General Feedback

You have ideas, and we want to hear them! Share your stories to help us create a product that best fits your needs. The best requests aren’t just the request, but the reason behind the request. So don’t be shy and share your story behind why this would be valuable and how you would use it. Your story has the power to garner votes from other users as well.

We will be responding to the requests on this board to give definitive answers or to get a better understanding of the request. And while we do take our client feedback seriously, we won’t be able to promise all of the requested features will be added to Classy.

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  1. Create permission sets for Salesforce

    Instead of having the Salesforce OAuth user be a system administrator, or having to hand add permissions to a user without system admin permissions that are unnecessary (and the trouble for you of documenting them!), it would be great to have a permission set to handle adding permissions.

    9 votes

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    5 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Annual receipt for all donations (not just recurring)

    Annual summary receipts will only include recurring transactions but our donors want a summary of all gifts regardless of recurring or one-time so they have a fully summary of all the years giving.

    40 votes

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    planned  ·  11 comments  ·  Emails & Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 3 votes

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    0 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add a "like" or "heart" button to donations

    Currently users can comment on donations -- which is great!

    However, a simple "like" (think facebook) or "heart" (think instagram) could be a easy way to show support without necessarily commenting.

    E.G. I'd like to "like" all of the donations, but not comment on them.

    2 votes

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    0 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Minimum Donation Amount

    Allow a setting to specify the minimum donation amount on a campaign or organization.

    55 votes

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    17 comments  ·  Giving Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Allow sync to find existing Salesforce Campaigns based on Classy Campaign ID

    Allow users to create the campaign in Salesforce first, make a classy donation/event/etc page, and then link the Classy page by copying the Classy Campaign ID into the appropriate field on the Salesforce campaign. This allows staff to assign values they need to campaigns ahead of time (regions, default allocations, related campaign manager contacts, etc), since static attributes for campaigns/donations can't be passed from classy pages yet.

    20 votes

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    6 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →

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    This is a great idea! Currently, many organization choose to use the “Parent Campaign” field on a Campaign record created by Classy to parent it to an existing Salesforce Campaign record. In fact, this is a great way to combine hierarchy data from multiple Classy Campaign records together. We’ll update this request as we consider other improvements that can be made to linking with existing Campaign records.

  7. Hide activity feed on fundraising page

    Hide the activity feed on an individual fundraising page.

    14 votes

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    3 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Change default P2P search drop down selection

    On the P2P campaign landing page, the drop down selection for search is set to "Fundraising Page". Allow this default to be changed to one of the other options. I would like to pick "Fundraising Team" as I have some donors competing as teams and that is the first thing team members search for when they come to the campaign site.

    5 votes

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    2 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Notifications for Admins when a fundraiser deletes there page.

    Notifications for Admins when a fundraiser deletes their page.

    We are trying to keep our fundraisers active throughout the campaign and need to understand is someone is "quitting" so that we can follow-up and encourage them not to leave and/or make sure that their page wasn't deleted by accident.

    3 votes

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  10. Customize number of suggested donation amounts on donation pages

    Option to customize the number of suggested donation amounts on donation pages (and whether or not they include the "other" option). On mobile, the "other" (or 5th box) is hidden. Ability to include that on mobile.

    26 votes

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    3 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 6 votes

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    0 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 13 votes

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    under review  ·  4 comments  ·  Login & Password  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Custom Questions by donation amount

    Allow custom questions to be added by donation amount (i.e. donor gives $1000, add a custom question of "would you like to receive special updates about XYZ from org?").

    5 votes

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  14. embed widget code

    I would like Classy to be able to generate an embed code so I can add a Classy widget to my websites.

    7 votes

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    1 comment  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Forced Recurring Donation Language -- Change "Monthly Membership Investment" to "Monthly Gift"

    If you force the frequency to be recurring on the new crowdfunding pages, the language "Monthly Membership Investment" is used. Not only can "investment" come across as cold and detached, but it's not widely used in the industry and our organization does not want to use it. Additionally, "Membership" is misleading and confusing as our supporters will not become members. This language is way too niche for the functionality of the button.

    Changing "Monthly Membership Investment" to "Monthly Gift" allows for a broader use of the functionality and is much softer.

    We really need to use the forced recurring donation…

    18 votes

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    4 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Add error codes/debug info to error messages

    Classy needs to have error codes in error messages instead of a generic "Oops something went wrong" message. There is currently no way to tell if the error is client-side or server-side, or what went wrong. This makes it really hard to report and troubleshoot errors to Classy support since there is no data users can give aside from browser, URL, screenshot, etc. We recently had a donor report an error and Classy prosupport asked them to use Chrome inspector to look for error messages...this is entirely outside of what should be expected from end-users.

    An alternative to error codes…

    24 votes

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    1 comment  ·  Fundraising Management  ·  Flag idea as inappropriate…  ·  Admin →

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    Thanks so much for this feedback!

    Error code messaging is highly dependent on the payment provider and in some cases we are forced to only populate a standardized error message. Currently we are looking into how we can better communicate with the donor should problems arise with their donation.

    Thanks for your patience!

  17. Ability to change button text color

    You can change nearly ever colour in Classy's new peer 2 peer platform aside from the button text colours. We would like the ability to use darker text on lighter coloured buttons. White text does not always work.

    8 votes

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  18. Send Welcome Series for donors through Classy

    Classy has some great resources on creating Welcome Series for donors. However, right now, there is no way to set up an automated series. It would be great if there was the capability to set up emails to be sent to donors a certain amount of days after their first donation. For example, after the automated thank you is sent, the donor will receive a second welcome email 5 days after their gift and then another 10 days later. Thanks!

    3 votes

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  19. Waiver Language

    New users, whose ticket is purchased by someone else, should be prompted to answer the additional custom questions when they create their account.

    For example, if I register myself and my colleague Meredith I check the waiver box for both of us and Meredith is not prompted to agree to the waiver. Is there a way that we can have that added to the prompts when the user completes their registration?

    2 votes

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  20. Integrate Google Optimize

    Make this available to customers: https://www.google.com/analytics/optimize/

    So we can run a/b tests on campaign pages, donation forms, thank you pages etc. It's already integrated with google analytics.

    5 votes

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    2 comments  ·  Integrations / API  ·  Flag idea as inappropriate…  ·  Admin →

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