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.

Payment Plan functionality in Events has been improved!

1. Users can now process payment plan transactions in bulk using criteria such as payment number, date range, and/or category!
2. If there are outstanding payments, an alert will appear next to the Payment Plan Processing tool on the Event Management menu, notifying users that there are transactions to be processed. 
3. If a payment plan's credit card fails, the transaction will remain in the grid and a red hazard sign will appear in the row, notifying users that the payment method needs to be updated.
4. The participant's record can be opened by clicking on either the First or Last Name hyperlink in the grid.

In addition, Individual Fundraisers can now update the background color selection on their fundraising pages.

Pinwheel now supports integrating Double the Donation's 360MatchPro platform into fundraiser donations! The 360MatchPro platform provides nonprofits with tools to identify donors eligible for matching gifts. Fuel your growth by empowering supporter participation in workplace giving programs while gaining actionable insights from 360MatchPro along the way. For more details, visit Double the Donation. For instructions on how to integrate existing 360MatchPro accounts with Pinwheel, click here.

In addition, Pinwheel's Donation Details page has been revised to reduce clutter and streamline the donor experience. Unnecessary headers and lines have been removed, and field names now appear inside the fields, instead of appearing both above and inside the field. The form has also been reordered to put all billing information together, including address and payment method. And the Donate button now includes the donation amount!

 

 

 

 

1. The Team Setup tool in Events now allows users to turn off the Team Captain question in event registration, therefore not requiring teams to have a captain.
2. In Fundraisers - Donations, a new View Person Record button has been added to donation records. It's now a quick click to see the donor's history and individual Donor Dashboard!
3. In Sites, a new Volunteer History tab has been added to site records. Click the name of the volunteer to open the person record, or click the volunteer's most recent assignment to open the event.
4. The Copy Event feature now includes the ability to add the new Event Name at the time of copy!

We also added new features to the Attendance App:

1. When a note is added to a participant record, there is now an option of choosing a Note Type of Attendance App. This will allow the note to appear on the participant's record in the Attendance App's Roster tool for volunteers to see.
2. When a note is added to a site record, there is now an option of choosing a Note Type of Attendance App. This will allow the note to appear on the Site Information screen in the Attendance App for volunteers to see.
3. The Shirt Order report has been renamed to Giveaway/Store Items to better accommodate a variety of merchandise.
4. In Events - Management - Attendance App, accounts can now enter future sessions at any time during the program or edit existing sessions that have not had attendance taken yet. There is a new column in the Sessions tool to indicate if a session has had attendance taken.

 

 

We redesigned the Individual and Organization donor dashboards! Open a person or organization record and click on the Donations tab to see the new view. Also, click on any donor listed in the Donor Dashboards to open the person/organization record and access the new dashboard.