Your ministry’s Kindrid Giving account has been approved and is ready to roll! It’s time to explore your reporting tools and launch resources.

Below are the crucial first steps to setting up your account, going live, and confirming a successful launch!

1. Have you joined our Initial Onboarding Webinar?

This important step is not only free but will introduce you to Kindrid's Church Success Team!   We are here to help you navigate your new dashboard and support your pastoral staff engage your congregation to increase giving! 

2. Configure your primary online giving link

You’re only a few steps away from having your online giving portal live and ready to receive gifts!

3. Choose your text giving number

Within minutes, you’ll activate text giving, choose your number, and go live! 

4. Create Fund Designations

  • Click the gear icon in the top right corner of your dashboard
  • Choose the Fund Management card
  • Select the Action button
  • Choose Edit from the dropdown menu
  • Add your keyword (must be one word, no spaces)

    **To learn more about adding a Note or Memo field to a specific fund, click here.**

Watch a video guide here!

5. Check your Give Now Form to verify the funds you want visible to donors are checked.

  • Click Forms in the left navigation bar
  • Choose the Give Now Form
  • Click the gear next to My Donation
  • Select Fund Items from the field properties
  • Check or uncheck boxes of funds you want displaying Change the order of funds by clicking on the double dotted lines and dragging them to your preferred order
  • Click OK
  • Click Save Changes (bottom right corner)
  • Choose Publish

6. Consider embedding your Giving Form on your website

  • Click Forms in the left navigation bar
  • Choose the Give Now Form
  • Click Form Properties at the bottom of the screen
  • On the General Info Tab scroll down and click Copy Embed Code button
  • Provide this code to your website admin


7. Let your Givers help cover processing fees

  • Click Forms in the left navigation bar
  • Choose the Give Now Form
  • Click Form Properties at the bottom of the screen
  • Click the Payment tab
  • Check the box next to Enable Convenience Fee
  • Choose a Percentage or Flat Dollar amount.
  • Choose the account to which the Convenience Fee should be attributed.
  • Click OK
  • Click Save Changes (bottom right corner)
  • Choose Publish

8. Customize email templates & gift confirmations

  • Click the gear icon in the right corner of your dashboard
  • Choose the Email Template card and Form Emails
  • Customize messages to your givers for each of the templates in the drop-down menu.

9. Complete ChMS Integration or chose your Data Export Profile

Learn how to reconcile gift records with your Church Management Software (ChMS) or how to select and save a Data Export profile here.

10. Campus Tracking

Do you have multiple campuses? If so you can quickly configure your account to track multi-campus giving.

11. Invite your team! Add additional managers.

Add additional administrators (and manage their permissions!) to help track and promote Kindrid Giving at your church.

12. Start your first project in MinistryOne

Did you know that a mobile app is already included in your giving plan?!
Check out this Set-Up Guide and activate your app today!


13. Prepare to Launch! 

Update website and communication materials!

Optimize your website and communications (slide deck, bulletin, emails, etc.) to increase generosity!

Keep the momentum going-- make it a goal to launch within your first 30 days! Plan to set aside a few minutes on a Sunday morning for a live announcement and walkthrough.  

Let’s make your church known for generosity! 😃

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