Template Tags Glossary

Overview

This article provides a breakdown of all available tags by name, where in the Kindful system they pull the data from, a description/preview of the data they show, their display style, and which template types they work on.

Linked Articles:

- Creating Email/Letter Templates

- Email Template Examples

Tags

Tag Name	Tagged Data Location	Preview of Data	Display Style
Address	Contact Profile in Profile > Contact Info page	12 Cadillac Dr. Ste. 480	In-line text
Address Line 1	Contact Profile in Profile > Contact Info page	12 Cadillac Dr.	In-line text
Address Line 2	Contact Profile in Profile > Contact Info page	Ste. 480	In-line text
*Check Number	Transaction Details (manual entry; sync from App, e.g. QuickBooks, Classy, etc.)	12345	In-line text
City	Contact Profile in Profile > Contact Info page	Brentwood	In-line text
Current Date	Date letter is generated	March 30, 2020	In-line text
*Custom Field 1	Transaction Details provided by Donor or Admin	Text value input or Select value input by Donor or Admin	In-line text
*Custom Field 2	Transaction Details provided by Donor or Admin	Text value input or Select value input by Donor or Admin	In-line text
*Custom Field 3	Transaction Details provided by Donor or Admin	Text value input or Select value input by Donor or Admin	In-line text
Custom Cart Products	Meta-data on a transaction collected using Kindful API information	Child Sponsorship	In-line text
Email Address	Contact Profile in Profile > Contact Info page	support@kindful.com	In-line text
Employer	Contact Profile in Profile > Personal page	Kindful	In-line text
First Name	Contact Profile in Profile > Personal page	Daniel	In-line text
^Formal Name	Contact Profile in Profile > Personal page For Organization type records, it is advised to leave the Formal Name field blank	Mr. Daniel Bateman Jr.	In-line text
^^Informal Name	Contact Profile in Profile > Personal page For Organization type records, it is advised to enter the Primary Point of Contact for the organization	Mr. Daniel	In-line text
Keyline	Contact page URL	2822607	In-line text
^*^Last Gift  (Note: Great for appeals! We do not recommend using this tag for auto transaction receipts to reflect the current transaction. See "transaction amount" and related tags for auto receipts)	Contact Profile > Overview > Most recent Successful completed donation in Recent Activity.  (will not update in time for most automated receipts, therefore in automated receipts it may show the previous gift.)	$100.00	In-line text
^*^Last Gift Date (Note: Not recommended for use in receipting to reflect current transaction. See "transaction date")	Contact Profile > Overview > Most recent Successful donation in Recent Activity	March 30, 2020	In-line text
Last Gift Campaign  (Note: Not recommended for use in receipting to reflect current transaction.)	Contact Profile > Overview > Most recent Successful donation in Recent Activity	General Campaign	In-line text
Last Name	Contact Profile in Profile > Personal page	Smith	In-line text
Last Transaction Info (Note: Not recommended for use in receipting to reflect current transaction. See "transaction info for receipt")	Contact Profile > Overview > Most recent Successful donation in Recent Activity		Receipt block
Lifetime Giving Total (Transactions Only)	Contact Profile > Contributions block > Lifetime tab	$496,177.14	In-line text
Lifetime Giving Total (Transactions + Soft Credits)	Contact Profile > Contributions block > Lifetime tab	$498,052.14	In-line text
*Non-Tax Deductible Amount	Transaction Details	$10.00	In-line text
Organization Name	Settings > General Settings	The Sea Turtle Foundation (this is your organization name)	In-line text
Phone	Contact Profile in Profile > Contact Info page	615-953-0083	In-line text
Pledge Balance	Transaction Details	$250	In-line text
**Pledge Info For Receipt	Contact Profile > Overview > Corresponding Pledge(s) in Recent Activity. Generated via Acknowledgements tool to thank as many as needed		Receipt block
Postal Code	Contact Profile in Profile > Contact Info page	37212	In-line text
Preferred Name	Contact Profile in Profile > Personal page	Dan	In-line text
Prefix	Contact Profile in Profile > Personal page	Mr.	In-line text
Prev Year Transaction Info	Contact Profile > Overview > Corresponding Transaction(s) in Recent Activity from the Previous Year. Will produce one block per donation		Receipt block
Prev Year Transaction Total	Total amount of Transactions for contact in previous year	$2,992.08	In-line text
*Purchase Info For Receipt	Contact Profile > Overview > Corresponding Transactions(s) in Recent Activity. Can be Generated via automatic receipting only. Used when you need to give a proper receipt for a purchase, and you want to remove all indication of it being a donation (tax deductible amount, "campaign")		Receipt block
Signature	Settings > General Settings		In-line inserted image file
State	Contact Profile in Profile > Contact Info page	TN	In-line text
Suffix	Contact Profile in Profile > Personal page	Jr.	In-line text
*/**Tax Deductible Amount	Transaction Details	$250.00	In-line text
Team Label	Transaction Details	Kindful	In-line text
Title	Contact Profile in Profile > Personal page	Related to a position in society or profession such as "Dr., General, Supervisor"	In-line text
+Transaction Amount	Contact Profile > Overview > Any Successful donation in Recent Activity	$250.00	In-line text
+Transaction Date	Contact Profile > Overview > Any Successful donation in Recent Activity	March 30, 2020	In-line text
*Transaction ID	Credit Card info found in Transaction Details	34147749	In-line text
+*Transaction Info For Receipt  (Note: This is great for automated receipting!)	Contact Profile > Overview > Corresponding Transactions(s) in Recent Activity. Can be Generated via automatic receipting only. Used when you need to give a proper receipt for a donation		Receipt block
*Transaction Type	Transaction Details	cash transaction	In-line text
YTD Total	Contact Profile > Contributions block. Shows the year to date giving total.	$1,486.14	In-line text
YTD Transaction Info	Contact Profile > Overview > Corresponding Transaction(s) in Recent Activity from the current year to date. Will produce one receipt block per donation from the current year		Receipt block

* Indicates tags that are used on Transaction and Non-Cash Gift Receipt and Acknowledgement type templates.

** Indicates tags that are used on Pledge Receipt type templates (in addition to Transaction and Non-Cash Gift Receipt and Acknowledgement type templates).

^ If left blank, Kindful will sting together a Formal Name consisting of Prefix + First Name + Middle Name + Last Name + Suffix

^^ If left blank, Kindful will sting together an Informal Name consisting of the contact's First name

+ Only available on Acknowledgement and Transaction and Non-Cash Gift template types

^*^ We do not recommend using these tag for transaction receipts. Since transaction receipts are sent instantly, the Last Gift tag is not appropriate as it will include information on the transaction before the one that was just processed. In cases where this is the contact’s first transaction, this would be empty data. This tag may be better used for appeals or snailer templates.

First, the tag Organization Name is meant to pull in the name of your organization, not the name of an Organization contact, or a Person contact's employer. I can see how this would be confusing! I would suggest removing the tag from your template altogether. 

Properly Addressing an Organization Type Record

You can use the Formal Name tag. For Person contacts, this tag will string together a Formal Name consisting of the Prefix + First Name + Middle Name + Last Name + Suffix for a Person contact. For Organization contacts, this tag will list the Organization Name with the Point of Contact's name in the next line.

You can use the Informal Name tag. If the Informal Name field is left blank, Kindful will string together an Informal Name consisting of the contact's First name (for Person contacts) or the Organization name (for Organization contacts).