areas of Kindful they need. If an admin user only needs to input data, then theylikely don't need access to the account's billing information or user management. In this case, the set Permission would deny access to account settings, but allow access to data entry.

In Kindful, there are 4 levelsof Permissions: Account Owner, Staff, Basic Data Entry, and View Only. Each Permission level isoutlined below.

Assigning Permissions

Log in to Kindful, click your name and access the drop-down in the upper right corner and select Account.

send our support team an email

Then, selectView in theUsersblock,or access your User settings throughQuick Setup.

Note: Editing a current user will show options to change that user's permissions, granting access to different functions. Editing takes youto the same optionsas inviting a new user, but won't send the initial invitation email.

After selecting Invite a New User, you'll need to enterFirst name,Last name, theirPosition, anEmail address for that person, and then what level ofPermissions they'll be granted. After entering all these details, you canSend an invitation and that person will be invited as a new Kindful user with the Permissions you've designated.

Permission level: Account Owner

Account Owner users have access to everything, including user administration, and can access Kindful invoices and billing info. At least 1 admin user with Account Owner level is required; you can have multiple Account Owner users in your Kindful account.

Example users: Executive Director, Database Administrator

Permission level: Staff

Staff usershaveaccess to view and edit almost everything in Kindful. Staff users can't access Kindful invoices and billing info. Staff users can'tcreate, edit or delete Account Owner users.

Example users: Development Officers, Fundraisers

Permission level: Basic Data Entry

Basic Data Entryusershave access to view and edit Contacts. They may be reaching out to contacts or doing basic data entry such as updating addresses, adding or editing notes or tasks. They can enter transactions, but cannot otherwise view or edit any existing financial data in Kindful. Basic Data Entry users do not have access to Kindful settings or advanced features or tools.

Example users: Volunteers, Interns

Permission level: View Only

ViewOnly users have access to view all contacts and Financial data. However, they do not have access to add, edit, or delete records, nor do they have access to advanced features or Kindful settings.

Example users: Accountants, Consultants, Board Members

Permissions in detail: by feature and user type

This following chart shows specific Kindful features, delineated by Permission levels and their access to those features.

Feature

Account Owner

Staff

Basic Data Entry

View Only

View contact data

Yes

Yes

Yes

Yes

View contact data (contacts, notes, outreaches, mailings, etc)

Yes

Yes

Yes

Yes

View Groups Page

Yes

Yes

No

Yes

View financial data

Yes

Yes

No

Yes

View financial data (transactions, SC, NCG, pledges)

Yes

Yes

No

Yes

Basic data entry

Yes

Yes

Yes

No

Create and edit contacts and notes

Yes

Yes

Yes

No

Create other types of records (transactions, soft credits, pledges, non-cash gifts)

Yes

Yes

Yes

No

Advanced data management

Yes

Yes

No

No

Edit other types of records (transactions, soft credits, pledges, non-cash gifts)

Yes

Yes

No

No

Bulk edit contacts

Yes

Yes

No

No

Bulk edit activities

Yes

Yes

No

No

Import tool

Yes

Yes

No

No

Merge contacts

Yes

Yes

No

No

Archive data

Yes

Yes

No

No

Delete records

Yes

Yes

No

No

Address Verification (NCOA scrub)

Yes

Yes

No

No

Basic workflow

Yes

Yes

Yes

No

View, create, and edit tasks

Yes

Yes

Yes

No

Advanced workflow

Yes

Yes

No

No

Create, edit, and delete Groups

Yes

Yes

Create Only

No

Acknowledgements

Yes

Yes

No

No

Email & letter templates

Yes

Yes

No

No

Delete tasks

Yes

Yes

No

No

Searching and reporting

Yes

Yes

Some

Some

Use basic non-financial filters

Yes

Yes

Yes

Yes

Use basic financial filters

Yes

Yes

Yes

Yes

Generate standard report

Yes

Yes

Yes

No

Advanced filters

Yes

Yes

Yes

Yes

Custom reporting

Yes

Yes

Yes

No

Fundraising

Yes

Yes

No

No

Crowdfunding settings and results

Yes

Yes

No

No

Campaign settings

Yes

Yes

No

No

Donation page settings

Yes

Yes

No

No

Donation Plugin settings

Yes

Yes

No

No

Registration forms and results

Yes

Yes

No

No

Text-to-Give settings

Yes

Yes

No

No

Account management

Yes

Some

No

No

App Directory and connect apps

Yes

Yes

No

No

All other (non-user mgmt) settings

Yes

Yes

No

No

User management

Yes

Some

No

No

View invoices

Yes

No

No

No

Billing info

Yes

No

No

No

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Now that you've set up your organization's details in Step 1, it's time to get some other hands in the kitchen. Adding admin users will allow those associated withyour nonprofit to access and use Kindful on a regular basis.

Users are any people connected to your organization who will work in your database to view your donation data, enter in transactions, connect other services, communicate with donors, etc. This may include staff members, volunteers, and board members.

Permissions allow you to set certain levels of access for specific users.

Linked Articles:

- Quick Start Guide

- Permissions

Inviting Admin Users

send our support team an email

In Kindful, click on your name in the top right corner. Then, chooseAccountand selectUsers.

Click the View button.Select Invite New User.Each new user will receive an email invitation with instructions to set their password.

There are several different levels of permissions that grant access to various parts of Kindful.

Next Step

Ready for what comes next? Continue on the Quick Start Guide to Step 3: Connect a Payment Gateway.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

The + Add New button allows admins to create manual transaction entries (e.g., cash, check, credit, etc.). With manual transactions, admins have the option to automatically send email receipts to donors after making the entry.

Linked Articles:

- VIDEO: Adding Transactions

- New Transaction Batch

How it Works

Click the + Add New button in the top left corner above Kindful's main menu. Select "Transaction" from the drop-down menu. Afterwards, the "Create Transaction" modal window will appear.In this window, you will see the "Send receipt to [email protected]" checkbox after filling in the "Contact" field with the contact's name. By default, the checkbox will be marked. Admins can unmark the checkbox if they don't want to send an email receipt for the transaction.

Note 1: This feature is also available with the batch transaction entry tool.

Note 2:Either a campaign-specific or general email will be used to receipt the transaction.

With manual transaction entires, admins can choose the campaign the transaction is for. If a receipt template has been selected as the "Default Campaign Transaction Receipt" email inside that campaign's settings, the donor will receive this email. You can check this inside the campaign's edit settings from the Campaigns page.

If the transaction's campaign does not have a default campaign transaction receipt email set up, then your organization's default transaction email will be sent. You can manage this from the Transaction Settings section, in the Transaction Messaging portion, of yourFundraising Settingspage. Either the "Successful Transaction Messaging" email or the email set up in the "Transaction & Non-Cash Gift Receipt Template" field (in Receipts) will be used.

Steps

Click the "+Add New" button in the upper left corner.

Select "Transaction" from the drop-down menu that appears.

After entering the contact's name, a checkbox will appear saying, "Send receipt to [email protected]."

After entering all required transaction information, click "Create" at the bottom right of the modal window. This action enters the transaction into the database and sends the receipt.

send our support team an email

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article is a glossary of terms used within Kindful as it pertains to common terms and menu items.

Linked Articles:

- Contacts Filters Glossary

- Activities Filters Glossary

There are plenty of terms thrown around in Kindful. If you ever have questions about what something means or is referring to, you can head back to this list.

Terms from Kindful and the nonprofit world

Accounting Integration

The automatic sync of data between an accounting software and a CRM database. Kindful currently integrates with QuickBooks.

Acknowledgement

A letter, email, or any other avenue by which a nonprofit acknowledges a donation and thanks the donor. Can be an automated tax receipt.

Activities

Any data and detailed information that gets logged in Kindful. This can be as simple as an online credit donation, to a non-cash gift, an email, note, or event registration, and way more.

Campaign

An organized effort to raise money for a specific purpose. Campaigns are specific projects that flow into more general Funds.

Complete Historical Tracking

All interactions and communication a contact has with an organization (donations, events, notes, purchases, email and mail communication).

Constituent

Anyone who is associated with a nonprofit organization. Constituents can be donors, event attendees, email recipients or volunteers anyone who gets entered into the database.

Contact

A record that stores basic information and associated transactions. Contacts can exist for individuals or for organizations.

Contact Duplicate Finder

A tool that sifts Kindful to find contacts that are similar, and may be duplicates. The Contact Duplicate Finder can merge two contacts.

Custom Fields

Types of contact details created to track additional information that is unique to an organization (such as volunteer information, prospecting stages, interest and involvement)

Data Import Wizard

A Kindful tool that allows you to download a spreadsheet template, fill it in with your own data, and import contacts, transactions, or contacts with transactions into Kindful.

Database, Donor Database

See Nonprofit CRM

Deduplication

The act of merging duplicate records into one unique record. See Contact Duplicate Finder.

Crowdfunding Donation

Peer-to-peer fundraising pages in Kindful. Crowdfunding flows into Campaigns. See Peer-to-Peer Fundraising.

CauseDuplicate Record

Peer-to-peer fundraising pages in Kindful. Crowdfunding flows into Campaigns. See Peer-to-Peer Fundraising.

Email / Letter Templates

The Kindful term for constituent communication. These can be sent via postal mail, such as direct mailings, nonprofit collateral, or hard copies of donor receipts, or they can be sent via email, such as automatically emailed receipts, or year-end tax receipts.

Email Marketing Integration

The automatic sync of data between an email marketing service and a CRM database. Kindful currently integrates with Emma, MailChimp, and Constant Contact.

Filter

Search parameters used to segment data within a CRM system in order to create a report. Both activity (donations, interactions, etc.) and contacts can be filtered by specific criteria.

Fund

A classification system for categorizing donations and other monies coming into Kindful's database. Funds are general allocations made more specific through Campaigns.

Gift

Any monetary entry into the Kindful database. This can be created automatically when a donation is made on a Kindful donation page or through manual entry inside the database. Also known as donation or transaction.

Grant Management

Tracking of grant fundraising efforts, such as application progress, foundation information, and reporting progress

Group

Kindful term for a collection of contacts based on similar details or criteria. Groups are often synced as segments to email integration services, like Emma and MailChimp. See Segment.

Hard Credit

A database's designation for an individual or organization who is directly responsible for a nonprofit donation. Those indirectly responsible are filed as soft credits. See Soft Credit.

Household Record

A record in Kindful that includes multiple contact records that are connected under a family or business relationship.

In-Kind Gift

See Non-Cash Gift

Integration

The automated sync of data between a third-party service and a database. Kindful integrates with various email marketing, event management, e-commerce and accounting services. (See the growing list here.)

Matching Gift

A donation that is matched by another gift of the same amount. Many companies will match the donation of an employee to a nonprofit of their choice.

NCOA Updates

Updates made to contact records based on the National Change of Address process.

Non-Cash Gift

A non-monetary donation to a nonprofit (like stock, computers, or clothing).

Nonprofit CRM

A constituent relationship management software specific to nonprofits. Different from business CRMs, which refer to customer relationship management.

Peer-to-Peer Fundraising

Fundraising initiatives that utilize individuals or groups of individuals to raise funds or awareness for an organization through their social networks. See Crowdfunding.

Pledge

A commitment from a donor to give a certain dollar amount over a specified period of time.

Real Time Activity Feed

A live-updating account of all activity within the Kindful database. The top of the list has the most recent recording of data into Kindful.

Report

"A compilation of targeted data from a database. Common reports to know:

LYBUNT: Report of donors who gave “last year, but unfortunately not this” year.

SYBUNT: Report of donors who have “some years, but unfortunately not this” year.

Lapsed: Report of donors who have a history of giving, but have not donated for a specified number of years.

Sandbox

The Kindful Sandbox is a temporary test area to view data you've imported. You get to the Sandbox by using the Data Import Wizard. While in Sandbox, you're able to see what your recent import looks like in the database alongside your other data. Once you've checked your data for errors, you can either finalize the import and fully transfer it into Kindful, or wipe the Sandbox and start over. See Data Import Wizard.

Scheduled Report

A report that is saved and scheduled to be generated and emailed to a designated recipient at a designated time.

Segment

A group of constituents based on a specified set of criteria. For example, a large pool of donors can be segmented into a group based on a specific location. See Group.

Snailer

This historical term has been replaced by Email / Letter Templates.

Soft Credit

CRM designation for an individual or organization who is not directly responsible for a donation but should still be credited and acknowledged. Soft credits can be applied to any donor who has given through another source (like a spouse, employer, or foundation). See Hard Credit.

Solicitation

Any appeal made for a donation whether online, via postal mailing, or in person.

Split Transaction

A donation that is designated to more than one Campaign.

Task Management

The ability to assign specific tasks to any user within the Kindful database. See Tasks.

Tasks

A Kindful term for an admin user's assignment. A tasks can be created by any admin user with correct permission level, and will automatically send email reminders when the due date approaches.

Team

A fundraiser that has joined a Crowdfunding campaign, and can now invite others to give to or join their team in support of the charity's cause. See Crowdfunding

Team Captain

The moderator or administrator of a specific Crowdfunding Team page. The Team Captain can typically add descriptions, photos, tag lines, and set goals for their Team page. See Crowdfunding.

Transaction

Any monetary entry into the Kindful database. This can be created automatically when a donation is made on a Kindful donation page or through manual entry inside the database. Also known as gift or donation.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article goes overthe recommended sizes and tips for adding images to your Crowdfunding pages.

Linked Articles:

- Creating a Crowdfunding Campaign

Crowdfunding images

Individual Crowdfunding Headers

Recommended images are ones that are 1440px x 760px with the important imagery near the top half. Most of the image will be shown, but as it scales, it will mask from the top.

Crowdfunding Index Header Image

Recommended images are ones that are 1440px x 760px, keeping all text within the vertically centered 250px. Only the middle 300px will be primary, but depending on the width of the browser, more or less of the height will be shown.

Crowdfunding videos on team pages

Team members have the option to embed Youtube and Vimeo links onto their team page.

First, they'll sign into their team page using the link in the Crowdfunding welcome email. You can also sign into their team page by going to Fundraising, going toCrowdfunding in thedrop-down menu, selecting the Crowdfunding campaign, and choosing Details under the team member.

The team member will selectAdd or update image/video just underneath the profile name and image.

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From here, the team member can choose to submit an image link, Youtube link, or Vimeo link. They'll copy the link from the page (e.g. youtube.com/videolink) and paste it into the corresponding box.

After you've pasted the link in, selectSave, and you should be able to see a preview of the video in the central box on the page.

If that looks correct, make sure to pressSave in the top left of the page before closing the window.

Note: Although there are other areas to enter and edit text, this is the only way to embed a video on a team page.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article is a glossary of terms used within Kindful as it pertains to common terms and menu items.

Linked Articles:

- Kindful Glossary

- Contacts Filters Glossary

There are two types of filters in Kindful -- Activity Filters and Contact Filters. Activity Filters are limited to searches on the Activities page, and search for specified criteria. Below is a glossary of these filters.

Acknowledged: Yes/No

Displays activities that have either a Yes or No status for acknowledged.

Activity Type

Displays an array of different types of activities, from Soft Credits, to Transactions, to Non-Cash Gifts.

After Date

Displays activities that occur after a specified date.

Amount Greater/Less Than

Displays transactions including and greater/less than the amount specified.

Assigned to Recurring

Displays all transactions associated with a recurring transaction.

Automatically Rebilled Recurring

Displays any creation or update activities linked to an automatically recurring (online) transaction.

Before Date

Displays activities that occur before a specified date.

By Batch Entry

Search for transactions associated with a particular batch. By default, batches have a name of "Date - 1" (the number ascending if there are more than one batch on the same date), but if you have a custom name, you can search for that here too.

By Campaign

Displays activities associated with a particular Campaign. The options will list all active campaigns in Settings > Campaigns.

By Cause

Displays activities associated with one of your Crowdfunding pages.

By Contact

Displays activities associated with a particular contact. As you type the name, the results from your existing contacts will narrow down for you to select the desired contact from the drop down.

By Designation

Displays transactions assigned to a particular designation. Only for accounts with Quickbooks integration enabled.

By Event

Displays activities associated with a particular event. Only for accounts with Eventbrite integration enabled.

By Fund

Displays activities associated with a particular fund. All active funds can be found in Settings > Funds.

By Team

Displays activities associated with a particular Crowdfunding Team.

By Team Member

Displays activities associated with a particular Crowdfunding Team Member.

Card Type

Displays transactions associated with a particular card type, including ACH transactions.

Expiring Recurring

Displays recurring transactions associated with a credit card that expires in the specified number of days.

First Transaction

Displays transactions that are first-time donations.

In Month

Displays activities in a specified month (Jan - Dec, any year).

Manually Rebilled Recurring

Displays creation and update activities for Offline Recurring Transactions. This is not a default option for all Kindful accounts.

Prior Week/Month/Quarter/Year

Displays activities that occurred in the prior week, month, quarter, or year.

Recurring On

Displays recurring transaction activities that occur on the date you specify.

Refunded Transaction: Yes/No

Displays transactions that have been refunded -- or have not been refunded.

Saved

Specify any filter sets you have saved.

Split Children: Yes/No

Will display or hide split transaction children. When a single transaction is split between more than one campaign, the original transaction is the "parent", the splits are the "children".

Split Transaction: Yes/No

Displays all transactions that have been split -- will show parent and children transactions

Successful Transaction: Yes/No

"Yes" displays transactions that have processed successfully. "No" will display only declined transactions.

Tax Deductible: Yes/No

"Yes" displays transactions with any tax deductible amount. "No" displays transactions with 0 tax deductible.

This Fiscal Year

Displays activities occurring within the current fiscal year. Fiscal year varies from account to account, and can be configured in General Settings.

This Week/Month/Quarter/Year

Displays activities that occurred in the current week, month, quarter, or year.

Today

Displays all activities that occurred today.

Transaction Type

Displays transactions with the specified type (e.g. Cash, Online Credit, Square).

Transactions Linked

Displays transactions syncing with a particular integration. Note: not every integration is compatible with this filter.

Transactions Not Linked

Displays transactions that are not syncing with a particular integration. Note: not every integration is compatible with this filter.

With Answer

Search for select-type (drop down menu) campaign custom fields. Contact custom fields are represented differently, and you can search for them by name instead of using "With Answer".

Transactions Ready to Sync to Quickbooks

Displays transactions that have not yet synced with Quickbooks, but are awaiting a sync be kicked off.

Transactions Synced to Quickbooks

Displays transactions that have already synced to Quickbooks.

Transactions Without Designation

Displays transactions that have not been assigned a designation. These transactions will not sync to Quickbooks.

Yesterday

Displays all activities that occurred yesterday.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article covers pledges within the context of Crowdfunding.

Overview

Creating a pledge within Crowdfunding is to enable your Team Leaders (who may not be admins in your account) to enter offline donations they receive on-the-fly. This would update their page's progress without requiring you (an admin)to deposit a check on their behalf.

When these pledges are entered, the amount raised on that Crowdfunding pagewill increase, but it's designedintentionally to NOT automaticallyshow in yourActivities page. This is to prevent issues arising ifthe team leader never getsthe funds, for example.

There are a few reasons to putthese transactions into your Activities page.

To have these donations actually hit your database for totals, receipting, etc.

To change an entry of a donor's name from Anonymous to Visible (or vice versa)

To ensure your Crowdfunding pages accurately reflect the amounts in your system

Linked Articles:

- Creating a Crowdfunding Campaign

Editing a Crowdfunding pledge

To get into these transactions and editthem, you can go to the specific Crowdfunding campaign's root page and click onPledges. You'll see a number after the word Pledgeswhen the Team Leader has entered an amount. send our support team an email

You'll see a summary of all the transactions. At this point, you can either Completeor Deletethese pledges.

Clicking Completewill show a dialog box for you to fill out.

From there, you have options to Create a New Contact, how to enter their Transaction Type,ormatch it to an existing contact(if they exist).

Viewing a Crowdfunding pledge in Activity

Visit the Activities page to find the Crowdfunding pledge you just edited.

Click the dropdown arrow on the right side of the activity line, and choose Complete.

Now you can turn theactivity from a pledge into a transaction. Before clickingCreate, you can also choose toAllow Public Name Display toward the bottom.

After these steps, the donor's name will show on the Crowdfunding page.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

There are many places to enter images in Kindful. This article goes over how to crop those images after they've been uploaded.

Overview

You can load images in a handful of places in Kindful. Some of these images have the option to be cropped after you have uploaded them to fit into their respective spaces.

Linked Articles:

- Crowdfunding Images and Videos

- Add a Signature to Your Templates

Uploading images

The primary place you'll go to upload images for your organization is Settings, then General Settings. You'll find a whole section for images, where you can upload org images that appear in emails, letters, and public donation pages.

You can also load images inCrowdfunding pages.

Cropping an image

On many of the above mentioned images you'll be given the opportunity to crop. If a specific image can be cropped, you can press aCrop button beneath that image.

A window will appear with cropping controls. As you hover your cursor over the image, you'll see a crosshair appear. Click and drag your cursor to draw a cropping box around the image.

If you need to configure the cropping box before you finalize the crop, click and drag any of the black boxes around the edges of the box to move the perimeter accordingly.

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Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Use Kindful's Crowdfunding feature to raise money for your organization by enlisting the support of your supporters. Read this article to find out how to invite Team Members to your open Crowdfunding campaigns.

Linked Articles:

- Creating a Crowdfunding Campaign

- Create Crowdfunding Teams from a Group

How to Invite a Team Member

From the Team Captain's Edit Page, you can selectInvite Team Member.

Once the Team Memberhasreceived the invitation email, they'll need to select the link in the message. After selecting the link, they'll fill out a short form.

Filling out this form will confirm their acceptance of team membership.

Once the Team Member verifies an emailed code, they will be taken to edit their personal page.

NOTE: This page is also accessible for the user when they login into their personal Kindful User account.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Kindful offers many column types when you're creating a report.

Overview

You can set your columnsafter you've filtered on Contacts or Activities, and have selected Create Reportfrom the right sidebar.

Linked Articles:

- Creating Reports

- Column Sets

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Here's a list of all the column options. Most are self-explanatory, but we've added some insight on those that may be lesser known.

It's also worth noting the Activity columns are all directly related to the Activity itself (transaction, note, etc.) and Contact columns are related directly to information about the contact (person or organization record).

Activity columns

Column name

Description

Acknowledged?

Indicates whether or not this donation has the checkbox marked as Acknowledged. This is a manual process.

Activity Type

This shows the type of activity every line item is on your report. Includes things like Transaction, Eventbrite Registration, Mailing, Soft Credit, Pledge, etc.

Admin Note

The manually added Notes on a transaction. These are added by admin users of the Kindful account.

Amount

The donation amount.

Campaign Custom 1

This will be the value entered (by admin or donor) into the field for Campaign Custom 1. We also include an additional column that houses the question/label that was used.

Campaign Custom 2

This will be the value entered (by admin or donor) into the field for Campaign Custom 2. We also include an additional column that houses the question/label that was used.

Campaign Custom 3

This will be the value entered (by admin or donor) into the field for Campaign Custom 3. We also include an additional column that houses the question/label that was used.

Campaign External Id 1

Campaign External Id 2

Card

Last four digits of the card used.

Card Type

Declared the card brand (Visa, Mastercard, Amex, etc.).

Cart Items

Used in conjunction with a custom created page that you or a web developer would have created. This could be any "product" that was custom created to pass into Kindful from that custom page.

Cause

Shows if money was paid toward a crowdfunding campaign.

Check Number

Manually entered check number

Date Created

Gift Date

Declined?

Helpful to know if it was a successful transaction or not. Use this if you do not filter this out before generating the report.

EventBrite Event Name

When exporting our Eventbrite registration info, this will show the name of the corresponding Eventbrite event that synced in.

Fund Name

Name of the Fund as set in the Campaign Settings.

Gateway Response

The given response from the merchant gateway (Stripe, Authorize.net, PayPal) directly related to the transaction listed

Gift from Org

True/False that the money given was from an organization.

Note Content

When entering in a Note (+Add New > Note), this is the body of the note.

NoteSubject

When entering in a Note (+Add New > Note), this is the subject of the note.

NoteType

When entering in a Note (+Add New > Note), this is the type of the note selected.

Org Contact

The contact on file for an organization record.

Pledge Payment?

Shows if this payment was applied to an open pledge.

Recurring Payment Number

Number of the recurring payment in the system.

Split Parent?

A Yes/No response stating whether or not the transaction listed is the parent transaction (original) of a split transaction.

Tax Deductible Amount

The field on a transaction that indicates the amount that is tax deductible.

Tax Receipt ID

Only applicable to International organizations outside the United States.

Team

If money was paid toward a Crowdfunding campaign, the team it went toward.

Team Member

If money was paid toward a team, the team member it went toward.

Transaction Asset

The type of asset given in a non-cash/in-kind gift (car, medicine, books, etc.).

Transaction Type

Contactcolumns

Column name

Description

Address

Address Line 1

Address Line 2

Allow Solicitation?

A communication preference.

Alternate Email

Alternate Phone

Billing Acknowledgement?

A communication preference.

Birthday

Chapter

City

Communication Preference

Contact

Name of contact for org.

Country

Deceased?

Email

External ID 1

Contact ID used during import of data from previous system.

External ID 2

External ID 3

Fiscal YTD Gift Total

Formal Name

Groups

Shows all groups the contact is currently associated with.

Informal Name

Keyline

Secondary ID number within Kindful.

Largest Gift Amount

Largest Gift Date

Last Fiscal Year Gift Total

Last Gift

Last Gift Amount

Last Gift Date

Last Year Gift Total

Lifetime Gift Total

Marketing?

A communication preference.

Member Code

Contact's Kindful ID number.

Mobile Phone

Name

Newsletter?

A communication preference.

Next-to-Last Gift

Contact based field, this looks at the contact records next to last donation.

Number of Gifts

Lifetime amount of gifts for a contact record.

Occupation

Organization?

Whether this is a person or organization record.

Phone Calls?

A communication preference.

Phone

Phone 2

Phone 3

Postal Code

Preferred Name

Spouse Email

Spouse Name

Spouse Occupation

Spouse Phone

State

Work Phone

YTD Gift Total

Current YTD (Calendar) donation amount total.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article explains the different fields and how to enter in multiple transactions quickly and efficiently when creating a new transaction batch.

Overview

Creating a new transaction batch is great for entering a handful of donations that were given under similar circumstances or given for a similar reason. Perhaps you organized an event and took check donations from dozens of people. Creating a new transaction batch allows you to efficiently enter all those checks with the same preset defaults (e.g., "Gift date" and "Campaign").

Linked Articles:

- VIDEO: Adding Transactions

Batch defaults

The defaults you set will become presets for all transactions you enter in the bottom half of the page.

Note: Items can be overridden per transaction as you enter them, but the goal of a transaction batch is to have consistent presets for all donations (making it a speedyentry).

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Name/ID

This labels the current batch to differentiate from others.

Campaign

Select the campaign the transaction batch will default to.

Transaction Type

This is best utilized when all transactions in the batch are of one type (e.g., cash or check).

Note

This will be associated with all transactions you enter.

Example: "These checks were collected by the Sea Turtle mascot."

Gift date

Ideally, all transactions in a batch should have been received on the same date. If you click inside this space, you will be able to choose a date using the calendar display that appears.

Non Tax-Deduct Amount

This is the amount per transaction that you're declaring not tax-deductible.

Example: In the case of a purchased good, the cost of the good is not tax-deductible, so the amount you'd enter here would be the base cost of producing the good.

Adding a transaction

You'll see all the info. you entered in the first step already preloaded into this form. Start filling out the remaining information to completethis transaction.

Contact

As you enter in a contact's name, a list will populate below with suggested matches. Once you type in enough to show the name you're trying to link, click on the name that appears in order to link that contact with the transaction.

+

The plus sign icon next to the contact field is for entering a new contact. If you've typed in that person's name and a suggested match doesn't show, this is a good time to enter in that contact's info. into your database. Afterclicking the plus sign, a CreateContact dialogue box will display a form that you can fill out and submit to create a new contact.

Campaign, Transaction Type, Date, Non Tax Deduct, Note

All of these (mentioned in the first section of this article) can be manipulated per transaction. Example: 13 of your 16 donationswere given in check, but 3 were given in cash.

Designation

If you want to give a specific designation within a campaign for that transaction.

Amount

Enter in the amount of that gift (you don't need to enter any currency signs).

Crowdfunding

Select if the donor gave to a specific crowdfunding campaign.

Team Member

Select if the donor gave to support a team member of a crowdfunding campaign.

Give Credit

Designate a non-cash gift that can sum up to the totalyou put in Amount.

Adding more transactions

After you've selectedDone and entered the first transaction, you'll see a running tally of the transactions you've entered into that batch at the bottom of the screen. You can nowenter in another transaction with the default preset you designatedat the beginning.

Select theEdit Transactionbutton located next to your finishedtransactions to change what you entered.

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Peer-to-peer fundraising can be a huge win for any nonprofit. Not only do these campaigns help raise funds, but peer-to-peer programs help spread the word about your organization.

Kindful offers peer-to-peer fundraising through Crowdfunding. Learn more about these by watching the following walkthrough videos.

Crowdfunding overview

See a quick overview of how Crowdfunding Campaigns look and what they can accomplish.

0:15 Crowdfunding pages

0:30 Team pages

Create a Crowdfunding Campaign

Get a step-by-step walkthrough of how to set up your first Crowdfunding campaign in Kindful.

0:14 Crowdfunding menu

0:24 Add new Crowdfunding campaign

0:32 Summary section name, URL path, description

1:03 Summary section campaign, personnel cap, dates, overall goal

1:39 Abilities section

1:46 Messaging section

2:11 Goals section

2:29 Customize section

2:36 Sharing section

2:46 Saving

2:55 Viewing and editing the crowdfunding campaign

Additional resources

Creating a Crowdfunding Campaign

Invite teams

The whole point of peer-to-peer fundraising is getting as many people involved as possible. The first step is inviting people to join, so they can invite people from their own network. With options to invite individuals or Groups at a time, it's easy to get up and running.

0:09 Viewa created Crowdfunding campaign in Kindful

0:57 Invite awhole Group of contacts

1:17 Create teams from an invitation

2:12 Invite individuals

2:46 View created teams in Kindful

2:54 View created page with teams

Additional resources

Inviting Team Captains and Members

Inviting Team Members

Create Crowdfunding Teams from a Group

Inactivate a Crowdfunding Team

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

Use Teams and Team Members to effectively raise money towards your overall goals. Read on to see the ways to invite people to create fundraising pages for your organization.

Linked Articles:

- Creating a Crowdfunding Campaign

- Inviting Team Members

Inviting Individuals

In Kindful, click Fundraising on the left sidebar. Go to the Crowdfunding page, and select the one you'd like to invite supporters to join.

SelectInvite new Supporter* and a window will appear. On the left, you can begin typing in a contact's name, and then select that contact from the list. On the right, enter in new information to simultaneously invite that person and add their record to Kindful. PressSend to invite. PressSend and Reopen to invite another person directly after.

*Footnote: Listed above isInvite new Supporter. "Supporter" may be different depending on what you entered when creating your Crowdfunding campaign.

Once the invited Team Member verifies from the link in the invitation email, they'll have the chance to set up and customize their Team Page.

Inviting a Group

In Kindful, go to Crowdfunding, and select the one you'd like to invite supporters to join.

SelectInvite Group and a window will appear. Select the Group dropdown and choose which Group you'd like to send invitations to. Choose to send the contacts in that Group an email invitation, or if you'd like to Create Teams from those members automatically.

TheCreate Teams option is great for inviting people like Board Members. This option will create their Team automatically, so all they have to do is share with their friends and family the link to their Team Page.Send Email is a great option either way, as people will either have to confirm and create their Team (if theCreate Teams box is unchecked), or they'll get to customize their Team (if theCreate Teams box is checked).

What if "Invite new" Doesn't Appear?

If the option to invite new individuals or Groups doesn't show, this is likely because your Crowdfunding campaign's start date is in the future. Change the start date by going to Crowdfunding, then select Edit next to the one you need to change. Under theSummary tab, look forStart Date and select that line to change the date. Once the date is current (or in the past), theInvite new option will appear.

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

This article explains how to create Crowdfunding teams directly from Groups of contacts in Kindful.

Overview

Kindful Crowdfunding (our peer-to-peer feature) are a powerful way to leverage the personal reach of your supporters. Adding new team leaders (or captains) to any of your open Crowdfunding campaigns is simple.

You can add a team leader by doing one of the following:

Direct them to your public URL and have them sign up on their own

Invite team leaders directly from your admin portal

Invite (and auto-create) team leaders using the contacts that are already in Groups in Kindful

This article will describe how to do the second and third options.

Linked Articles:

- Create a Crowdfunding Campaign

- Create a Group

Add a Team Leader from Admin Portal

Go to Crowdfunding, then select the specific oneyou're asking someone to join.

SelectInvite new Fundraiser and a window will appear. From here you can lookup an existing contact, or create a new one.

send our support team an email

Add a Team Leader from Groups

Alternately, you can add a team leader through the Invite Groups tab.

Go to Crowdfunding, then select the one you're asking someone to join.

SelectInvite Groupand a window will appear. From here you can select a group, and Send Email, inviting people in that group to make a team, orCreate Teams, forming contactsfrom those groups into individual teams withoutneeding them to answer an email.

Choosing toCreate Teamstakes the contactout of the flow, and bypasses the obstacles they may face of setting up a team. You can then supply the contactwith their public page URL to share with their network!

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

Overview

This article covers how to customize the call-to-action (CTA) buttons on your Crowdfunding pages.

Linked Articles:

- Create a Crowdfunding Campaign

Change a Crowdfunding Campaign's Call To Action Label

SelectFundraisingin the left sidebar, and then go toCrowdfunding.Click on the Edit link on the Crowdfunding campaign you would like to change.

In the window that appears, go to the Customize tab. From here, you can edit both theCrowdfunding Home Page CTA as well as the button on aTeam/Individual Page.

PressSave to finalize your CTA choices.

send our support team an email

Edited CTA examples

Here's what a Crowdfunding page looks like.

Text that was formerly labeled"DONATE" is now labeled "SUPPORT US!".

Here's what an individual teampage looks like.

Text that was formerly labeled"DONATE" is now labeled "Support NOW!".

Still have questions?

Feel free to, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.