Introducing Donor Lifecycle Analytics and Kindful's new look

On April 17th, we released a pretty substantial update to Kindful's software. This article explains what we've changed and why.



Get help easier 

Throughout Kindful you'll see helpful "Cues" (often a question mark icon). Click on the Cue to view information about the page you're on.

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If you missed a message or a Cue, go to the "Cue Target" at the top of Kindful to view past Cues.

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There is now a easy link to Kindful's Help Center in your User Menu in the top right.

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The help button is still available, as always, in the bottom left of Kindful.

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Find what you're looking for easier

We've reorganized our pages into intuitive categories.

  • All the feature pages are still in Kindful, now much easier to find.
  • Our Product & Design Team did a lot of research and testing. Based on research and customer feedback, we've found the new organization is a much better list of top level categories.
  • Since much of what you may do at your organization (and within Kindful) may be related to Fundraising, it's now a top level menu.
  • Using drop down navigation menus, it's now much quicker to discover what's in Kindful.


Still can't find what you're looking for?

If you're really used to the previous navigation, that's ok – we thought of you too! It's easy to find all of the pages using the "Search" field at the top of Kindful:

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A fresh look for the dashboard

We asked, "What would you like to see on your Kindful Dashboard?" And you answered!

We hope you find the updated Dashboard more relevant, more informative, and more helpful.

Recent Transactions

Recently, a fundraiser told me that seeing new transactions come into Kindful is like receiving a present – it means your donors are engaged and believe in your organization! So we made the recent transactions "front and center", (technically front and right, but you catch my drift). Here you'll see:

  • new transactions
  • when someone sets up a new recurring transaction
  • new non-cash gifts

Donor Lifecycle Analytics

Kindful is putting powerful metrics front and center, giving you not only a pulse on your donor engagement, but actionable insights that can make a huge difference in your organization. 

There are many aspects to a healthy donor database and a growing, sustainable nonprofit. You may have heard a lot of emphasis on retaining donors, which is a key component to a healthy donor base. Kindful expands that view to see your entire Donor Lifecycle, showing you how well you're acquiring new donors, as well as increasing their giving over time.

Acquisition

To keep your nonprofit’s impact growing, your database has to grow as well. Now when you log in, you’ll be able to see how how well your marketing and fundraising campaigns are performing by tracking your new contacts and donors. You can also make sure you’re on track with new donor goals you’ve set over the last year.

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Retention

Retaining current donors may be much more cost effective than acquiring new donors. The Retention Rate updates daily to let you know how well your organization is retaining donors overall.

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Upgrades

Many donors have the potential to become even more involved with your nonprofit. Upgrades shows how well you’re encouraging donors to give more than they did the previous year.

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Fiscal Year Breakdown by Campaign and Fund

Kindful used to show a breakdown of your Fiscal Year by Fund. Now you can now see this breakdown displayed by Campaign as well. We've also improved the visual so it's much easier to gather meaning quickly.

Total Upcoming Recurring Transactions

Recurring transactions are vital – this is money you can count on coming in regularly. Now Kindful shows you a total remaining amount for the month, as well as what you can look forward to next month.

Donor Pyramid

There are many dimensions to understanding your donor base. The Donor Pyramid is a familiar way to visualize how your donors could be segmented into a few giving levels. How does your Kindful Donor Pyramid align with your current understanding of your organization's mix of small, medium, and large donors?

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For more information about how your Donor Pyramid is calculated, please see this helpful article.

For more information about the new Dashboard, please see this helpful article.

 

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