WinRed Revamps Account Status Options for Users
WinRed has drastically simplified the account closure process, allowing users to disable an account in a few clicks, pause a state-level account temporarily or customize ...
WinRed has special features to help compliance users get the reporting data they need and process different types of donations.
Here are ten key features you need to know about:
1. Custom Payout Reports
Receive payout reports with the exact columns and information you need.
Access the payout customizer by navigating to the Payout Reports tab in the Accounting section.
Learn more about customizing Payout Reports here.
2. Merchant Accounts
We’ve made a big push to bring feature parity between conduit and merchant accounts, so you can pull and download all the information you need no matter the type of account.
As a reminder, federal committees can choose a Conduit or Merchant account when signing up for WinRed.
Learn more about account types here.
3. Accounting Ledger Summary
Merchant accounts now have a summary section at the top of the Ledger tab.
This feature allows merchant accounts to view a summary of donations, refunds, disputes, and payouts across the entire WinRed account.
Read more about the Accounting Ledger here.
4. Accept Donations from Businesses & PACs
Eligible committees can accept donations from Businesses and PACs.
Reach out to the team to use this feature, and then you can toggle it on for the Donation Pages you choose or a WinRed Storefront.
Note: Be sure to consult your legal counsel before using this feature.
Learn more about Business/PAC donations here.
5. Entry Mode Pages
Enabling Entry Mode on a page allows staff to input donor information and process contributions on a donor’s behalf.
When using Entry Mode, your saved information will not populate into the donor fields even if you are logged into a WinRed account.
Read more about Entry Mode here.
6. High Dollar Processing with Lower Fees
Every WinRed account can create pages specifically for their high dollar fundraising.
These pages charge a special lower processing rate of 3.2%, which means more money in your campaign account to help you win.
Learn more about High Dollar Pages here.
7. ACH Processing with Lower Pricing
WinRed allows you to process ACH donations with a lower processing fee of 0.8%, capped at $5 per transaction. The minimum ACH donation amount is $100.
Enable this feature on a WinRed account by contacting the WinRed team. After that, you can add this payment option on a page-by-page basis.
Learn more about ACH Donations here.
8. Email Address Optional on High Dollar and Entry Mode Pages
Campaigns can choose not to require a donor email address to process donations on High Dollar or Entry Mode pages.
Read about Optional Email Fields here.
9. Automatically Block Donors
The Auto Block tool allows committees to block donors automatically once they reach an organization’s maximum contribution amount.
This means that you no longer need to manually add supporters to the Blocked Donors tab or refund donors that give more than an annual maximum.
Note: Please reach out to the WinRed team to use this feature.
Read more about Auto Block here.
10. Same Day Refunds
Donations refunded on the same day can have the processing fee refunded.
To qualify, the refund must occur within the same day as defined by UTC (7 PM EST/8 PM EDT), and it must be a full refund. Partial refunds cannot have their fees waived.
Donations made on regular pages and high-dollar pages qualify for same-day refunds.
Learn about Same Day Refunds here.
Are you a State, Local, or Federal campaign not on WinRed? Register here today!