Snap! Insights Product Updates

Here’s what’s new and coming soon

Simplify Fundraiser Set-Up with Snap! Vault
Insights now lets ADs and Bookkeepers enter their direct deposit information and Know Your Customer (KYC) information once and use it across all fundraisers in their organization. Group Leaders no longer need to fill out individual direct deposit or KYC information! They just confirm the information is correct and they are ready to launch.

Here’s what to expect:

  • Insights users will be prompted through Insights to securely set up their Snap! Vault profile where they will enter their organization’s financial details .
  • From their fundraiser dashboard, Group Leaders will choose either the default bank account submitted by an Insights user, or enter a new one.
  • The default bank account will be auto-selected, but GLs are free to choose another option if they desire.

    • Screenshot of Vault setup


    New Feature Simplifies Fundraiser Approvals, Saves Time for School Administrators

    Fundraising approvals and oversight just got easier! The approvals feature enables group leaders to submit fundraiser requests and administrators to approve them with just a few clicks. This upgrade standardizes the administrative approval process, reduces paperwork, and saves time while making it easier for group leaders to launch their next fundraiser—of any kind!

    Click to learn more.

    Screenshot of fundraiser details for approval