Summary
Save valuable time by connecting Join It with Kindful to keep your member and donor data in sync automatically. Join It’s integrations are designed to simplify data management across platforms, and Kindful’s donor database and automation tools pair seamlessly with your membership workflows.
By integrating the two systems, new members and their payments can be automatically added to Kindful, reducing manual data entry and helping you maintain accurate donor records.
Features of the Kindful Integration
Simple Configuration: Easily set which members are added to your donor database.
Campaign Association: Associate membership dues with specific Kindful campaigns.
Automatic Profile Creation: Automatically create Kindful profiles when members join your organization.
Recurring Membership Fees: Automatically charge recurring membership fees and send notifications if cards on file are declined or expired.
Profile Annotations: Member profiles on Join It are annotated with a note indicating that the data was properly synced to Kindful.
Instructions on Setting Up the Connection
Connecting Join It and Kindful is quick and easy. Follow the steps below to ensure new members and their payments are automatically associated with the correct Kindful campaign.
Sign Up for Join It:
Create your Join It account and complete the initial onboarding process.
Navigate to Automations:
Go to the 'Automations' section of Join It.
Select Kindful Card:
Choose the card labeled 'Kindful'.
Connect Kindful Account:
Click Connect Kindful and log in using your Kindful credentials (if not already connected).
Select Membership Types:
Choose which memberships to include in the automation - either all members or specific membership types.
Choose Kindful Campaign:
Select the Kindful campaign you want members to be associated with.
Create Automation:
Click Create Automation to finish setup. All new members will now be added to Kindful automatically.
Screenshot Description: Setting up the integration
Frequently Asked Questions
Will Members in Join It duplicate with Donors in Kindful?
No, when creating the payment/donation in Kindful, it will attempt to match based on email address. If there is a matching email address, a duplicate record will not be created.
What Fields get synced over to Kindful?
First name
Last name
Email
Company/employer
Birthday
Phone
Address
Are we able to take Donations without Kindful?
Yes, you can still accept donations without using Kindful. Join It allows you to collect and manage donations directly through its platform.
You can learn more about that here: https://support.joinit.com/en/articles/1049309-a-comprehensive-guide-to-collecting-donations-with-join-it