Currently, in order to edit the name or address of a supporter on a recurring plan - you must reenter the CC information as well. We consistently have supporters making mistakes in their mailing addresses, and in order to fix it, we must contact the donor and get all of the credit card information again. This seems really silly. The admins should have the ability to update fields such as name and address independently of the credit card fields. The reason this is important is because every time a transaction is processed each month, the inaccurate data is being sent to the Salesforce records. Therefore we do not have any control over the quality of our data without the extra work of requesting private information from the donor again (you should only have to ask once for a recurring donation!). Please allow changes to supporter details on recurring gifts without reentering the payment info.

A few times now, we have tried to solve a problem by checking whether changes were donor or admin initiated. However, finding out that "Admin" could be any one of our numerous users or even a Classy admin is extremely frustrating and time-consuming.

There should be some kind of association with each change made by specific users to increase our ability to solve problems and understand donor needs and communications within the organization. Right now all Classy can say is "an admin changed it - it could be any of the hundreds of people who work at Classy or 10 of us who have access on the back end". Thank you.

Currently, someone who signs up to fundraise in a peer-to-peer campaign is automatically opted out of communications and there isn't a way for us to change this setting. While we recognize that this may be appropriate for some campaigns and some organizations, we believe all organizations should have the ability to update this. This should not be a global Classy setting.

It is an odd user experience because we can set the default to opt-in for donors, but not the fundraisers. Why the difference? Fundraisers are arguably more important and valuable constituents from a communication perspective. Without their engagement, there are no donors.

Would be helpful if there were functionality so our staff could control P2P fundraisers to ensure rogue pages aren't published. Perhaps provide P2P registrants a promo code to complete their P2P registration (like an access code) or have each new registrant go into a waiting room for the organization to then approve before their fundraising page is published.

CASE: Our Create your own fundraiser Peer to Peer campaign has rogue fundraisers signing up. Two instances so far. One fundraiser promised donations raised would support a program we are not associated with ($25,000 was contributed and we had to refund it all), and another instance where a CBD Gummies company registered after close of business and posted product info and pictures with a URL on their 'fundraising page'. Not ideal for our organization if supporters are see that.

We have an intake form on our main website, allowing staff to triage inquiries and approve acceptable requests for fundraising pages--ensuring they understand what our fundraising platform is for and that it is a legal fundraiser. With this form and process we could easily provide authorized supporters a code along with the URL to setup their fundraiser. Additionally, our Classy P2P page isn't linked anywhere on our main website, but you can find anything you want via google (hence the second incident that occurred).

Classy provides supporters the ability to edit their "Display" and "Supporter" Name from their "Billing Name" but does explicitly state the distinction in auto-generated correspondence. We have a number of supporters who reach out upset that they are being addressed by the incorrect name--this is especially harmful and painful to our supporters in the LGBTQ community who might have struggled in order to change their name and be recognized by their name--sample screenshots attached.

Could you please update any template to use either "Display Name" or "Supporter Name" in the greeting and/or explicitly state "Billing Name" in the portion regarding tax purposes/receipt to help clarify the distinction.

Additionally, I have submitted a Classy Care Case documenting this issue in June 2020. Reference information below:

Classy Care Case:
donor name vs. billing name [ ref:00DE0K08T.5002R1KGuif:ref ]
Case Number: 01416203