Insights Product Updates

Here’s what’s new and coming soon

Lock payout method - March 2026

Admins can now lock payout methods at the organization level so every fundraiser follows the same set up
  • Set your payout method once
  • Lock it to prevent changes by group leaders
  • Automatically apply it across all new and future fundraisers
For a step-by-step walkthrough, click here.

Snap! Vault simplifies set up


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

    Simplify fundraiser approvals

    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