A new report has been added to the Donors Module called, "Donation List by Date Range". This report, similar to the Donation List, displays a list of donations made to an account but with the addition of a date filter. Click on the report, set the date range, and then export the data to Excel or a CSV file.

NEW - Generate Fundraisers Tool in Events!

Users can now generate peer-to-peer fundraisers at any time in an event, including after all registrations are complete!

How to use the tool:

1. Click on P2P Fundraising Setup in the Event Setup menu and ensure all fundraiser settings are properly configured.
2. Click the Generate Fundraisers button on the top menu.
3. Choose from the following options:
   • Generate fundraisers for all participants that do not have one.
   • Generate fundraisers for participants in a particular registration date range, status, and/or category(ies).
4. Click the Generate P2P Fundraisers button to complete the process.

The resulting fundraisers can be seen on the P2P Fundraising Dashboard in the event, as well as in the Fundraiser linked to the event.

Participants will not receive a notification when a fundraiser is generated through this tool; instead, in Reports, run the Peer-to-Peer Fundraiser List with Mail Merge for Email Marketing report and create an email campaign to send out details.

Additional Event Changes

1. Participants Grid: A new "Fundraiser?" column has been added to identify participants with a generated fundraiser.
2. Team Captain Settings: In Team Setup > Team Types > Team Captain Settings, users can now disable the automatic Team Lookup Instructions included in receipts. The Team Lookup Tool allows team members to view team details on the Pinwheel website.

 

NEW TEAM CHANGES IN EVENTS:

1. In Team Setup, a Page Title field has been added to both the Join an Existing Team Page and Create a New Team Page tabs. This allows users to change the page headers that appear on those pages in registration.
2. In Team Setup, a new option has been added to "Allow a combination of individual participants and teams on a registration?". This enhancement enables registrants to add both individual participants and new teams directly from the Participant Summary page. Previously, the system restricted functionality based on the initial selection—only individual participants could be added if registering as an individual, and adding a team was not an option. Similarly, if a team was created during registration, adding individual participants was not allowed. This update provides greater flexibility and streamlines the registration process.
3. In Team Types, a new option has been added that reads, "If an additional team is added, offer to add participants that have already been entered?". When enabled, this feature streamlines the process for registrants managing multiple teams. For example, if a registrant creates a four-person team and then adds another team on the Participant Summary page, the software will display a dropdown of previously entered participants when prompting for the first participant of the second team. This saves time and simplifies the registration process for users entering multiple teams.
4. In Team Types, a new option has been added called "Ask for a Team Name?". This allows users to not require team names when a registrant is creating a new team. The system will use the generated Team Code internally to assign unique values to teams created without a team name.
5. On Participant records that are part of a team, the Team Type associated with the team the person has joined will now be displayed below the Team Assignment field on the Participant Details tab.

 

NEW STORE CHANGES IN EVENTS:

Store items can now be made category-specific. For example, an event can now sell "26.2 Mile Warrior" t-shirts only to those who register for the marathon category. To use this tool, the Store Settings must have the "Offer Store Products To" field set to Each Participant. Then, in a product, the "Available to These Categories" field will appear; select the categories that are able to purchase the item. This function does not work for giveaways at this time.

 

ADDITIONAL CHANGES:

1. The Active toggle has been removed from Events. To move an event to the Previous Events list, simply set the event's End Date to a past date. 
2. In Events, in the Participants grid, a column has been added called "Payment Plan?". A yes or no value will appear in the column to indicate if the participant is on a payment plan.
3. In the Fundraisers List, only account-level fundraisers will now appear. Individual or Team fundraisers, usually associated with the user profile that is currently logged in, will only appear under the account-level fundriaser they are associated with, as well as under the My Fundraising option on the main green menu bar.

 

Check out our latest blog post for inspiration and practical examples tailored to volunteers, participants, donors and more. Click here to learn more!

 

NEW FUNDRAISER CHANGES:

1. In preparation for adding Wallet Payment options (Apple Pay and GPay), the Donation Form has been reorganized to show contact and address information below the Payment Type fields. The donation amount, recurrence and Cover the Fees fields have been moved to the top of the form, followed by the other optional and custom questions. The form is streamlined and easier than ever for donors to complete quickly!
2. The customized “Cover the Fees” language has been replaced with standard language that includes the processing fee amount for more clarity.
3. Cover the Fees can now be preselected to encourage more donors to cover the processing costs. This can be updated in Fundraisers – Setup – Settings – Payments.
4. The new form looks like this:

  NEW RECRUITMENT CAMPAIGN CHANGES:

1. A standard Text Consent question has been added to Recruitment Campaigns, under Standard Questions. It is defaulted to Not Published. If your account is currently asking for Text Consent in Recruitment Campaigns through a custom question, we recommend turning that off and switching to this new standard question. The response will carry over to the person’s record when the application is accepted and will become a permanent part of the record under the Account Info tab. To sign up for the Text Module, click here.
2. Changes have been made in the Recruitment Campaign Applicant records:
   

                                                              i.      The Application Status and Date fields have been moved to the top right side on the first tab of the applicant record.

                                                             ii.      The General tab has been renamed to Personal Information.

                                                           iii.      The Volunteer Info Subtabs have been made standard tabs in the application, and all tabs now appear on the left side.

                                                           iv.      The Volunteer Info/General tab has been renamed to Attributes.

                                                             v.      The Training tab has been renamed to Certifications.

                                                           vi.      The Other tab has been renamed to Preferences.

                                                         vii.      The Questions tab has been renamed to Custom Questions.

 

PERSON RECORD CHANGES

1. A new Account Info Tab has been added. The following account-specific fields have been moved to this tab: Tags, External ID, Background Check, Text Consent (from standard question in recruitment campaigns), Do Not Solicit, and Alumni/Where (this previously appeared in the Volunteer Info tab).
2. The Volunteer Info Tab has been reorganized to match the new layout of tabs in the Volunteer Applicant records.

 

EVENT DASHBOARD – the Categories grid can now be exported to an image or PDF by clicking the downward pointing arrow by the title.

 

 

1. In Events, the Team Setup tool has been improved for a more user-friendly experience.
2. Also in Team Setup, an event can now be configured to allow multiple team entries in a single registration. This can be found under Team Settings.
3. In Team Setup under Team Types, events can now require a minimum number of participants to register when creating a new team. For example, if the minimum team size is four people, all four participants must be entered before the transaction can be submitted.
4. In Events, the Store/Giveaways tool has been improved for a more user-friendly experience.
5. In Store Settings, store products can now be presented to each participant, either on the first page of registration or as a stand-alone page in the participant section. The store page can still be offered at only the registration level, as well.

1. To further support Honest Pricing laws, Pinwheel now displays total costs, including processing fees, in Recruitment Campaigns for store items and donations, when the processing fees are set to be passed to the participant. To turn this feature on, go to Account Settings - Processing Fees and turn the toggle to Yes.
2. Team pricing can now be displayed on the Information Page and Information Panel. To display these values in an event, click on Messages - Information Panel, and switch the new toggle that reads, "Show the team pricing on the Information Panel and Information Page?". Please review both locations to ensure the team configurations are set up properly and are displaying appropriately. To support events in states with Honest Pricing Laws, processing fees will be displayed in the team prices if the procesing fees are passed to the participants. 
3. In the Store/Giveaways tool, on the Product screen, the price and availability sections have been moved to the top of the screen, and the Descriptions section has been moved down.

The Shirt Order Item Summary report in events has been renamed to Giveaway/Store Item Summary. The Shirt Order Summary by Grade/Age report has been renamed to Giveaway/Store Item Summary by Grade/Age.

To support Honest Pricing laws, Pinwheel has added an option to display all event prices with processing fees included. For example, if a category costs $40, and the participants are responsible for paying the fees, the price can be displayed as $42.79 or less (processing fees may vary). To turn this feature on, go to Account Settings - Processing Fees and turn the toggle to Yes. All displayed prices will then include processing fees on these pages:

1. Information Page
2. Information Panel
3. Participant Summary Page
4. Store Page
5. Donation Page (once a donation amount is entered, the processing fee will be displayed)

For example, below is how pricing can be displayed on the Information Panel:

These changes have been applied to all California-based events where processing fees are passed along to participants. For any events targeting California consumers, even those held outside the state of California, the prices must include any processing fees.  

All marketing materials that target California consumers also need to include the actual price, so we encourage accounts to update websites, social media campaigns, blog posts, email marketing messages, and all other marketing collateral for events to show pricing that includes the processing fee, where it is pushed to consumers. To see a list of category prices with processing fees included, in an event click Web Pages - Information Page.

While this is a California-specific law for now, a similiar federal law has passed through the House with bipartisan support and is with the Senate for approval. We anticipate these pricing display requirements may soon be required nationwide. If you have any questions, please contact Pinwheel Support at support@pinwheel.us.

We recently shared that the Pinwheel Attendance App has now moved to an annual subscription model. If your organization previously used the app, you were invoiced on July 15th, 2024 for the upcoming year, and the app is available to use. The subscription will renew on on July 15, 2025.

Here are a few important notes:

• Click here to access the Help Center Guide that has everything you need to effectively use the app.
• Be sure to turn off Login Access in any previous events, so your volunteers only see their current event in the app.
• Use the Volunteer Login Troubleshooting Guide to easily answer most volunteer questions.

GOTR organizations: Please select the curriculum version for all categories in the event before allowing volunteers to log into the app. This sets the correct session names.

Non-GOTR organizations: Please insert your session names before allowing volunteers to log into the app. Click here for instructions

The session names are downloaded to the app when volunteers log in for the first time. If the session names are not correct when they first log in, the volunteer will have incorrect session names. A fee will be assessed by Pinwheel to adjust session names after volunteers have logged into the app.

If your organization has not used the Attendance App before, please contact support@pinwheel.us for pricing and to subscribe.