1116 Kindful Academy webinar slides

1. Welcome to
Kindful Academy
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3. Housekeeping
Live Transcript
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4. Housekeeping ● The resources mentioned in the session
will be linked on the Resources slide at
the end of this presentation.
● We will share the slides and recording of
this session with you via email later today.
● Any questions we are not able to answer
live or in the Q&A will be addressed after
the session via a follow-up.
● If you need further assistance, please
reach out to support@kindful.com. Our
support team is amazing!

5. Ryan Maloney
Database Coach
Before coming to Bloomerang, Ryan
co-founded and served as the Production
Manager for a non-profit performing arts
organization in South Florida.
Previously, Ryan was a member of the Kindful
Customer Support Team and is now proud to
be a part of the Coaching Team where he gets
to partner with nonprofits to maximize their
use of the Bloomerang and Kindful products.

6. Kindful Receipts &
Acknowledgements

7. Agenda
1
2
3
4
Power of Thanks
Templates & Tags
Receipts
Acknowledgments
5 Q/A

8. The Reciprocal Power of Gratitude
Inspire Ongoing Giving
“First-time donors who get a personal thank you within 48 hours are 4x more
likely to give a second gift”. -McConkey, Johnston International UK
Create A Culture of Gratitude
“Practicing gratitude — 15 minutes a day … can enhance mental wellness and
possibly promote a lasting change in perspective.” -UCLA Health
Structure for Success
Automate for efficiency. Maximize touchpoints.

9. Templates & Tags
Templates: A saved document that has already
customized details in place.
Different Types within Kindful for organization and
function: Receipts, Acknowledgements, Recurring gifts,
Birthdy emails, Letters, Tax Summary
Tags: Dynamic fields that insert contact and transaction
information to customize your correspondence.

10. Working with Templates
Key Question: What is the purpose of this
correspondence? This will help you determine
how to choose your template type.
Pro-Tip: When copying/pasting data,
utilize a text editor - text edit, notepad, etc or
type from scratch
Let’s Create a Template

11. Working with Receipt
Key Question: What is the purpose of this
correspondence? This will help you determine
how to choose your template type.
Pro-Tip: When copying/pasting data,
utilize a text editor - text edit, notepad, etc or
type from scratch
Automatic confirmation that the
donation was successful

12. Working with Receipt
Note for Canadian Customers: All receipting demonstrated is for
non-Canadian customers. Canadian customers are required to
enable CRA mode
Utilize ‘Transaction and Non-Cash Gift Receipt’ templates to
enable transaction amount & date tags
Automatic (online gifts) vs Manual (offline gifts, third party gifts)
Designate Receipt Templates: One-time gifts, Recurring,
Subsequent recurring gifts, Specific campaigns
Successful transaction messaging vs. receipts
Automatic confirmation that the donation was successful

13. Working with Receipts
Initial response to a donation; confirmation that gift was processed
- Note for Canadian Customers: All receipting demonstrated is for non-Canadian
customers. Canadian customers are required to enable CRA mode
- Utilize ‘Transaction and Non-Cash Gift Receipt’ templates to enable transaction
amount & date tags
- Automatic (online gifts) vs Manual (offline gifts, third party gifts)
- Receipt Templates: One-time gifts, Recurring, Subsequent recurring gifts,
Specific campaigns
- Successful transaction messaging vs. receipts

14. Default Receipt settings
Using multiple templates for different types of receipts
- Configure global receipts under ‘Transaction Settings’
PROTIP: type transaction Settings into Search By Name field)
- If you don’t have a receipt template,
Kindful defaults the ‘Transaction Info
for Receipt’ tag
- Campaign Receipts will override the account receipts
Configure under Campaign settings

15. Acknowledgements
Responding to donors for specific gifts
- Acknowledgements allow you to apply pre-made templates to thank
donors. This is in addition to the receipt.
- Acknowledgment types: Call, Email, Snailer, Visit
- New donations are automatically sorted into a list to be thanked.
Note that a single activity can only exist in one list at a time
- Acknowledgements create a consistent workflow:
- New transaction creates the acknowledgement
Email - sends in template in bulk
Letter - generates templates into downloadable PDF
- Sending marks transaction as ‘Acknowledged - Yes’
- List resets the action count back to ‘0’

16. Working with Acknowledgements
Let’s create an Acknowledgement!
1. Build your Acknowledgement template. Include any tags you would like
applied. Common Tags: First/Formal/Informal Name, Last Gift, Last Campaign
2. Create a new Acknowledgement list:
Apply filters for specific activities for you want to acknowledge.
○ Choose the type: Email, Snailer, etc
○ All lists automatically filter ‘Acknowledged_No’
○ Lists default as day-of but can be backdated to include historic gifts
○ Reorder Lists by “drag and drop”

17. Question + Answers

18. ● Template Tags Glossary
● Email/Letter Template Examples
● Understanding Template Types
● Enabling CRA Functionality
● How To Send Tax Summaries Using
Kindful's Built-in Tool
Resources

19. https://support.kindful.com/s/