You may need to pause your account during fundraising blackouts, legislative sessions, special sessions, election periods, or other reasons. The guide below goes over how to pause your account.

Navigate to the Settings tab and select the Account Status subtab to begin.

Here, the account's current status will be visible, and you will be able to view which fundraising features are active. Select the blue Get Started Here button if the account needs to be paused.

You can also find a log of Account Status Activity changes here. This will show who made changes to the account and what changes they made.

The menu below will appear. Here, you can choose the new status of the account. Conduit accounts will see two options: Deactivate and a Custom Option; Merchant accounts will see Deactivate, Pause, and a Custom Option.

Merchant accounts on WinRed have the option to temporarily pause fundraising under Step 1. To begin this process, head to the Account Status Tab.

Select the Temporary Pause option, and the following actions will occur, and they will be visible on the right-hand side of the screen:

Once an organization is removed from slates, they will not be automatically re-added to them once the account is unpaused.

Scroll down to Step #2 to edit different options on the account. Toggle if the existing subscription on the account should be paused. Users are responsible for ensuring set fundraising dates comply with state fundraising laws.

If the subscriptions are not unpaused within six months, they will be automatically canceled.

Edit the message donors will see when visiting an archived Donation, High Dollar, and Video Page.

Select a future date when this pause should occur. This date cannot be more than 30 days in advance. Fundraising will be stopped at 12:00 am EST on the date.

Paused accounts can be either automatically unpaused on a future date or manually unpaused. If you would like for the account to be automatically unpaused, enter an unpause date, and this will then occur at 12:00 am EST of the selected date.

After the correct settings are inputted, select the green Continue to Step 3 button, and the following confirmation page will appear.

Confirm the actions taken by entering PAUSE in the text field and then clicking the red Pause Account button.

The following confirmation page will appear. It will display the account status and the actions that will occur on the associated dates. A cancel account deactivation button will also be visible here.

If the account is scheduled to be paused, you can cancel it by selecting the red Cancel Account Pause button on the Account Status tab.

The message below will then appear. Click the red cancel button to cancel the pending account pause. The account status will then go back to live.

If a merchant account is paused and you want to unpause it manually, go to the Account Status tab.

Under Step 1, select the Reactivate option. The following actions will occur, and they will be visible on the right-hand side of the screen:

Select the green Continue to Step 2 button, and the following confirmation page will appear.

Here, confirm the actions that will be taken by entering REACTIVATE in the text field and then clicking the red Reactivate Account button.

The following confirmation page will appear. It will display the account status and the live fundraising features.

The custom option status is available for Conduit and Merchant accounts on WinRed and is visible under Step 1 on the Account Status Tab.

This allows you to choose individual statuses for each fundraising feature on your account.

Scroll down to Step 2.A to edit different options on the account. Here, select the status of existing subscriptions and pending money pledges. On a conduit account, they can either be active or canceled, while on a merchant account, they can be active, paused, or canceled.

If the cancel option is selected, enter the subscription cancelation date. All subscriptions will be canceled on that date at 12:00 a.m. EST, and the date cannot be more than 30 days in advance.

If the paused option is selected on a merchant account, click the future date option, where you can input the date that subscriptions should be paused.

All subscriptions will be paused on that date at 12:00 a.m. EST, and the date cannot be more than 30 days in advance.

Then select how you would like to unpause subscriptions, you can either input a future date or manually unpause them. If a paused subscription is not unpaused within six months, they will automatically be canceled.

On 2.B, select the new status of the donation, high dollar, video pages, and storefront on the account. They can be live or archived.

If archived is selected, input the message donors should see when visiting the pages and the date on which the pages should be archived. This will occur on the selected date at 12:00 a.m. EST. The date cannot be more than 30 days in advance.

On 2.C, select the new status of petition pages on the account. They can be live or archived.

If archived is selected, input the message donors should see when visiting the petition pages and the date on which the pages should be archived. This will occur on the selected date at 12:00 a.m. EST. The date cannot be more than 30 days in advance.

On 2.D, Select the new status of slates on the account. They can be live or removed and blocked.

If remove and block are selected, decide when your account should be removed from slates. The date cannot be more than 30 days in advance. Removal from all Slating will take place on the selected date at 12:00 a.m. EST.

Once this occurs, this action is irreversible.

After the correct settings are imputed, select the green Continue to Step 3 button, and the following confirmation page will appear.

Here, confirm the actions that will be taken by entering CONFIRM in the text field and then clicking the blue confirm button.

The following confirmation page will appear. It will display the account status and the actions that will occur on the associated dates.

If an account status is changed and the Donation, High Dollar, and Video Pages are archived, the Storefront on the account will also be inactive, and donations cannot be processed on it.

If the pages are being reactivated and you would like to use the Storefront again, head to the Merchandise tab and select the Storefront Settings subtab.

Select the green Activate Storefront button here, and then the Storefront can process contributions again.

Anytime a new status is set on the account, it will be visible on the Account Status Activity log on the Account Status Tab.

The log will detail any changes to the account status, the user's email and the date and time of this change.

Any time the account's status changes, WinRed will send an email from confirmation@winred.com to all admin users confirming the change. An example of this email is pictured below.

Questions?
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If you have questions or are unsure on any of these steps, please reach out to our support team by clicking the red chat box at the bottom right corner of your screen.