Using transaction types in Kindful

Overview

This article explains how to assign transaction types to donations as well as how to create filters and reports that look for these transactions.

Linked Articles:

VIDEO: Adding Transactions


Assigning a Transaction Type Manually

You can assign Transaction Types when entering transactions via the green + Add New button located in the upper left-hand corner of all Kindful pages. You can choose from the following list:

Screen_Shot_2019-01-14_at_12.53.03_PM.png    

Note that you can receive Credit (called One Time Transaction or Recurring Transaction), PayPal Transaction, and Square Transaction types automatically in your Kindful account when donations are made online.


Assigning a Transaction Type via an Import

You can set transaction types via the Import Tool. Go to Contacts and then Import Data to begin this process. Learn more about importing data into Kindful.

Assign the transactions in your import file to one of the options listed below. Be sure that the transaction types on your spreadsheet appear exactly as you see in this list so that the tool can map these effectively.

Screen_Shot_2019-01-14_at_11.02.11_AM.png


Using Custom Transaction Types

Kindful does not offer a way to add to the existing list of transaction types. To track other transaction types, you can use a Campaign Custom Field. To do this, go to Fundraising, then Campaigns. Locate the campaign you wish to edit and click the pen and paper icon edit_icon_copy.png located to the left of the campaign name. Scroll to the bottom of the Campaign Edit page and set up your Campaign Custom Fields like this: 

Be sure this field is Enabled and then click Update at the bottom of the page to save the Campaign. 


Filtering Transaction Types 

For stock transaction types, use the filter Transaction Type: Check (for example) on the Activities page.

 

    Screen_Shot_2019-01-23_at_11.52.46_AM.png

For custom transaction types, use the filter With Answer: Type 1 (for example) on the Activities page.  

Screen_Shot_2019-01-16_at_9.03.09_AM.png      


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. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments