Step 1: Add Your Organization Details

This is the first step in our Quick Start Guide.

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 to help you get started quickly and efficiently!

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

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

 

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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 July 1st, you'd choose 6 as 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 logo will 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 support@kindful.com. By filling in the "reply to" email with one of your org's addresses, that email will receive any 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 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. 

 

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