Kindful allows you to set a handful of automatic emails that can go out when donors take particular actions.
Overview
This article provides examples that can be used for each template type. These emails were crafted by Kindful. Each example will have a final version followed by how the version needs to be entered into the template editor with the appropriate smart tags.
Linked Articles:
- Creating Email/Letter Templates
- Send Email From Your Address (Not Ours)
Templates covered below include:
1. Transaction and Non-Cash Gift Receipt
2. Default Recurring Transaction Receipt
3. Subsequent Recurring Transaction Receipt
4. Default Pledge Receipt
5. Custom Failed Transaction Receipt Email
6. Custom Expiring Card Email
7. Year to Date Totals and Receipts (Similar to a Tax Summary)
1. Transaction and Non-Cash Gift Receipt
Create this type of template to be used for automatically receipting online donations via email, as well as emailing transaction receipts from the Activities page. This type will be set either on the Transaction Settings page in your Kindful account, or on a per-campaign basis.
Example Template:
Hello, Sarah!
It is people like you who make what we do possible. Your donation of $250 on July 4, 2019 to our Save the Turtles! Campaign is greatly appreciated. So, let us be the first to say - THANK YOU! - for being a part of our mission in saving the Sea Turtles.
Since 2013, we have been working tirelessly to ensure that the habitats for these beautiful creatures remain intact, as well as promoting their health and well-being to those who live in the communities around them.
Your amazing donation of $250 has a tax deductible amount of $200.
Below, you will find a receipt for your records. Don't worry, we will send out a year-end tax summary in time for you to file early next year. You can also follow the link below to manage your giving options with our donor management system, Kindful.
Thank you so much!
Jonathan
The Sea Turtle Foundation
Example Template, including the Kindful tags:
Hello, {{FORMATTED_LETTER_INFORMAL}}!
It is people like you who make what we do possible. Your donation of {{TRANSACTION_AMOUNT}} on {{TRANSACTION_DATE}} to our {{LAST_GIFT_CAMPAIGN}} Campaign so greatly appreciated. So, let us be the first to say - THANK YOU! - for being a part of our mission in saving the Sea Turtles.
Since 2013, we have been working tirelessly to ensure that the habitats for these beautiful creatures remain intact, as well as promoting their health and well-being to those who live in the communities around them.
Your amazing donation of {{TRANSACTION_AMOUNT}} has a tax deductible amount of {{TAX_DEDUCTIBLE_AMOUNT}}.
Below, you will find a receipt for your records. Don't worry, we will send out a year-end tax summary in time for you to file early next year. You can also follow the link below to manage your giving options with our donor management system, Kindful.
{{TRANSACTION_INFO_FOR_RECEIPT}}
Thank you so much!
{{SIGNATURE}}
Jonathan
The Sea Turtle Foundation
2. Default Recurring Transaction Receipt
Create this type of template to be used for automatically thanking newly created recurring transactions via email. This type is used to say "thank you" to a donor for creating a recurring donation that will take place on a day that is not today. For example, if today is June 15, and the donor creates a recurring donation to run on the 25th of the month, the Default Recurring Transaction Receipt will be sent indicating this action. Then, when the first donation takes place on the 25th of the month, the assigned Transaction and Non-Cash Gift Receipt template will be sent.
Set this template as Type: Recurring Transaction Receipt. The Default Recurring Transaction Receipt is the same as the Recurring Transaction Receipt.
Example Template:
Hi Davey,
Thank you so much for setting up a Recurring Transaction with us. We are so delighted you would choose to commit your hard-earned money to us on a regular basis.
Your first donation will draft on the next occurrence of the date you chose. Be on the lookout! When the gift processes, you will get a receipt for that, too.
You can click on the link below to manage your giving account with our donor management system, Kindful, and you can see the details of this recurrence.
Thank you so much!
Jonathan
The Sea Turtle Foundation
Example Template, including the Kindful tags:
Hi {{FORMATTED_LETTER_INFORMAL}},
Thank you so much for setting up a Recurring Transaction with us. We are so delighted you would choose to commit your hard-earned money to us on a regular basis.
Your first donation will draft on the next occurrence of the date you chose. Be on the lookout! When the gift processes, you will get a receipt for that, too.
You can click on the link below to manage your giving account with our donor management system, Kindful, and you can see the details of this recurrence.
Thank you so much!
{{SIGNATURE}}
Jonathan
The Sea Turtle Foundation
3. Subsequent Recurring Transaction Receipt
Create this type of template to be used for automatically receipting recurring online donations that take place after the first successful recurring transaction. This receipt would be sent on the third, fourth, fifth, etc., recurring transaction that runs in the sequence. The order, when using a Subsequent Recurring Transaction Receipt would be as follows:
- Default Recurring Transaction Receipt - used first when the donor creates a recurring transaction to take place on a date that is not today
- Transaction and Non-Cash Gift Receipt - used second when the donors' first successful transaction that is tied to the recurring transaction is processed
- Subsequent Recurring Transaction Receipt - used in all subsequent successful recurring transactions that take place after the Default Recurring Transaction Receipt and the Transaction and Non-Cash Gift Receipt is used
Set this template as Template Type: Transaction and Non-Cash Gift Receipt. Be sure to title it appropriately so you can find it in the list.
Of note, if there is no Subsequent Recurring Transaction Receipt template set, all transactions that apply to this type will get the default Transaction and Non-Cash Gift Receipt.
Example Template:
Grace,
We wanted to let you know what we have been up to this month!
We have been able to re-home four sea turtles along the Florida Panhandle. We are absolutely thrilled about this, and it is a huge thanks to our supporters and volunteers for making this happen. Efforts to improve the habitats for these sea turtles we work with has continued as well. We hope to have our sea turtle homesite finished by the end of August, and we couldn't be more thrilled about it.
After we finish this project along the Coast, we will be having our annual Fall Gala to support the Sea Turtles. This is currently scheduled for September 17, 2019. Keep your eyes out for an email with more information on how to purchase tickets and attend this incredible event. We will have live music, a live auction, incredible food, and some fun dessert food trucks in attendance! Be sure to sign up.
Thank you again for your support, and be on the lookout for next month's installment.
You can click on the link below to manage your giving account with our donor management system, Kindful, and you can see the details of your donations with us.
Thank you so much!
Jonathan
The Sea Turtle Foundation
Example Template, including the Kindful tags:
{{FORMATTED_LETTER_INFORMAL}},
We wanted to let you know what we have been up to this month!
We have been able to re-home four sea turtles along the Florida Panhandle. We are absolutely thrilled about this, and it is a huge thanks to our supporters and volunteers for making this happen. Efforts to improve the habitats for these sea turtles we work with has continued as well. We hope to have our sea turtle homesite finished by the end of August, and we couldn't be more thrilled about it.
After we finish this project along the Coast, we will be having our annual Fall Gala to support the Sea Turtles. This is currently scheduled for September 17, 2019. Keep your eyes out for an email with more information on how to purchase tickets and attend this incredible event. We will have live music, a live auction, incredible food, and some fun dessert food trucks in attendance! Be sure to sign up.
Thank you again for your support, and be on the lookout for next month's installment.
You can click on the link below to manage your giving account with our donor management system, Kindful, and you can see the details of your donations with us.
Thank you so much!
{{SIGNATURE}}
Jonathan
The Sea Turtle Foundation
4. Default Pledge Receipt
Create this type of template to be used for automatically receipting online pledges received. Contact the Support team to get this process configured.
Example Template:
Dear James,
Thank you so much for making this pledge to us! Your promise for the future helps us effectively forecast our future plans for creating sustainable habitats for our Sea Turtles.
Below is your pledge information we received. We look forward to working with you to complete this pledge! Be on the lookout from our team for ways to complete this. Just so you know, any future donation can be applied towards this if you so choose.
Thank you so much!
Jonathan
The Sea Turtle Foundation
Example Template, including the Kindful tags:
Dear {{FORMATTED_LETTER_INFORMAL}},
Thank you so much for making this pledge to us! Your promise for the future helps us effectively forecast our future plans for creating sustainable habitats for our Sea Turtles.
Below is your pledge information we received. We look forward to working with you to complete this pledge! Be on the lookout from our team for ways to complete this. Just so you know, any future donation can be applied towards this if you so choose.
{{PLEDGE_INFO_FOR_RECEIPT}}
Thank you so much!
{{SIGNATURE}}
Jonathan
The Sea Turtle Foundation
5. Custom Failed Transaction Receipt Email
Create this type of template to be used for automatically receipting failed online donations. We recommend using our stock template, however, because it will include the reason code for the decline, which is not a usable field if you create your own template. No tags are available for this purpose, so you are free to use a Transaction and Non-Cash Gift Receipt template you create, or allow for the system default to be used. We recommend using the system default template here, because it includes data that cannot be accessed via a tag. It will include things like the reason code for decline; e.g. Insufficient Funds, Billing Address Mismatch, etc.
6. Custom Expiring Card Email
Create this type of template to be used for automatically messaging a donor who has a payment method on their profile that is tied to a donation. These go out automatically from the connected Gateway, and you can set a custom message to your donors if you would like. We recommend creating one for this purpose. No tags are available for this purpose, so you are free to use a Transaction and Non-Cash Gift Receipt template you create, or allow for the system default to be used.
7. Year to Date Totals and Receipts (Similar to a Tax Summary)
Create this type of template to be used to send a preview to your donors of the end of year tax summaries or in cases where the tax summary tool is not applicable. This will show the donors their total giving for the year and a transaction info receipt for each donation over the year. It uses the "year to date" tags so it is based on the date in which you generate the letter in your acknowledgment tool or mail merge.
Example Template, including the Kindful tags:
{{ADDRESS}}
Dear {{FORMATTED_LETTER_INFORMAL}},
Below are the giving totals for the current year so far. Thank you for your ongoing contributions.
Your total contributions as of {{DATE_LONG}} is {{YTD_GIVING}}
The Sea Turtle Foundation is a 501(c)(3) nonprofit organization. Donations are tax deductible to the extent allowed by law. Reference IRS Publication 526.
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