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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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836 results found

  1. 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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    2 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 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.

    27 votes

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

    23 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.

  4. 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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    5 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 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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  6. 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.

    38 votes

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    7 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  7. 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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  8. 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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    9 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 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.

    18 votes

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    6 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 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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    0 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Custom Question to Select All OR All that Apply

    I would like the option to setup a custom question that allows a user to select all or all options that apply. We're now using a cumbersome approach (for the appearance of donation form and for the user), by which a user selects "yes" or "no" to five different questions. By consolidating five custom questions into one question with five options, we'd be doing our donors and donation processing staff a really big favor. Thanks for your consideration!

    46 votes

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    5 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  12. "This Ticket is for Myself"

    On the ticket purchase page, can you add a checkbox that says “this ticket is for myself” (like how the registration page has)
    Otherwise, the buyer has to enter their name/info 3 times potentially (your name, ticket info, purchaser info)

    I want to be able to gather the guest names/emails for the additional tickets purchased, but don't want the buyer to have to enter their info so many time.

    Seems odd this capability would be available on registration type events, but not ticketed events.

    23 votes

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    1 comment  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Dedicated e-Card pages where the options are not hidden

    We recently had a very rough time trying to have eCards available for Valentine's Day.

    It was not clear to people to click the "dedicate this in honor or in memory of someone" in order to access the eCards, and Classy doesn't let you edit that text, which would be the easiest solution. In a case like this it would be great to have an "ecard" donation page layout where the options and cards are visible by default, instead of having to go hunting for them. It could be controlled thru something added to the end of the URL, as…

    23 votes

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    0 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  14. More Customization of Event and Donation Pages

    Ability to change the layout (ex. remove sidebar and extend main page from edge to edge of the banner width, reposition the thermometer, move primary page content closer to the top so it doesn't require scrolling to begin viewing)

    79 votes

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    12 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Create a library of custom questions that can be added to forms

    I have to create the same custom questions over and over, and this further complicates how the data makes it to salesforce with identical questions showing up as different ID's. Please allow the creation of a library of questions that can be accessed whenever making a form to save us a lot of time

    85 votes

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    8 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  16. More pass thru parameters for the donation form

    I'm in a situation right now where I have to make 32 individual forms where one would suffice if more pass-throughs were supported.

    15 votes

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    2 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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    Hi there!

    We would love to further investigate this paint point for you but need a bit more information. Can you please provide further information or examples by commenting on this request.

    Thanks!

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