M2X Integration

How to setup the M2X Integration on WinRed

Updated over a week ago

This integration allows you to send donations, leads, money pledges, and upsell data from WinRed to your M2X account.

In order to set this up, you will first need to reach out to the WinRed Team at support@winred.com and request for the M2X integration to be enabled on the account.

Set up the Integration

Then click the green Add Integration button and select M2X from the menu.

The menu pictured below will appear. Give the integration a name and add any notes associated with it. Then enter your Client ID, provided by M2X, toggle the integration as Active, and hit Save at the bottom.

Once completed, the integration will be active, and it will start sending data over to M2X.

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

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