Understanding Configurations, Workflows & the Main Menu
Kind Kiosk gives you several building blocks for controlling what donors see and how donations are tracked. Once you understand how they relate, the rest of the Dashboard becomes much easier to navigate.
The building blocks
Designation: a fund a donation is applied to (often tied to an accounting or fund code). Designations are your “where the money goes.”
Configuration: the donor-facing setup of a kiosk: the suggested amounts, prompt text, logo/background, which designation it gives to, and toggles like anonymous donations and donor-covered fees. You can have as many configurations as you want.
Workflow: the type of experience a button launches: a donation workflow, a commerce workflow (a storefront with products), or an informational workflow (no payment, e.g. a guestbook or sign-up).
Campaign: a reporting roll-up used to group donations for an event or initiative. Your transaction list is always the source of truth.
Main Menu: a home screen with multiple buttons, so one device can offer several paths (for example, “Donate” and “Sign our guestbook”).
Creating and switching configurations
We recommend creating a separate configuration for each event or use case, and naming it something you’ll recognize later.
Set the active configuration to change what a kiosk displays. You can do this remotely from the Dashboard, the kiosk updates automatically the next time it’s online.
Remember to Save. Configuration changes don’t take effect until you click Save at the bottom of the page.
Staging vs. live. A configuration left in a staging or test state won’t appear on your live kiosk until it’s set active.
Using the Main Menu
By default a kiosk’s home screen is a single donation workflow. To offer more than one option on the same device, switch the home screen to the main menu. For each button you:
Add a button
Choose the workflow it launches
If it’s a donation workflow, choose which configuration it uses
This lets a single Kiosk route to different designations or different experiences. See Kiosk Main Menu for a walkthrough.
Keep your kiosk app updated
Newer features (like the main menu) require an up-to-date kiosk app version. If you don’t see an option described here, your device may need an app update — this happens automatically when the kiosk is online, or you can contact us if a feature still isn’t appearing.
Still have questions? Reach out to our team and we’ll help you set things up.