Setting up a WinRed page while ensuring compliance and gathering appropriate information involves several key steps.
Firstly, always include the disclaimer provided by Tatango on your donation or lead page. This disclaimer includes a links to your Terms & Conditions and also your Privacy Policy which outline how donor information will be collected, stored, and used. If you do not have your disclaimer, reach out to your Customer Success Manager.
Regularly audit and update your page to reflect any changes in regulations or best practices. By meticulously following these steps, you can establish a compliant and trustworthy WinRed page that respects donor privacy and fosters successful fundraising efforts.
How to Set Up Fields on Your WinRed Page:
Open WinRed
Select Utilities tab.
Select Bulk Actions
Scroll down to SMS Opt-In and select SMS Opt-In Bulk Updater button.
Find SMS Opt-In Button Callout Bulk update and click YES
Select Remove From All Pages
Scroll down to SMS Opt-In again and select SMS Opt-In Bulk Updater button.
Find SMS Opt-In Disclaimer Bulk update and click YES.
Select Apply to All Pages
Copy and paste disclaimer provided to you by Tatango into the open text box.
Select Apply to All Pages.
More about WinRed: