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. Receipts in Salesforce

    It would be great if the Google Drive PDF receipt could be automatically uploaded the the opportunity.

    5 votes

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  2. Ability to re-parent a Classy payment to a different Opportunity in NPSP (Pledges)

    Our organization relies heavily on pledges for fundraising. Pledges are entered as unpaid opportunities and donations made against the pledges are added to the opportunity until the pledge is fulfilled.

    For online donations we use Classy. And the Classy for SF integration automatically creates a new Opportunity in SF. When those donations are supposed to be payments against pledges, we have had to delete the Opportunity in SF and create a payment against the pledge in the existing correct Opportunity.

    It would be GREAT if we were able to simply "re-parent" the Classy payment in SF so that it is…

    17 votes

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  3. Ability to Customize Donate Button Location

    As a donor, I want the donate button to be higher on the hero image so it's easier to see.

    16 votes

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  4. Ability to choose campaigns that sync to SF

    As a SF admin I would like the ability to pick and choose which campaigns sync to Salesforce as there are a few campaigns that we do not want to sync.

    3 votes

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  5. New Donation Page: Replace Campaign Name with Organization Name for public display

    The Campaign Name appears publicly in a few places where the Organization Name should instead:

    The page title in the browser tab: "Donate to [campaign name]"
    In dedication ecard email body: "... [name] donated in honor of [person] for [campaign name]"

    In Salesforce, Neon, and every other donation system we've used, the campaign name is meant as an internal label to help organization staff identify one campaign from another - not as a publicly available identifier.

    Regardless of what campaign is being promoted, people are donating to our organization: we are the recipient of the donation while the campaign is…

    17 votes

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  6. Customize the font size on donation pages

    As the donor, I want the fonts on the donation page to be larger and darker so that I can view the prompts on the check out forms of donation pages.

    17 votes

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  7. Progress Bar reflect Impact (something other than dollars raised)

    We would love to have the progress bar reflect something other than dollars raised. For example, we would love to have it reflect how many meals have been raised for hungry kids or how many people are being given clean drinking water.

    24 votes

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  8. Option to sync failed transactions to Salesforce

    Other platforms often will by default or optionally sync failed transaction attempts to Salesforce as Closed Lost Opportunities. This is helpful because it allows a streamlined way, particularly when recurring gifts may be coming into Salesforce from various platforms, to understand the status and pattern of a donor's giving.

    11 votes

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  9. Improved image cropping and positioning for all image editors

    Allow image cropping and positioning. Being able to crop and position images would be a huge time saver! At the moment I have to use other software and services to do that and they have to fit perfectly to your suggested dimensions in order to work.

    185 votes

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

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  10. Custom Answers relate to subsequent Opportunities in a recurring donation

    We use a custom question/answer to allow donors to donate to a picklist of different programs.

    If we have a recurring donor who wants his monthly donation to go to a specific program (selected from the Custom Question/Answer) every month, the platform right now does not push that information about the program for recurring donations in months 2, 3, 4 into SF.

    10 votes

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  11. Make Contact RecordTypes optional

    We use Salesforce for tracking multiple program activities and volunteers as well as for tracking donations. Because our contacts are not limited to a single use (a volunteer may also be a program participant or a donor) we chose to not use Contact RecordTypes but Classy currently requires it as every Contact created by Classy has a RecordType set. This serves no purpose in our use and instead has the potential to create problems. Make Contact RecordTypes an option during setup instead of a requirement.

    3 votes

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  12. 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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  13. 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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    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.

  14. Add "Classy Opt Out" Field in Salesforce

    Please consider adding a "Classy Opt Out" field in Salesforce in regards to whether or not a supporter wishes to receive email communications from our organization. The current "Classy Opt In" field creates significant hurdles when creating reports for our email software (Emma, which is also fully integrated with Salesforce).

    In order to have the "HasOptedOutOfEmail" field in Salesforce, it is hard to create a bullet-proof process in Process Builder that will update that field when the current "Classy Opt In" field is left unchecked - for example, when a staff member updates information on someone's contact (assuming that contact…

    12 votes

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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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  16. Custom Questions on the Purchaser Level

    Be able to add Custom Questions for the purchaser only and not on the attendee level. So if I buy two tickets I'm only asked the question once and not for each ticket purchased.

    37 votes

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  17. 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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  18. Donate Impact Tiles on P2P Pages

    We love the different Fundraising Impact Tiles on our P2P Page, but we would love to also have the ability to have different Donate Impact Tiles. That way, we could give our donors suggested donation amounts for different levels of impact as well.

    Thank you!

    16 votes

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  19. Ability to customize headers on P2P individual and team pages

    Our 53 regions (or teams) would like the ability to further customize their team pages with a header that helps to tell their team story (aka local narrative). Having all of the team pages (and individual ones for that matter) look the same has been a bit confusing for our donors. They want a richer experience on the sub-pages.

    16 votes

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  20. Customizable Impact Fundraise Buttons (P2P)

    Allow text customization on impact buttons. The only current option is "FUNDRAISE." We would like the "call to action/join" button to match our impact buttons.

    12 votes

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