WinRed Page SetUp

How to properly set up the fields on your WinRed pages

Katy avatar
Written by Katy
Updated over a week ago

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:

  1. Open WinRed

  2. Select Utilities tab.

  3. Select Bulk Actions

  4. Scroll down to SMS Opt-In and select SMS Opt-In Bulk Updater button.

  5. Find SMS Opt-In Button Callout Bulk update and click YES

    1. Select Remove From All Pages

  6. Scroll down to SMS Opt-In again and select SMS Opt-In Bulk Updater button.

  7. Find SMS Opt-In Disclaimer Bulk update and click YES.

  8. Select Apply to All Pages

  9. Copy and paste disclaimer provided to you by Tatango into the open text box.

  10. Select Apply to All Pages.

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