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.
Additional information about posting an idea
3063 results found
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2 votes
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Add support for Stripe as payment gateway
Our organization would much prefer to be using Stripe as the payment processor rather than WePay. We are finding the WePay to be a significantly less user-friendly system than Stripe, which we we extensively for other SaaS integrations.
2 votes -
Customize "Add Donation" box in Events Checkout
Customize the language on the "add donation" box in events checkout.
8 votes -
Search for fundraiser's page across multiple Classy campaigns
As an admin, I would like my organization's supporters to be able to search for a specific fundraiser's page across multiple Classy campaigns
3 votes -
year end statements
I need Classy to generate year end donation statements for my donors.
3 votes -
Greater functionality to duplicate Classy reports from within Salesforce, or to import Salesforce Data into classy
I would like to be able to run a report on the "classy recurring donor" object in salesforce, for example, that links it to the contact object, not just the classy contact object, so I could run the type of recurring donation reports that I can run in classy, but with the contact data from SalesForce.
1 vote -
Integrate with Leads object in Salesforce
Integrate Classy with the Leads object. We track our cultivation and solicitation efforts with non-donors on the Leads object. If a Lead makes a donation through Classy, we want Salesforce to match on the Lead record, trigger conversion, and apply the donation to the resulting Opportunity record.
1 vote -
Changed intended to gross donation amount in notification email
Show gross donation amount rather than intended donation at the top of notification emails for donations.
1 vote -
Comments to individuals mirroring on team pages (redundant and looks poor)
Do not have a comment made to an individual mirror on the team page. In our case, we use comments as a tactic to reactivate or prompt individuals so that can see their fundraising page again as the email that a comment has been made send their page at the bottom (this is the only way to send it again).
But, posting to the individual causes the team pages, if they are a member of a team, to have all those comments on them.
1 vote -
Multiple Sub Campaigns Rolling Up Into an Umbrella Campaign
As an admin, I want to have several campaigns roll up into each one overarching goal (both for progress bar and reporting). For instance, if I want to do an AB test for 'Awareness Month Campaign' and then have Version A campaign, Version B campaign, Version C campaign. And have all versions roll up into one level reporting and progress bar.
14 votes -
Give clients access to browser detail and browser type fields
With the transition to new campaigns, we as clients can no longer see browser detail & type fields that were previously provided for classic campaigns. As an organization, it is important to us to know for each campaign, at a minimum, how donations break down between desktop and mobile.
1 vote -
Dedication Confusion: eCard, Card in the Mail or both
Currently, when a donor wants to make a donation in honor/memory of in Classy, they have to check the box "Dedicate my donation in honor or in memory of someone". Some donors have a hard time seeing this checkbox option. We receive calls all the time asking how they can dedication a donation.
If they can find and check the box, the default option is to send an eCard. However, as an existing idea post complains, it defaults to "No eCard". Tons of complains about the recipient not receiving an eCard and it's because they didn't chose one.
They also…
17 votes -
Limit ticket purchase by email address
limiting access to events with invitation only (only those emails who receive the invitation would be able to register for the event)
3 votes -
Customize recipient list for recurring annual summaries
Would love the ability to customize the recipient list for the recurring annual summary. At the moment, it's all or nothing. We are a multi-regional organization with recurring donors in different regions. Would be beneficial to tailor the email/summary template to regional audiences.
22 votes -
Customizable options in p2p/rwf pop up when you click to fundraise
Add more options to pop up when you click to fundraise/register.
1 vote -
Group by Name/Id rather than Email in Member Profile
Group donors by name/id rather than email address
1 vote -
Refunded donations excluded from roll up transaction totals in new Classy Manager
For roll up reporting in the new Classy manager it would be beneficial to automatically filter out refunded donations from the transaction roll up total. Right now we have to take an extra step to filter that out to get the numbers we need. This was the case in the old Classy manager.
1 vote -
Recurring donations with dedications
Recurring donations with dedication info in Classy do not retain the dedication info past the initial donation. This makes reporting on dedication gifts challenging for recurring gifts. I think that the dedication info should come through on each and every recurring donation, not just the first one.
14 votes -
Internal and External Program Designations
The program designation name triggers a lot of our other systems (finance, crm/data), so while I want to utilize it, I need the ability to report on "USE-MAS-Boston" internally (in an external ID field, theoretically) and have the public see "Boston, Massachusetts" (in the designation name field, theoretically).
1 vote -
Customizing Team Captain Email
We would like the ability to customize the team captain email that gets sent inviting people to join a team. The prepopulated language/tone is not consistent with our brand and how we speak to/communicate with our supporters.
1 vote
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