2. Navigate to Utilities, then select the Integrations tab
3. Click ISP
4. Enter your Integration name, any notes, your ISP account name, and toggle the Integration Status to On. Click Save.
Once the integration is set up, the system will automatically create a WinRed organization record in the account with WinRed’s details.
Linking a Donation Page
With WinRed, you can also link a donation page for easy access from within ISP.
To link a donation page, navigate to the Integrations tab, click the WinRed option. Below the integration status is a Donation Page section. This allows you to link your WinRed donation page. Enter a Name for the Donation Page and the URL address. If you want to have multiple Donation Page options, you can add more than one.
Once the Donation Page has been added and your donation page linked, you’ll be able to add donations directly through ISP. This option will be found in two locations: Individual Search Results and Add Transaction.
In Individual Search Results, after a search is performed and the results appear, click the hot dog menu and select Enter Credit Card: WinRed Individual Record Details: When in the record, click the Add button at the bottom of the screen and select Enter Credit Card.
When the link opens, the entity’s basic contact info will auto-populate, and you’ll see fields to enter in donation information. The donation will be processed by Winred and come into ISP via the regular integration method.