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3063 results found

  1. Zapier

    Please get set up with Zapier!!!! If you aren't familiar with Zapier, it connects more than 1000 web apps and adds new apps on a daily basis. If you had Zapier, and assuming Charity Auctions Today had Zapier, you wouldn't have even needed to partner with them...Zapier would have connected the information. I'm most interested in it for my email marketing so that when somebody donates or signs up for an event, their information is automatically communicated / transferred into Active Campaign and they are set on an automated email campaign. I am too busy to manually transfer that information…

    35 votes

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    9 comments  ·  Integrations / API  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Automated Failed Recurring Donation Reports

    Create automated reporting mechanism that allow for follow up notifications two weeks after a donor's recurring donation has failed in order to properly follow up with the donors prior to the next failed donation.

    4 votes

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    1 comment  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Credit Card Expiring Email

    It would be great if Classy would automatically send an email to users BEFORE their card expires to let them know that the expiration is coming up. Though they receive an email when their card fails, at this point in the process, if the card doesn't go through we miss out on the payment. Even if the user updates the CC info in the same month, the payment is lost for that month as the card won't be recharged until the next month. By sending out an auto-email prior to expiration, it may prevent the loss in revenue.

    58 votes

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    5 comments  ·  Emails & Notifications  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Have text color in content block set to black to make it easier to edit

    When one goes to About->Content within Classy Manager, the text in the textbox is colored white and that blends in white background, so an editor cannot see that here is already text in there. The text color should remain black or another dark color in order to see what text is already populated there.

    4 votes

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    0 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Search | Way in which 'dedication type' is offered to be filtered within reporting should be a picklist instead of a text field

    Classy offers the ability to attach a dedication as part of a donation. Organizations will have varying workflows on how they treat dedication information and want to reliably see this information. Organizations want an intuitive way to pull this information easily. Currently, Classy Manager transaction reporting allows you to filter on 'dedication type', instead of offering them to type in a value we should present a picklist where they can choose 'in honor of' or 'in memory of' as the large majority of clients will not know what to enter here.

    1 vote

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    0 comments  ·  Reporting / Analytics  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Filtering "OR" for reports

    There doesn't seem to be an "Or" filter on reports, just "And," so we have to run multiple queries instead of creating "Or" criteria in the same report. For example, in the Supporter Report, we will want to pull all people who made a donation the previous day OR people who created a fundraising page. With the current "And" only filter, this only pulls people who fulfill both requirements. We would like to see "Or" filter functionality when adding new filters.

    1 vote

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    0 comments  ·  Reporting / Analytics  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Include Program Designation External ID as a Column in reporting

    The external ID associated with Program Designation is not available as a column in the Transaction Report. The most useful information for us, when it comes to importing gifts and reconciling, is the external ID we input when we set up each program designation. We would like to see this included as a field within reporting.

    1 vote

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    0 comments  ·  Reporting / Analytics  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Ability to pull in External ID for Program Designation within Reporting

    Need to be able to pull External ID for Program Designation into reporting for reconciliation/account purposes.

    1 vote

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    0 comments  ·  Reporting / Analytics  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Extend Expiration date on donation forms

    Have the expiration date on checkout forms go past 2031.

    1 vote

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    0 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Saved report at campaign admin level

    We'd like to create a saved report for our campaign administrators to use for weekly reconciliation with our accounting software. Because global account admins are limited, even for reporting purposes only, our campaign admins are unable to save their filtered reports, and the possibility of human error is too great to have to filter and set columns each week.

    1 vote

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    0 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Tax letter instead of invoice for Tax ID receipt

    We’d like the ability to customize the Tax ID receipt so that it can look like a letter instead of an invoice. We’re happy having the invoice-type piece as the second page if that’s a concern, but having a mail-merged letter as the first page would be more in line with our current acknowledgement process.

    2 votes

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    0 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →
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  12. sales tax

    Need option to have state sales tax charged for event tickets but not on the regular donations area. Kentucky passed a law in 2018 that 501c3 nonprofits have to charge/pay sales tax for event tickets because the buyer receives entertainment. Regular donation is not because they do not receive anything in return.

    2 votes

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    0 comments  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Support registration POST

    Currently you cannot create new event registrations via the API--you can only update existing ones. For our scenario, we'd like to take offline event registrations from various channels (mailed in, day-of) and load them to Classy, along with associated payment information, so registrant data can be managed and reported on from Classy.

    7 votes

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    3 comments  ·  Account Settings  ·  Flag idea as inappropriate…  ·  Admin →
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  14. More email functionality

    They would like to be able to import a list of attendees from a previous event to send them a Save the Date for their new event

    1 vote

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    0 comments  ·  Fundraising Management  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Title / label text blocks

    As an admin, I would like to be able to title / label the text blocks I add to my campaign for easier organization and tracking.

    4 votes

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    1 comment  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →
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  16. open graph

    Can you please add open graph data to fundraising pages? When you try to share a fundraising page to social, it's pulling the profile pic by default. These sort of tiny pictures get awful social media engagement.

    If nothing else, this is a ten second change and you can just stick an OG Image tag in front of the hero and make sure that the aspect ration is 1.91:1

    1 vote

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    1 comment  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Add Amex Logo for Braintree Clients

    Historically, Classy has not displayed the Amex icon on Canadian client checkout forms because PayPal Pro did not support Amex. However, Canadian clients on Braintree can now accept Amex.

    3 votes

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    1 comment  ·  Onboarding  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Email Receipts for Events

    The email receipts for events make it really hard to have tickets for multiple sessions or a multi-day event, as the address / timing information is misaligned from every other piece of communication that URJ has created. The ability to remove this location/timing block from the event registration receipt would be a game changer and would save admins upwards of 2-3 hours per creation in terms of landing page customizations, and having to duplicate a campaign multiple times, and will save a ton of time on reporting or manual receipting

    1 vote

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    0 comments  ·  Campaign Creation  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Integration with Survey Platforms

    Would like an integration with Survey <Monkey, Gizmo, etc to allow additional engagement with donors and build profiles

    1 vote

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    0 comments  ·  Fundraising Management  ·  Flag idea as inappropriate…  ·  Admin →
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  20. Embedded Checkout forms

    This feature request is for the ability to embed a Classy donation form into an organizations website, right now when someone clicks donate they are taken to a separate Classy webpage.

    By embedding a donation form into an organizations website, when someone goes to donate, they are not taken away from the organizations website to complete the transaction.

    The benefit here is to build trust with donors since they are not leaving the orgs website, and will help to increase conversions.

    96 votes

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    under review  ·  28 comments  ·  Giving Experience  ·  Flag idea as inappropriate…  ·  Admin →
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