Contact Filtering & Reporting Improvements

This summer, Kindful is making improvements to filtering & reporting, adding more power while at the same time making it even easier to help you manage your donors.

We’ve added 19 more Contact-based filters to the Contacts page, more exportable contact fields and significant speed improvements to existing Contact-based filters.

Read more details about this update below:

 

1. Terminology

In order to clarify meaning and improve understanding, we have renamed several filters in Kindful. We hope that the new names will provide more clarity about what type(s) of data will be returned when using these filters.

Wherever possible, we have removed the ambiguous words “gift” and “gave”, and used “transaction” where appropriate.

For more information about Kindful’s “Giving” and “Gift” terminology, please see this article.

The following is a complete list of renamed filters. These filters still function the same way.

 

Old Name

New Name

Filter Type

First Gift Month

First Transaction Month

Contact

First Gift After

First Transaction Month After

Contact

First Gift Year

First Transaction Year

Contact

Gift Count Greater Than

Lifetime Transaction Count Greater Than

Contact

Gift Count Less Than

Lifetime Transaction Count Less Than

Contact

Has Donated

Has Transaction

Contact

Gave In Year

Has Transaction In Year

Contact

Gave In Fiscal Year

Has Transaction In Fiscal Year

Contact

Gave In Month

Has Transaction In Month

Contact

Gave in Past 12 Calendar Months

Has Transaction in Past 12 Calendar Months

Contact

Gave Since

Has Transaction Since

Contact

In Calendar Year, Gave Less Than

In Calendar Year, Total Transaction Amount Less Than

Contact

In Calendar Year, Gave More Than

In Calendar Year, Total Transaction Amount Greater Than

Contact

In Fiscal Year, Gave Less Than

In Fiscal Year, Total Transaction Amount Less Than

Contact

In Fiscal Year, Gave More Than

In Fiscal Year, Total Transaction Amount Greater Than

Contact

Largest Gift Amount Greater Than

Largest Transaction Greater Than

Contact

Largest Gift Amount Less Than

Largest Transaction Less Than

Contact

Largest Gift Month

Largest Transaction Month

Contact

Largest Gift Year

Largest Transaction Year

Contact

Lifetime Giving Greater Than

Lifetime Transaction Amount Greater Than

Contact

Lifetime Giving Less Than

Lifetime Transaction Amount Less Than

Contact

Number Of Gifts

Lifetime Transaction Count

Contact

Gave More Than X WIthin

Total Transaction Amount Greater Than X Within

Contact

Amount Greater

Amount Greater Than

Activity

First Gift

First Transaction

Activity

 

 

2. More Exportable Fields

In this release, now every standard contact field is exportable via reports in Kindful. Furthermore, the “Short Name” of a campaign associated with an activity is also exportable via reports.

For instructions for creating custom reports in Kindful, see this article.

The following is a complete list of fields added to the Create Report feature in this release.

  • Join Date
  • Gender
  • Address Deliverable
  • Email Deliverable
  • Reason Address Undeliverable
  • Reason Email Undeliverable
  • Receive Other Mail
  • Email integration opt-in
  • Campaign Short Name

Additionally, you can now include “Address 1” as a tag in your email and letter templates. This is helpful if you want to have more control over how addresses are formatted. Note that the standard procedure is to use the “Address” tag which displays the “Address 1” and “Address 2 fields automatically.

 

3. More “Giving-Based” Contact Filters

There are many ways that you segment and communicate to your donors based upon all of the various ways they give to your organization. We are pleased to announce 19 new contact filters, with which you will be able to do things like:

  • Find all contacts who were soft credited with more than $5,000 throughout their lifetime.
  • Find all contacts whose total of non-cash gifts adds up to less than $100
  • Find all contacts who contributed, in total, more than $10,000, regardless to whether they gave directly, were soft credited for a transaction, or donated non-cash items.

The following is a complete list of new contact filters in this release.

Contact Filter Name

What it does

Example

In Calendar Year, Total Transaction Amount Between

Returns Contacts whose transactions in the selected calendar year add up to a total that falls between 2 specified numbers (inclusive and accepts values to the penny).

In Calendar Year, Total Transaction Amount Between 2018,100,999.99 returns all contacts whose transactions in 2018 add up to exactly $100, exactly $999.99, or any amount in between those two numbers.

In Calendar Year, Total Transaction Amount

Returns Contacts whose transactions in the selected calendar year add up to exactly a specified amount.

In Calendar Year, Total Transaction Amount 2018, 1000.50 returns all contacts whose transactions in the 2018 calendar year add up to exactly 1000.50.

In Fiscal Year, Total Transaction Amount Between

Returns Contacts whose transactions in the selected fiscal year add up to a total that falls between 2 specified numbers (inclusive and accepts values to the penny).

In Fiscal Year, Total Transaction Amount Between 2017-2018,100,999.99 returns all contacts whose transactions in the 2018 fiscal year add up to exactly $100, exactly $999.99, or any amount in between those two numbers.

In Fiscal Year, Total Transaction Amount

Returns Contacts whose transactions in the selected fiscal year add up to exactly a specified amount.

In Fiscal Year, Total Transaction Amount: 2018, 1000.50 returns all contacts whose transactions in the 2018 fiscal year add up to exactly 1000.50.

Lifetime Contribution Amount

Returns Contacts whose contributions (contributions are transactions, non-cash gifts and soft credits) add up to exactly a specified amount.

Lifetime Contribution Amount: 1000.50 returns all contacts where the contact's soft credits plus their non-cash gifts plus their transactions add up to exactly 1000.50.

Lifetime Contribution Amount Between

Returns Contacts whose contributions (contributions are transactions, non-cash gifts and soft credits) add up to a total that falls between 2 specified numbers (inclusive and accepts values to the penny).

In Fiscal Year, Total Contribution  Amount Between: 2018, 1000.50 returns all contacts whose transactions, soft-credits and non-cash gifts  in the 2018 fiscal year add up to exactly 1000.50.

Lifetime Contribution Amount Greater Than

Returns Contacts where all of their contributions (transactions, non-cash gifts and soft credits) total to more than a specified amount.

Lifetime Contribution Amount Greater Than: 1000.00 returns all contacts where the total of the contact's soft credits plus their non-cash gifts plus their transactions total to 1000.01 or more.

Lifetime Contribution Amount Less Than

Returns Contacts whose where all of their contributions (transactions, non-cash gifts and soft credits) total to less than a specified amount.

Lifetime Contribution Amount Less Than 1000.00 returns all contacts where the total of the contact's soft credits plus their non-cash gifts plus their transactions total to 999.99 or less.

Lifetime Non-Cash Gift Amount

Returns Contacts whose non-cash gifts add up to exactly a specified amount.

Lifetime Non-Cash Gift Amount 1000.50 returns all contacts whose non-cash gifts add up to exactly 1000.50.

Lifetime Non-Cash Gift Amount Between

Returns Contacts whose non-cash gifts add up to a total that falls between 2 specified numbers (inclusive and accepts values to the penny).

Lifetime Non-Cash Gift Amount Between 100,999.99 returns all contacts whose non-cash gifts add up to exactly $100, exactly $999.99, or any amount in between those two numbers.

Lifetime Non-Cash Gift Amount Greater Than

Returns all Contacts whose Non-Cash Gifts total to more than a specified amount.

Lifetime Non-Cash Gift Amount Greater Than 9.99 returns all contacts where the total of the contact's non-cash gifts is 10.00 or more.

Lifetime Non-Cash Gift Amount Less Than

Returns all Contacts whose Non-Cash Gifts total to less than a specified amount.

Lifetime Non-Cash Gift Amount Less Than 100.00 returns all contacts where the total of the contact's non-cash gifts is 99.99 or less.

Lifetime Soft Credit Amount

Returns Contacts whose soft credits add up to exactly a specified amount.

Lifetime Soft Credit Amount 1000.50 returns all contacts whose soft credits add up to exactly 1000.50.

Lifetime Soft Credit Amount Between

Returns Contacts whose soft credits add up to a total that falls between 2 specified numbers (inclusive and accepts values to the penny).

Lifetime Soft Credit Amount Between 100,999.99 returns all contacts whose soft credits add up to exactly $100, exactly $999.99, or any amount in between those two numbers.

Lifetime Soft Credit Amount Greater Than

Returns all Contacts whose Soft Credits total to more than a specified amount.

Lifetime Soft Credit Amount Greater Than 50.25 returns all contacts where the total of the contact's soft credits is 50.26 or more.

Lifetime Soft Credit Amount Less Than

Returns all Contacts whose Soft Credits total to less than a specified amount.

Lifetime Soft Credit Amount Less Than 50.25 returns all contacts where the total of the contact's soft credits is 50.24 or less. Does not include contacts without at least 1 Soft Credit.

Lifetime Transaction Amount Between

Returns Contacts whose transactions add up to a total that falls between 2 specified numbers (inclusive and accepts values to the penny).

Lifetime Transaction Amount Between 100,999.99 returns all contacts whose transactions add up to exactly $100, exactly $999.99, or any amount in between those two numbers.

Lifetime Transaction Amount

Returns Contacts whose transactions add up to exactly a specifiedspecfied amount.

Lifetime Transaction Amount 1000.50 returns all contacts whose transactions add up to exactly 1000.50.

Lifetime Transaction Count Between

Returns Contacts whose number of transactions is between the specified numbers.

Lifetime Transaction Count Between 1,4 returns all contacts who have 1,2,3, or 4 transactions.

 

A Note about “including” vs. “excluding” numbers in results:

  • Whenever you see “Greater Than” or “Less Than” in Kindful, the specified number is Not included.
    • For example, “Greater Than 49.99” means 50 or more.
  • Whenever you see “Greater Than or Equal to” or “Less Than or Equal to” in Kindful, the specified number Is included.
    • For example, “Greater Than or Equal to 50” means 50 or more.

A Note about real-time data and results:

  • The above new filters relating to Non-Cash Gifts and Soft Credits are updated “near” real time. This means that when data is added, edited, or removed from Kindful relevant to those filters, a process is kicked off to update the filters so that within a matter of a few minutes, you will be able to quickly find results from these filters.
  • The above new filters relating to Contributions are a more complex aggregation of many types of data, and thus the process to update those filters runs once an hour. This means that when data is added, edited, or removed from Kindful relevant to those filters, depending upon when the change is made, there may be a delay before you see the results in the Contribution filters.

 

4. Filtering for Contacts based upon Contact Custom Fields

Date Custom Contact Field Filters

We are excited to announce that “Date” Custom Contact Fields are now filterable. This means that for any new Custom Contact Field of type “Date” that you create, Kindful will now automatically create contact filters for you so that you can easily find contacts based upon these fields.

For example, if you have a Date Custom Contact Field called “Received Waiver”, and if you want to find all Contacts who submitted the Waiver before June 1, 2018, You can now apply the following contact filter:

  • Received Waiver Before”, “6/1/2018”

In a similar fashion, find contacts based upon

  • Received Waiver After”, “6/1/2018”
  • Received Waiver Between”, “6/1/2018”, “6/30/2018”
  • Received Waiver”, “6/1/2018”

Select & Multi-Select Custom Contact Field Filters

Prior to this release, one could always find contacts based upon Select and Multi-Select custom field values using the “To Custom Field” contact filter.

However, in this release, we’ve made the process for finding contacts based upon Select and Multi-Select custom field values so much easier. Kindful will now automatically create a contact filter for every one of your Select and Multi-Select custom contact fields.


For example, if you have a Custom Contact Field called “T-Shirt Size” with values “Small”, “Medium“, and “Large”, and if you wanted to find all of the contacts who want a Small T-Shirt,

  • The old way of finding Contacts would be To Custom Field”,”T-Shirt Size”,”Small”
  • The new way: T-Shirt Size”,”Small”

 

5. Performance Improvements

The Engineering team here at Kindful always considers performance in any software release. We are pleased that we are able to offer considerable performance improvements for several filters with this release. This means that you’ll find the data that you’re looking for “that much quicker”.

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