1. Email Marketing (if your account is not using Pinwheel's Email Marketing tool, click here to sign up!): 
   1. In Contacts and Groups, the column order has been updated to display Email first, followed by First Name and Last Name. This change allows the Export Grid to Excel file to match the format of the Email Import Template, making it easier to use as a re-import tool. This can be used to perform unsubscribing contacts in bulk by exporting a group or filtered list of contacts, and re-importing the file as Unsubscribed.
   2. In the Groups grid, a new column for Creation Date has been added.
   3. After creating a new Group, the software now opens the group form instead of returning to the Group Grid.
2. Donor Import - People Tags can now be included as a field when importing donor data. If your account is not using Pinwheel's Donors Module, contact us for details!
3. Events - Peer-to-Peer Fundraising Setup:
   1. A Run Status column has been added to the Generate Fundraisers History grid.
   2. Details for each fundraiser created have been added to the History grid.
4. Site Records and Site Applications - On the School Details tab, the internal "% non-white" field has been relabeled to "% BIPOC". The corresponding standard question in the site application remains unchanged; however, accounts can update or reword that question as needed.

1. Account Settings Updates – This tool has been reorganized and expanded to be more intuitive and provide more functionality:
   1. Registration Settings has been renamed to Application Settings. The Receipt Sender Options have been relocated to this section.
   2. A new section called Event Settings has been added; Category Cancellation Reasons and Participant Withdrawn Reasons have been moved here.
   3. A new section called Fundraising Settings is now available and includes a new option called Campaign Type. Accounts can now define custom campaign types (e.g., Direct Donation, Peer-to-Peer) and assign them to fundraisers on the Settings tab for additional reporting. Use of campaign types is optional.
   4. A new section called Person Record Settings has been added. All existing options related to Roles, Tags, and Gender have been consolidated here.
2. Event Messages – Information Panel Enhancements - Updates have been made to the Information Panel in Event Messages to provide more flexibility and control:
   1. A new Panel Title field has been added. By default, this is set to "Event Information," but can be customized to better fit the event (i.e. for example, it can be changed to "Program Details" for an after school program). A new Show/Hide toggle also provides control over whether the title appears at all.
   2. Packet Pickup has been moved to a tab next to Additional Information so it is easier to see on the screen.

We have added four powerful Account Reports to help you better analyze and manage events.

To access them, go to the green menu bar, click the Reports folder, and open the Event Reports section. You’ll find:

1. Event Statistics for Multiple Events – View key performance metrics across events
2. Financial Summary for Multiple Events – See a consolidated financial overview
3. Participant List for Multiple Events – Export participant data across events
4. Profit and Loss for Multiple Events – Track total revenue and expenses

How to run them:

Copy each event’s Registration Code from Event → Setup → Settings, then paste them into the report input field, separated by commas.

These reports are great for year-end summaries, grant reporting, or just getting the big picture. Check them out today!

We have added Apple Pay and Google Pay as payment options for fundraisers, making it quicker and easier for donors to give!

To enable Wallet Pay*, open any fundraiser, go to Settings > Payments and switch the Accept Wallet Payments toggle to Yes. Repeat this step for any other fundraisers where you want to offer this option. 

Stay tuned - Wallet Pay support for events and recruitment campaigns is coming soon!

*If your organization uses iframed fundraisers on your website, check your email for further instructions on enabling Wallet Pay.

 

In addition, refunds can now be performed in fundraisers. Open a fundraiser, click Donations, find the donation to be refunded and click on it once, open the Donation Details tab, click the Refund button next to the credit card, e-check, or wallet payment, and then go through the steps on the refund screen.

Check out our latest blog post on how to clean up Email Marketing Contact lists and why it's so important! Click here to learn more.

1. Events - Volunteer Scheduling
   • Scheduled/Unscheduled Volunteers & Event Categories Grids: Column headers are now displayed in full, and the first four columns are locked for easier navigation, allowing users to scroll while keeping categories, roles, and volunteer names visible.
   • Editable Date Fields: Date fields can now be edited directly within the Volunteer Details box, Scheduled Volunteers grid, and Unscheduled Volunteers grid, without having to open individual volunteer records. Click the Pencil icon, enter/edit the date, then click the blue Checkmark to save the value.
   • CPR/First Aid Certification Fields: The CPR and First Aid Yes/No values and certification dates reflect the information stored in each person's record by default. When a certification date is updated within Volunteer Scheduling, the corresponding Yes/No value will now automatically update based on the new date:
     – If the date is in the future, the status changes to "Yes" (certified)
     – If the date is today or in the past, the status changes to "No" (not certified)
   • Training Fields Update: In the Volunteer Details box, the Last Training date field has been replaced with Online Training and In-Person Training date fields.
2. Site Recruitment Campaigns
   • In the Application Record under the General tab, the Application Status and Application Date fields have been relocated to the top of the right-hand column, making them easier to find and update.
3. Email Marketing Module (EMM)
   • New Send Option: Users can now send a campaign to All Subscribed Contacts. This will send the campaign to everyone in the EMM Contacts list who is subscribed (excluding those who are unsubscribed).
   • New Contact Insights: The Contacts tab now includes two new columns:
     • # of Opens: The total number of times each contact has opened emails.
     • Last Open Date: The most recent date a contact opened an email.
     • Status: This field can be updated directly in the grid without having to open the contact record.
   • Deliverability Tip: Regularly review contacts! Sending to inactive recipients can harm a sender's reputation—email providers may route your messages to spam if engagement is low. Focus on active audiences and unsubscribe contacts who no longer engage.

1. In People, a new People Import tool has been added, allowing accounts to upload people records in bulk. An import template is included in the tool.
2. In Events, Participant Conversion now supports custom People Roles configured in the account's Settings, allowing for more flexibility when managing participant data.

1. In Events > Settings > Payments, the Cash option can now be relabeled; for example, it can be changed from Cash to Voucher, if participants pay with homeschool vouchers. The updated label will appear on the Checkout page, Confirmation page and Receipt.
2. In Sites, an Active column has been added to the grid and the field is visible on a site record's General tab.
3. In a Site record, the General tab now displays Created On and Last Modified By fields.
4. In a Site record, in the Site History tab, a Registration Status column has been added to display the associated category status of that site in an event.

NEW & IMPROVED! Participant Conversion in Events

We have enhanced the Participant Conversion process to make it clearer, more efficient, and more powerful!

1. Apply Person Tags During Conversion: Users can now add Person Tags directly within the conversion process, making it easier to categorize and manage People records.
2. New Instructions and Warnings: The Participant Conversion has been updated to include clear instructions, concise field names, and new warning messages.
   
3. Enhanced Run History Screen: The Run History screen is now larger, easier to navigate, and includes results from Ongoing Conversions.
   

Event Changes

1. Categories Grid: In Events, a new "Payment Methods" column has been added to list all the category-specfic payment methods that may be enabled. The new column will only appear if in Settings, the "Enable catgory-specific payment methods" field is set to Yes.
2. Custom Questions: for Multiple Choice answers, a new button has been added to Reset the Display Order from A-Z.
3. Participant Record - Store Tab: a Total column has been added to display the full cost of the products purchased by a participant.
4. Team Changes: A number of Team changes have been made:
   • The Team Type screen has been reorganized and section headers for easier management.
   • In Team Types, a new field has been added called, Require all team members to register for the same category?. If Yes is selected, the category selection field will appear on the Create a Team page and will not appear on the individual participant pages, and the selected category will be automatically applied to each participant on the team. 
   • In Team Types, a new field has been added called, Only allow previously entered participants to be selected one additional time? If Yes is seelected, the participants will be removed from the selection list after used a second time.
5. Donations Dashboard: The Thank You Sent column is now editable in the grid, without having to open the participant's record.
6. Messages - Checkout Page: The Payment Method messages will now appear on the Confirmation Page and emailed Receipt, in addition to the Checkout Page.
7. Reports: A new folder and set of reports has been added for After-School Programs, including Attendance Sheets, Rosters, Participant Health Forms, and Volunteer Health Forms.

Fundraiser Changes

1. Donations: When adding a manual donation, the Fundraiser Name field is now searchable, making it easier when searching through long lists of peer-to-peer fundraisers.
2. Donations Not Received: A new hazard sign will appear on the menu next to Donations when there are donations listed that have not been marked as received yet.
3. Reports: New folders have been added to the Reports tool to provide additional organization.

Recruitment Campaign Changes

1. Board Member Applications: When processing applications in a Board Member Recruitment Campaign, upon accepting an applicant, Pinwheel will now ask if the person should be created as a Contact (placing the person in the People List but not as a board member) or a Board Member. If the user selects Board Member, the system will ask what board role to assign, and the start date of the term. This will then put the person in the People List, as well as assign the person to the Board Members tab in the Account Record.
2. Site Applications: When accepting a site application, and then accepting the Site Contact, the Person record that gets created will now get the Person role of Volunteer, instead of Contact.
3. Donations Dashboard: The Thank You Send column is now editable in the grid, without having to open the applicant's record.

People Changes

1. Person Roles: In Account Settings, accounts can now create new People Roles in addition to the standard roles (Contact, Donor, Volunteer, Employee, Board Member, Fundraiser and User). For example, an account can now build a role called Member or Customer.
2. Merge People: After two people records are merged togther, a note will be added to each person's record, detailing the date, time, username, and the corresponding merged record.
3. Person Record: A new Roles and Tags tab has been added to the Person Record. Role and tag assignments have been moved here to better support each account having its own unique roles and tags.

A number of bug fixes were also included in this release. If your account was impacted by any of these, our support team will be in touch to let you know the issue was resolved.

 

Check out our latest blog post for reasons why this is acceptable and beneficial. Click here to learn more!