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Author: Kristenson, Joel
Last Updated: 2021-07-08
Overview
In 2020 we built an API integration with the WinRed payment processing platform. This article walks through the steps to connect your Trail Blazer and WinRed accounts. Once linked, the data collected through your WinRed donation page will automatically be collected into your database. This in turn makes filing your FEC reports even easier.
Important: you will need to be logged in via app.winred.com to complete this process. This will likely change in the future as they
roll out a new version of their platform.
Tip: as donations are processed they will automatically populate your Thank You List. Read this article to learn how to easily send a batch thank-you letter to supporters.
Steps
Important: you must be an admin in your Trail Blazer & WinRed accounts to be able to complete this process.
1. Get signed up for a WinRed account: https://winred.com/register/
2. Create a new user inside of your TB database. Give the user the name “WinRed.com”. Check the box for Allow Web-Based Profile Access. Provide a username and password. Save and close. Example below.
3. Log into your Trail Blazer IQ account: www.trailblazeriq.com
(you’ll need your workspace name – if you don’t know what it is, please contact our tech support team: 1-866-909-8700 or support@trailblz.com)
This step is just to verify your Trail Blazer IQ login and workspace are working correctly. Log out once verified.
Important: you will need to be logged in via app.winred.com to complete this process. This will likely change in the future as they roll out a new version of their platform.
4. Log into your WinRed account and navigate to the Utilities > Integrations section. Click the green [+] button. This should provide a new login screen. Use the credentials you created in the previous steps when you created a new user named “WinRed.com” in your database. Then make sure to toggle the connection for Trailblz to ‘on’.
This should complete the connection.
5. Run a test donation through your WinRed contribution form. Within a few seconds the record should populate the Contributions list inside your database. Example:
Take a look at the Related Resources below for quick links to other related articles and videos.
Related Resources
Article: Write Thank You Letters (Receipts) to Donors and Flag them as Thanked
Article: Adding a New Database User and Setting their Security Settings
Video: Getting Started 107 – Writing Contribution Thank You Letters
Video: Thank you’s using mass email
Trail Blazer Live Support
Phone: 1-866-909-8700
Email: support@trailblz.com
Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180
Twitter: https://twitter.com/trailblazersoft
* As a policy we require that you have taken our intro training class before calling or emailing our live support team.
Click here to view our calendar for upcoming classes and events. You can sign up other members on your team for the same training.
* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive training classes.
* This service is included in your contract.
