Setup Your Template
Create a new template via Communications > Templates
Set the template type as Acknowledgement
Type the body of your template and save it. Be sure to insert the Transaction Info For Receipt tag. This is required for the Non Cash Gift information.
Generate a List of Non Cash Gifts to Thank
Go to Acknowledgements in Communications, and create a new Acknowledgement list
Name the filter
Select type as "Email" or "Snailer" (for printed letters)
A menu will appear and then you may select the Snailer you wish to send. Do not click save yet
Filter for Activity Type: Non Cash Gift
You will be routed back to the Acknowledgements screen. Go to the bottom and select the historical date for pulling in historical transaction(s)
This process will run in the background and find any outstanding matches per your filtering criteria
Refresh your page via your web browser controls
The list will appear with a number value in the Action Needed column and will allow you to send it via email/generate your letter
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.