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  Contact Profile > Overview > Most recent Successful donation in Recent Activity $100.00  In-line text
Last Gift Date Contact Profile > Overview > Most recent Successful donation in Recent Activity March 30, 2020  In-line text
Last Gift Campaign  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

Contact Profile > Overview > Most recent Successful donation in Recent Activity  Screen_Shot_2020-03-30_at_3.30.50_PM.png 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  Screen_Shot_2020-03-31_at_8.54.23_AM.png 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  Screen_Shot_2020-03-31_at_9.08.51_AM.png  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")  Screen_Shot_2020-03-31_at_9.12.54_AM.png  Receipt block
Signature Settings > General Settings  Screen_Shot_2020-03-31_at_9.15.23_AM.png 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
+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 

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  Screen_Shot_2020-03-31_at_11.27.21_AM.png Receipt block
*Transaction Type  Transaction Details cash transaction In-line text
YTD Total  Contact Profile > Contributions block $1,486.14 In-line text
YTD Transaction Info Contact Profile > Overview > Corresponding Transaction(s) in Recent Activity from the Previous Year. Will produce one block per donation from the current year   Screen_Shot_2020-03-31_at_11.27.21_AM.png 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

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).


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. 

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