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Available Features
Available Features

Learn about all the features that WinRed offers

Updated over 2 months ago

Features on WinRed

WinRed has the tools that will allow you to maximize your fundraising. Here is the complete list of features that will boost your organization's fundraising results.

Campaigns & Committees

Pages

Page Types

  • Donation Pages — Standard donation pages on WinRed

  • High Dollar Pages — Pages that change a reduced rate of 3.2% for your larger donors

  • Petition Pages — Ask your donors questions and collect information such as emails and phone numbers through these pages

  • Video Pages — Embed a video and live-stream events, campaign announcement videos, direct-to-camera candidate videos, and more on this page type

  • Entry Mode Pages — Allow staff to input donor information and process contributions on a donor's behalf on this page

Page Features

  • Page Search — Easily search through pages to find a specific one you are looking for

    • Exact Match — Search by an exact word in the name or slug of a page

    • Contains Match — Search by a word that may be included in the page's internal name or slug

  • Page Pagination — View the page numbers on the Pages, People, Revenue, Accounting, and Utilities tabs for easier navigation.

  • Payment Options

    • Donor Profiles — This is how WinRed counts the number of unique emails an organization has

    • Temporary Profiles — Tracks donors who have entered their contact information on a landing page but have not completed the donation

    • Apple Pay / Google Pay — Donors can easily donate on WinRed pages using these two payment methods

    • ACH — Accept ACH payments at a rate of .8%, capped at $5 per transaction

    • One-Click — Create donation links where donors can give within one click

    • Cover Processing Fees — Give donors an option to pay their processing fees so the organization receives the full donation amount

  • QR Codes — WinRed offers the ability to download QR Codes to use on Donation, Petition, High Dollar Pages, and Storefronts.

  • Password-Protected Features — Use this feature for marketing purposes to give your donors exclusive access to certain content

    • URL Parameters — Pre-fill the password field automatically so donors don't have to enter it

    • Case Sensitivity — Decide if the donor should have to enter a case-sensitive password or not

    • Custom Call Out — Customize the callout text that can appear above the password field

  • Page Customization — Customize your page's appearance with colors, images, and logos

    • Call to Action — Write a strong message to encourage people to donate

    • Campaigns — Use this to track the performance of individual pages and upsell or to offer merchandise

    • Source Code — This provides another layer of tracking, and every donation submitted on the page will have this associated code

    • Disclaimers — Add any additional disclaimers needed for reporting

    • Form Colors

    • Mobile Image — Append an image to appear on mobile devices

    • Desktop Logo

    • Desktop Background Image

    • Video Embed — Display a video as a page background

    • Form Steps — Decide if your donor should have to click through the donation form or not

    • Form Layout — Decide where the donation form should be placed

  • Personalization Features

    • Merge Parameters — Insert data from your subscriber list directly into WinRed to create personalized content for donors

    • Dynamic Amounts — Customize the donation button amounts based on who the donor is and their previous giving history

      • Control Groups — Add a control group to compare the data from the segment to see the impact!

  • Slates — Split funds and share data between different committees via donations, Petition Pages, and Upsells

  • Form Fields — Customize more aspects of your page, like the donation amounts and questions asked to donors

    • Recurring Settings — Give your donors the ability to make their donations recurring

      • Recurring Callout — Customize the recurring callout text that will appear on the donation form.

      • Radio Buttons / Check Box— Choose the style of the recurring ask on the donation form

      • Recurring Intervals — Choose if recurring donations should occur weekly, monthly, or quarterly.

      • No Default Value — Give your Radio Buttons no value so donors have to select to opt into a recurring subscription

    • Money Pledges — Give your donor the option to opt-in to contribute automatically on a future date

  • Custom Fields — Use these fields to gather extra data about your supporters on your pages

    • Text field

    • Number field

    • Text area

    • Checkbox

    • Paragraph

    • Hidden

    • Select Dropdown

    • Multiple Choice

    • Radio Buttons

    • Text Field Toggle

    • Other Option

  • Petition Pathways — Dynamically redirect lead from a petition to a donation page based on donor attributes

  • Upsell Pathways — Dynamically redirect donors from a donation page to an upsell based on donor attributes

  • Upsells — Maximize the impact on your donors by adding additional actions donors can take after they donate

    • Donation Upsell — Use this to ask your donors to donate to your committee and/or other committees

      • Donor Covers Processing Fees — Give donors the option to pay their processing fees on an upsell donation so the organization receives the full donation amount

      • Recurring Donation Button —Toggle a Recurring button on a Donation Upsell to give donors another place to opt into recurring donations

    • Double Upsell — Allows donors to create a second donation that doubles their total donation to you

    • Panel Upsell — Include a variety of additional upsell actions a donor can take, all on one page

    • Recurring Upsell— Use this to ask your donors to make their donations recurring

    • Money Pledge Upsell — Asks donors if they'd like to make an additional donation on a future date by opting into your Money Pledge

    • Create an Account Upsell — This upsell will ask your donors to create a WinRed account, which will save their information and make donating easier in the future.

    • Mobile Opt-In Upsell — This Upsell encourages donors to opt-in to SMS notifications from your organization

    • Volunteer Upsell — This upsell allows you to tap into donor enthusiasm by giving the option to become a volunteer for your campaign

    • Custom Content Upsell — Add some sort of content - like a thank you video, so users can interact with it before going to the next Upsell or confirmation

    • Public Upsells — These are upsell groups created by the WinRed team that are already made for you

  • Confirmation Page — Customize the page your donors will see after they complete the donation process

    • Confirmation Text — Write a thank you message to display to donors after they donate

    • Display Custom Button — Create a custom content button that your donors can see

    • Social Media Profiles — Display your social media profiles, such as Facebook and Twitter

  • Widgets — Add these on any page or upsell to drive urgency, show impact, and increase donor conversion rates

    • Multiplier — This encourages the donor to give more to increase their donation's "impact"

    • Exit Intent Popup — This creates a pop-up notification on the screen after a few seconds of the donor not donating or attempting to navigate away from the page

    • Amount Button Animation - The Wiggle — Draw your donors' eyes to the donation amount for which you've enabled the wiggle on

    • Shotclock — Create a sense of urgency for the donor by adding a Shotclock to your page

    • Countdown — Create a countdown to a specific date/time and display it directly on your page

    • Countdown to Midnight — This displays a countdown to midnight of the day it was added to your WinRed page

    • Donation Stream — This allows you to demonstrate the existing support for your campaign, encouraging other donors to participate by streaming recent donors names on the form

    • Thermometer — Add a public-facing goal to your page that a donor can directly impact

    • Social Links — Add Social Links to encourage your donors to follow you so they can stay connected to your campaign

    • Confetti — Surprise your donors with an animation of confetti or sparkles when they select a donation button

    • Custom Fields Results — Display the results of a poll or survey to your supporters on a subsequent step

  • Advanced Features

  • Custom CSS — Customize your pages further with the Custom CSS editor

  • Page Duplication — Easily make a copy of one of your pages

  • Bulk Page Duplication — Duplicate a specific page in bulk and efficiently apply bill-pay to the new copies

  • Leads — these are created when supporters sign a petition, sign up to volunteer through a volunteer upsell, or abandon the donation page

Reporting & Finance

Reporting Dashboard

Donors & Donations

  • Donation Filters — Use this powerful tool to view and find donation and donor details

    • Donor Details — This filter category can be used to find specific donor details

    • Page Details — This filter category can be used to search by Page URL and UTM details

    • Advanced — Use this filter to locate specific donations by the relevant charge ID or campaign

  • Virtual Terminal — Manually process donations on a donor's behalf without accessing a donation page.

  • Refundable Donations — Organizations can refund a donation of theirs at any time

    • Full Refund — A full refund will refund the donation amount to the donor.

    • Partial Refund — A partial refund will refund a portion of the donation amount and not the full amount

    • Same Day Refund — This refund will refund the processing fee but must occur within the same day as defined by UTC

  • Subscription Filters — Use this tool to view and find subscriptions made to your organization

    • Subscription Details — Filter by date, amount, interval, or contributor type to find a specific subscription

  • Cancellable Subscriptions— Organizations can cancel a subscription of theirs at any time

  • Custom Reports — This tool allows you to create unique reports with fields of your choosing

    • Types of Reports — There are several different reports to create, such as Disputes, Donations, and more, depending on your account type

    • Delivery Method — Choose how the report should be delivered

    • Report Frequency — Select whether the report should be run on an as-needed basis or a regular, recurring frequency

    • Report Conditions — Filter what data should be displayed in the report

    • Report Format — Define what Fields should appear in the report as columns

  • Connected Pages — View any pages created by other committees that your added committee

Accounting

  • Ledger —Track and view financial transactions, including donations, refunds, and payouts

  • Payout Reports — Each time WinRed disperses funds to your attached bank account, this type of report will generated

  • Email Notifications for New Payouts — Set up a notification for every time that your organization receives funds from WinRed

  • Changeable Payout Schedule — Choose when payout should be initiated for the organization

  • Block Donors — Organizations can block donors from donating to their committee via the amount given or the donor's email address

    • Manual Block — Block a donor’s specific email address from contributing more to your organization

    • Auto Block — Automatically block donors after they contribute a certain amount to your organization

    • Unblock a Donor — Any blocked donor can be unblocked and donate again to your organization

Utilities & Integrations

Donor Emails

Internal Notifications

  • Email Notifications — Create a customizable notification every time specific actions occur on an organization, the following types of notifications are available

    • New Donation Notification — A notification is sent for every new donation

    • Committee Added — A notification is sent every time your committee is added to another committees page or upsell

    • Low Inventory — A notification is sent every time the inventory for a bulk-ordered merchandise item is low

    • Depleted Inventory — A notification is sent every time the inventory for a bulk-ordered merchandise item is depleted

    • New Donor — A notification is sent every time a new donor donates to your committee, only available on Merchant accounts

    • New Lead — A notification is sent every time a new lead is created, only available on Merchant accounts

    • New Subscription — A notification is sent every time a new recurring subscription is created, only available on Merchant accounts

    • New Merchandise Order — A notification is sent every time a new merchandise order is created, only available on Merchant accounts

    • Report Requested — A notification is sent every time a report is requested from your account, only available on Merchant accounts

  • Payout Notifications — Receive an email notification every time your organization receives a transfer of funds to your bank account

Integrations

  • Integrations — WinRed integrates with many other platforms to make reporting, compliance, and data storage easier, the available integrations are listed below

    • Aristotle — Send data to Campaign Manager and Aristotle 360

    • DirectSnd — Send mobile opt-ins to DirectSnd

    • FTP — Post scheduled .csv reports to an sFTP Server

    • Crimson by CMDI — Send reports directly to CMDI

    • Google Tag Manager — Place a Google container tag on your pages

    • GTM Buddy — This tool will load all of our custom data-layer variables into the container that you have integrated with your WinRed account

    • Integrated Solutions: Political — Send compliance & financial reporting data to ISP

    • Iterable — Sends contact and purchase activity to Iterable

    • Meta Conversions API (Facebook) — Post scheduled .csv reports to an sFTP Server

    • Meta Pixel (Facebook) —Browser-side tracking for visits and conversions from Facebook ads

    • M2X — Send donations and lead data to M2X

    • NationBuilder — Send donation activity to NationBuilder

    • Nucleus — Efficiently manage political campaigns and organizations

    • RedCurve — Send compliance data to RedCurve

    • Salesforce Marketing Cloud — Create Data Extensions and send data in your SFMC instance

    • Amazon S3 — Post scheduled .csv reports to an S3 bucket

    • Tatango — Send mobile opt-ins to Tatango

    • Trail Blazer — Send donation activity to Trail Blazer

    • Webhooks — Sends data that comes to your committee

    • Zapier — Automate your workflows by connecting to 1000+ apps on the Zapier platform

Tools in Utilities

  • Data Export Tool — Use this tool to view all the reports that have been downloaded from your organization

  • Media Library — View and manage all images that have been uploaded to your WinRed Account

  • A/B Test — Test Upsell Flows by splitting traffic between them to see which one performs better

Account Settings

Settings

  • Committee Details — View the information that was inputted during your onboarding process

  • Owners — This tab will show the owners of the account

  • Bank Account — Add a Bank Account to deposit your funds into here

  • Pages — Set default settings for all of your created pages

  • Disclaimers — The disclaimers added here will display on new pages by default and appear in a box at the bottom of your page

  • Users — Add, remove, and manage your WinRed users here

    • Different User Roles — Assign users six different types of roles within a WinRed account. These roles can perform various actions under the Pages, People, Revenue, Accounting, Utilities, Merchandise, and Settings tab

  • Directory— Toggle whether to allow donors to be able to find your committee in WinRed's Directory

  • Account Deactivation — Here, you can deactivate your account to freeze all fundraising

  • Vendors — Add a connection with a Vendor to your account via their Bill-Pay ID

  • Bill-Pay Logs — Use this tool to see when Bill-Pay was added to a page, when the vendor fee was updated, and much more!

Merchandise

Storefronts

  • Storefronts — This a virtual campaign store used to promote a candidate’s Merchandise and is another method of optimizing small-dollar donations

    • Advertising optimized

  • Storefront Customization — Customize your storefront's appearance with colors, images, and logos

    • Store Page Title — Give your storefront a publicly viewable title

    • Source Code — This provides another layer of tracking, and any donation submitted on the storefront will have this associated code

    • Disclaimers — Add any additional disclaimers needed for reporting

    • Form Colors

    • Store Logo — Add a logo that should appear on the storefront

    • Desktop Hero Image — Upload a hero image of a product to display on your storefront home page

    • Hero Image Product — Link your hero image to a specific product

    • Checkout Image — Upload an image to display during the checkout process

  • Products — Edit what products should appear on the storefront and their order

  • Storefront Categories — Create navigational headers and subheaders that map to specific products in your storefront

    • Category Name — Give your category a name that will be publicly displayed on your storefront

    • Subcategory — Select whether you would like this category to be a subcategory of a main category or not

    • Enter a Slug — Enter a slug to give your category page a unique URL

    • Add Products — Add any valid products to your category.

    • Hero Image — Upload a hero image of a product to display on your storefront for this category

    • Mobile Hero Image — Upload a mobile hero image of a product to display on your storefront for this category

  • Form Fields — Here, you will see fields that can be enabled to personalize your storefront's checkout page

  • Additional Donation Amounts at Checkout — Toggle for an additional donation amount to display on the checkout page

  • Advanced Features

    • Fulfillment House — Select which fulfillment house your storefront products will be fulfilled through

  • Custom CSS — Customize your storefront further with the Custom CSS editor

Vendor Accounts

Vendor Account Types

  • Vendor Accounts — WinRed offers two types of vendor accounts: Full Access and Bill-Pay Only; these accounts serve very different functions

  • Full Access Accounts — These accounts are made for committees that have an outside party that is managing their donation page building, marketing, and data management

  • Bill-Pay Only Accounts —This type of account is for committees that have an outside party that is involved with their fundraising but do not require Admin-level access to your committee's account

Vendor Account Features

  • The Dashboard — This is a view of all the accounts you are connected to as a vendor, as well as their associated revenue

    • Total Raised — This is the amount the Connected Committee has raised over a given time

    • Vendor Raised — This is the amount the Vendor has raised for the Connected Committee over time, including the total raised on Pages and Upsells where the Vendor has a Bill-Pay

    • Vendor Earned — This is the amount the Vendor has earned through Bill-Pay with the Connected Committee over a given time. It is the total amount raised on Pages and Upsells where the Vendor has a Bill-Pay.

  • Bill-Pays — View pages and upsells where a Bill-Pay exists on your connected committees' pages

  • Revenue — Here, you can see all donations made to each of your Connected Committees

  • Accounting — The Accounting tab lets you view all the paid and pending transfers from WinRed to your organization

  • Integrations — Set up and manage any integrations on your Vendor account, the available integrations are listed below

    • FTP — Post scheduled .csv reports to an sFTP Server

    • Amazon S3 — Post scheduled .csv reports to an S3 bucket

  • Data Exports — This view shows all reports downloaded from your organization, this includes scheduled recurring reports and one-off exports

  • Custom Reports — Create or schedule a custom report based on various transaction types

    • Type of Report — There is one type of available report called a Bill-Pay report, which includes the vendor's fee on a committee account

    • Delivery Method — Choose how the report should be delivered

    • Report Frequency — Select whether the report should be run on an as-needed basis or a regular, recurring frequency

    • Report Conditions — Filter what data should be displayed in the report

    • Report Format — Define what Fields should appear in the report as columns

  • Settings — This is where you can manage your organization within WinRed

    • Vendor Details — This is where you can edit your organization settings, such as name, timezone, and W9s

    • Connected Committees — Here, you will be able to see the committees that your account is or has been connected to. You will also be able to initiate new connections with committees, see pending invites, and set the default fee

    • Bank Account — This tab allows to manage your vendor account's associated bank account

    • Users — Here, you can add multiple to your organization on WinRed.

Bill Pay

Overview of Bill-Pay

  • Bill-Pay — A service that allows vendors to collect fees on donations on their client's pages and upsells and recurring donations

  • Bill-Pay Logs —Use this tool to see when Bill-Pay was added to a page, when the vendor fee was updated, and much more

Connecting & Disconnecting to a Client

Other Features

  • Team Pages — Donors on WinRed can create their own donation pages to raise money for the causes and candidates they love

Related Articles
View & Download Donations
Types of Upsells
Add Yourself to the WinRed Directory
Create an Upsell
Create a Video Page
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