Fundraising Support

Manage your Automated Emails, Integrations and Utilities

Utilities & Integrations

Edit the emails your donors receive from your Committee

Customize Automated Emails to Donors

Donor Emails

How to set up email notifications for new donations, donors, page adds, low inventory and depleted inventory

Set up Email Notifications

Get notified when your committee receives a bank transfer of funds

Email Notifications for New Payouts

Notifications

How to set up a NationBuilder Integration on WinRed

NationBuilder Integration

Targeted Victory Integration

Meta Pixel (Facebook) Integration

How to setup a Zapier Integration on WinRed

Zapier Integration

Meta Conversions API (Facebook)

Receive real-time data from WinRed transactions

Enable Webhooks

Use the Amazon integration to send reports to an S3 bucket

Set up the Amazon S3 Integration

How to integrate FTP with your WinRed account

FTP Integration

Nucleus Integration

WinRed's GTM Buddy

Available integrations for connecting with our platform

Integrate with WinRed

How to setup the M2X Integration on WinRed

M2X Integration

How to Integrate WinRed with Google Analytics 4

Configure Google Analytics 4 for WinRed

Integrations

Learn how to track, export, and cancel reports on WinRed

How to View Data Exports

Data Exports

View and manage all images that have been uploaded to your WinRed Account

Media Library

Apply updates to all pages in your account

How to Use the Bulk Actions Tools

Bulk Actions

WinRed Blog

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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