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. 1 vote

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    0 comments  ·  Fundraising Management  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Send Update Instructions in Failed Recurring Donation Notification

    Add instructions for donors on how to update their recurring donation when it fails. These could go out as part of the existing failed donation notification donors already receive or the option for an automated email could be created.

    3 votes

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

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  3. Extend Activation Link for Fundraising Pages

    Extend the fundraising page activation length of time so there is less manual work to resend links that have expired.

    2 votes

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

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  4. Further Customization Capabilities for Dedication Emails

    Be able to customize dedication emails, add more language, add buttons that take you back to the campaign so the recipient can also make a donation

    1 vote

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

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  5. Send Transaction Notifications to Specific Admins Based on State

    Send transaction notifications to specific admins depending on where the donation state is.

    1 vote

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

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  6. How did you first hear about Classy login pop up

    Admin is requesting that the "How did you hear about Classy" pop up on the login pages be limited or taken away after no interaction / if the question has been answered. Pop-up in a pain point.

    1 vote

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    0 comments  ·  Login & Password  ·  Flag idea as inappropriate…  ·  Admin →

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  7. emily.muirhead@themaxfoundation.org

    When sharing a campaign page's URL to platforms such as Teams, in a text message, Whats App, Facebook, etc., the hero image from the campaign's landing page auto-populates as the preview image. The problem is that if you update the hero image and then re-share the URL, the old image will still appear as the preview image. The only work around is to have Classy Support manually clear the campaign cache on their backend before the actual hero image will display. I would love a way for Classy admins to clear their own campaign's caches to avoid this issue in…

    1 vote

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  8. Modals for Additional Campaign Types

    Would like to be able to utilize additional campaign types for modals.

    1 vote

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  9. Report of Users who are using Classy to update recurring donation

    It would be great to be able to see all users who have modified their recurring giving plan over a certain timeframe.

    1 vote

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    0 comments  ·  Reporting / Analytics  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Consolidate/clean up Recurring Giving Plan status

    Sometimes it's Failed sometimes it's failed, sometimes it's Ended sometimes it's ended etc. etc. Would be helpful to have the status field be consistent for reporting in Salesforce

    1 vote

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    0 comments  ·  Fundraising Management  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Allow decimal points in the preset donation values

    Organizations want to allow decimal points in the preset donation values rather than rounding to the nearest whole number. This will allow them to do a play on numbers. For example, all graduating seniors should sign up for a monthly gift of $20.22

    3 votes

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

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  12. When duplicating a campaign and checking the box to maintain roles and permissions, notification settings should copy over as well

    When duplicating a campaign and checking the box to maintain roles and permissions, notification settings should copy over as well.

    2 votes

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  13. Edit the text in the "Nice Work" and "Just So You Know" popups that display after someone creates a fundraising page

    Would like the ability to edit the text in the "Nice Work" and "Just So You Know" popups that display after someone creates a fundraising page

    3 votes

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    2 comments  ·  Supporter / Fundraiser Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Report on Recurring Gift changes from 'Updates' tab

    The new feature of the 'Updates' tab on recurring gift plan now allows us to see what changes were made to a recurring gift plan by whom and on what date. This is wonderful, but it would be helpful if we could pull this information into a report to view this history across many records, rather than looking each record up individually to see the history. For example, I'd like to see what/how many records one admin user has changed.

    1 vote

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  15. 1 vote

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    0 comments  ·  Supporter / Fundraiser Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Add New Supporter & Recurring Donation

    Sometimes Supporters ask us to do the work for them. It would be helpful if we could create a new supporter in Classy and set up a recurring donation for them. Also the ability to set the start date to whatever they request. Currently, we have to do this on the public donation page and pretend to be our supporter.

    1 vote

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  17. Add program designation information to recurring created email

    Donors have asked questions on if their recurring donation went to the right program designation, because the initial email they receive doesn't list this when they first create their recurring plan

    1 vote

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  18. Native Fitness Challenge Functionality

    HAEA has provided feedback multiple times about having the ability to natively track fitness events within Classy such as a virtual run/walk or steps challenge over a specified timeframe (1-day, 1-week, 1-month, 2-months, etc.). With this, they'd also like the ability for folks to provide updates and share photos. Lastly, they'd like a leaderboard to be shown. Ideally, this would be available in conjunction with P2P and RWF campaign types so individuals can leverage their individual fundraising pages as a home base for providing updates.

    1 vote

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  19. Ability to Automatically Accept Chargebacks

    We would like an organization level setting that would allow for organization to be able to automatically accept chargebacks without it going through the usual dispute process and there being an investigation period with Stripe.

    2 votes

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  20. Ability to create supporter profiles and recurring plans within Classy Manager

    I think it would be a great feature if I could create a supporters account (sending them the password or temp password) and then set up recurring donations for them also. I'm new to Classy but I've already encountered this multiple times rather than refusing them, I just take there information. I'm just pretending to be them on the date they want their recurring to start.

    1 vote

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