Release notes 2024

December 10, 2024 release highlights

Meta integration for Instagram and Facebook sharing

Classy from GoFundMe introduced the first nonprofit Meta integration of its kind to take social sharing to a whole new level. Supporters can spread the word by sharing your donation pages and crowdfunding campaigns on Instagram—and now, Facebook! Each option guides users to your Classy-powered campaign where they can make a donation.

• The enhanced social sharing experience now supports one-click sharing to the Facebook feed for mobile devices, featuring dynamic posts for your Classy-powered donation and crowdfunding pages
• New and duplicated Studio campaigns will default the Meta feature to “on,” and the progress bars will default to “off”
• Update checkout process to improve tracking for the Meta integration on iOS devices, including c_src field values of ‘meta-instagram’ and ‘meta-facebook’ for Instagram and Facebook donations made through the integration
• To help optimize our customers' campaigns across channels, we will begin auto-activating the new Meta integration (with fundraising totals turned off) for eligible campaigns from organizations with an active integration

Embedded Studio beta updates

Embedded donation forms are the recommended solution for accepting donations directly through your organization's website. Our new embedded forms enable you to create fast, simple, and uniquely branded donor experiences, helping you convert more visitors into supporters. Here are the latest updates to Embedded Studio since its recent beta release:

• Introduced the ability to update share link options on the thank-you page
• Added the capability to update or remove images for your organization’s theme logo, partner logos, and content panel
• Resolved an issue to ensure payment method radio buttons function correctly
• Resolved an issue that incorrectly displayed the option for donor covered fees option

Campaign Insights

• Campaign Insights now refresh hourly, thanks to a recent update

Classy Manager

• We revamped the Payment Portal within Classy Manager to improve the user experience and unify the activation workflows for Stripe and PayPal
• Resolved an issue impacting SSO users attempting to access the Payment Portal
• Resolved a display issue in the Payment Portal affecting Canadian organizations
• Updated the PDF receipt for Giving Cart campaigns to include “Donated by,” “Donor address,” and “Federal tax ID”
• Resolved two issues to enhance the user experience within the Apps & Integrations section
• Resolved an issue ensuring updates to an attendee’s “First Name,” “Last Name,” and “Email Address” in Classy Manager now sync correctly with the attendee record in Classy Live

November 21, 2024 release highlights

Embedded Studio in beta

Embedded donation forms are the recommended solution for giving from your organization's website. Now available on our modern Studio platform, our new embedded forms let you create donor experiences that are fast, simple, and uniquely yours – so you can turn more visitors into supporters. Here's a highlight of some of the latest updates with this Embedded Studio release:

• Engage donors through checkout with your imagery and headlines in a new content panel
• Create the look you want with your colors, style, and choice from multiple tested layouts
• Encourage more giving with customizable animated recurring and fee coverage nudges
• Ask questions post-checkout to shorten conversion path
• Let donors hear your authentic voice with custom messaging in more places
• Enable your entire website once with a one-time install snippet
• Save resources with streamlined campaign setup and code free updates
• Invite donations in more places with configurable inline donation grids that can be designed once and added across your site

November 6, 2024 release highlights

Classy Studio: Passport

Appeal to international audiences with Studio Passport. Supporters visiting your Studio campaign page will now see donation and impact amounts automatically converted to their local currency, simplifying the giving process.

With this release, it's important to know that:

• Site visitors may change the currency by using the dropdown in the page header.
• Transactions will continue to settle in USD. 

Campaign Insights phase 1

With Campaign Insights, you can get an overview of a Classy campaign’s performance, including:

• Transactions and fee coverage
• Total amount raised by time
• One-time vs. recurring donations
• Performance metrics

Understanding these metrics helps you see how your campaigns are performing and how pages are converting.

Classy Live

Group registration generally available 

Classy Live's group registration management empowers ticket purchasers to easily update details for all attendees in their order, including names, emails, phone numbers, and custom questions. This feature is now available to all organizations using Classy Live.

Additionally, admins can opt to receive notifications when a group’s tickets are assigned, unassigned, or edited.

Donor covered fees generally available

Donor covered fees on Classy Live allow attendees to cover transaction fees at checkout and in text-to-donate forms. When enabled, an option appears in the attendee’s cart, donation form, and invoice, giving them the choice to opt in and take on the transaction costs. 

Add offline attendees

Attendee management is now more streamlined with offline attendee syncing. Admins can easily create offline attendees linked to tickets by using the 'Attendees' tab and the 'Add' button.

What to know:
The ‘Add Offline’ modal allows admins to select a ticket type, create an attendee for that ticket, and sync the details to Classy.  

November 6, 2024: all other upcoming releases and bug fixes

Studio

Features

• Updated terms and service in the footer of recurring email receipts.

Bug fixes

• Fixed issue wherein amounts on the Donation Form were being rounded instead of displaying the amount the campaign admin specified.
• Fixed issue where the footer of PDF receipt for Studio transactions broke to a second page.
• Fixed issue where the “View Campaign” button in eCard emails defaulted to admin URL instead of public URL.
• Fixed issue in the “Comment on campaign activity” email where the “View Page” button redirected to the supporter page instead of the campaign page URL.

Data Intelligence and Analytics

Features

• Removed timestamp from the “Payout Created Date” column in the export file of the Transaction History report to align with UI.
• Added “UTC” label to the “Payout Created Date” column of the Transaction History Report UI
• Removed the deprecated Birthdate column from all reports.

Bug fixes

• Fixed issue where "created_at" and "updated_at" dates were identical.
• Fixed issue where campaign progress bar was not automatically recalculated when an offline registration was adjusted.
• Fixed issue where exporting payout created and deposit date columns in the Transaction History report displayed a day behind.
• Fixed issue where Payout ID, Payout Deposit Date, and Payout Create Date were missing if a payout had been generated in the last 2-3 days.
• Fixed issue where the ‘Birth date' preset custom question exported responses 1 day off based on an organization’s time zone settings.
• Fixed issue where results were sorted incorrectly when searching by email addresses.
• Fixed issue where the “Unsuccessful” status filter failed to return expected results.
• Fixed issue where "Join a Team" modal displayed gross amount instead of intended.
• Fixed date discrepancy that appeared in 'Payout' report confirmation modal.
• Fixed issue where the "Is Equal To" and "Is Not Equal To" operators failed to work as expected when used with the "Last Decline" filter.

Recurring

Bug fixes

• Fixed an issue where the 'Resume' date was not displaying the correct date
• Statuses for reprocessing failed transactions are now more descriptive:
  • On clicking "Reprocess" button for unsuccessful transaction under activity tab, "Reprocess attempt is in progress. Please wait a moment, then refresh for transaction status.” toast message should be displayed.
  • When reprocess is successful - display toast “Reprocess attempt was successful.”
  • When reprocess is unsuccessful - display toast “Reprocess attempt was unsuccessful.”
  • If still processing after a minute - display toast “Reprocess attempt is in progress. Please wait a moment, then refresh for transaction status.”

Developer Studio

Features

• Updated the developer portal request access form.
• Added more details to Classy API docs to make it easier for developers to fetch aggregate donation amounts for fundraising pages at the organization and campaign levels.
• Made it easier to navigate Classy API docs by adding expand/contract pull bars to the page.
• Updated product information link in Mittun partner app.

Bug fixes

• Resolved an authorization issue that occurred when submitting the partner app "Contact Us" form.
• Fixed an issue where the wrong error message was displayed to users who don't have "Apps & Integrations" permissions.
• Improved the "Active Apps" page to load all apps at the same time.

Classy Live

Features

• The existing Supporter Display now includes an option to showcase the ‘Total Raised’. This enhancement allows events to highlight their supporters and total amount all within one display.  
• We revised the "No Access" page language, adding a log-out button, and a debugging option to provide easier resolution when encountering access issues.

October 17, 2024 Release Highlights

Data Intelligence and Analytics: Reporting

We continue updating reporting filters to improve ease of use and provide a better user experience. Our latest update includes the introduction of an “Or” operator in advanced filters.

• If "Or" is selected, the report's results will reflect some of the filters being applied, but not all.
• If "And" is selected, the report's results will reflect all of the filters being applied.

Engagement: Studio emails

• Merge tags in email subject lines are now supporter in Studio emails to encourage more dynamic content and personalization.

Classy Live

Bug Fixes

• Fixed an issue where the ‘Assign Table/Seat’ data was erased when admins edited it from the check-in modal.
• Fixed an issue where the import template downloaded from events wouldn’t open in standard spreadsheet applications.
• Fixed an issue where attendee names edited in Classy Manager overwrote records synced to Classy Live.
• Fixed an issue where auction displays didn’t update transactions in real-time.
• Fixed an issue where attendees setting a max bid after bidding closed was recorded in auction item activity.
• Fixed an issue where the final bid was included in the ‘Committed’ amount when the ‘Reserve Price’ was not met.

October 17, 2024: All Other Upcoming Releases and Bug Fixes

Data Intelligence and Analytics

Features

• In the Transaction History report, we removed the “UTC” text from the “Payout Created Date” column since no timestamp value is being populated.
• Now, we automatically combine PayPal payout reports when sent separate files during periods of high transaction volume.
• In the Fundraising Page report, we have added 'Archived' as an available status to CSV export file.
• We now ensure all possible filter values display when an admin selects "Is Equal To" as an operator within advanced filters.
• Embedded Studio has been added as a campaign type filter to allow admins to efficiently organize and locate these specific campaigns.
• We have updated text filter labels to more intuitively match their campaign types.

Bug Fixes

• Fixed an issue where an inaccurate count of campaigns per question was returned when unchecking 'group by campaign'.
• Fixed an issue where custom questions failed to populate for admins after they modified the saved report by selecting Columns → Custom Questions.
• Fixed an issue where a net amount discrepancy would be caused by chargeback/chargeback reversal.

Engagement

Features

• Footed text updates have been made for recurring email receipts to align with Classy's Terms of Services and Privacy Notice.

Bug Fixes

• Fixed an issue where the FRS version of the "Recurring donation email changed" email template was sent when a Studio recurring giving plan had been updated.
• Fixed an issue where gross donation amount displayed for "Donation made to fundraising page" and Donation made to team fundraising page" emails instead of intended donation amount.
• Fixed an issue where currency displayed in email and PDF receipts were determined by billing address instead of the currency the supporter had selected.

Classy Live

Features

• Expanded data sync to enable event specific transaction data.

Bug Fixes

• Fixed an issue that prevented admins from being able to change the 'Item Type' from "Silent" to "Fixed Price" if there was already bid history.
• Fixed issue where the "Amount" input field would autofill too quickly when editing or creating auction items, causing formatting errors.
• Fixed an issue where paid-for paddle raise donations were able to get deleted.
• Fixed an issue that caused an error message when adding an "Attendee" as a "Speaker".
• Fixed issue with bidder numbers being assigned to attendees, despite setting to leave them blank.
• Fixed issue with billing address state field saved as full text instead of abbreviation for attendee-added cards, resolving downstream issues with data formatting.
• Fixed an issue preventing admins from being able to send SMS messages to attendees if they had no email address.

October 1, 2024 Release Highlights

Classy Studio

• Activity Feeds are now available for Classy Studio campaigns. Users can drag and drop Activity Feeds into new and existing Classy campaigns, edit the “Comment” and “Show More” buttons, and enable/disable commenting and likes on feed items.
• Native Tealium support has been added to Studio! You can now add Tealium to your Studio campaigns by reaching out to Classy’s Care Team and providing your account and profile IDs. Once added, Studio pages will automatically send supported events and data to your Tealium container.
• We’ve improved and updated our Google Analytics 4 and Google Tag Manager implementations to include more information, including Giving Cart campaigns.
  • What to know: a JSON import for Google Tag Manager will be provided to configure the new variables and triggers.
• [Checkout] We have improved the messaging to supporters when their credit cards are declined to help reduce transaction-related calls to organizations. 

Classy Manager

• The Apps & Integrations section within Classy Manager has been redesigned to enable customers to easily discover, explore, and connect to native and partner-built apps. This catalog provides a marketplace-like experience where customers can onboard partner-built solutions by easily sending a message within Classy Manager, and mark apps as active for streamlined management.

Campaign Management

• We’re streamlining the donation process by introducing a new “Donate as organization” option in all Studio campaigns. This update will capture the organization name directly during checkout, removing the need for the “Company / Organization” custom question. Admins can easily enable this feature, ensuring a smoother, more efficient experience for both donors and organizations.
  • What to know: If your organization has the “Company / Organization” custom question toggled on, we will disable it and automatically enable the “Donate as organization” feature for you. 

Fundraising and Donor Management

• With the enhanced transaction record UI, we are providing the ability to make offline registrations editable, similar to how offline donations are editable. This means an organization can edit and update offline registration payment information, for use cases such as pledging, when payment is received.

Classy Live

• Admins may now create a new display type to showcase their auction items during onsite events. This display rotates through an animated carousel of items, showing activity and the current highest bids items. This new display increases visibility and exposure to the auction experience, driving engagement and participation throughout the event.

October 1, 2024: All Other Releases and Bug Fixes

Developer Studio: Apps & Integrations

Bug Fix

• Several fixes and improvements made to Apps & Integrations admin flows within Classy Manager 

Events

Bug Fixes

• [Donor Covered Fees closed beta] Made improvements to switching on/off the checkbox to opt-in and invoice responsiveness to fees
• [Edit attendees] Fixed an issue with specific ticket type question not being displayed in attendee edit and reassign modals
• [Emails] Fixed an issue in the 'Welcome' and 'External Bidder' confirmation emails to no longer show event dates when the 'Hide start and end date' setting is selected
• [Auctions] Fixed the issue of auction items being deleted if there is activity on the item, resolving downstream issues with auction reports.
• [Auctions] Fixed an issue with the triggering of auto-bid when two different attendees would bid the same max bid amount

Fundraising and Donor Management

Bug Fix

• Fixed an issue preventing an org admin from assigning or changing a team captain via the Fundraising Team Record

Engagement: Email Studio

Features

• Recurring donation PDF receipt now supports multi-currency transactions

Bug Fixes

• Resolved an issue where the currency code on PDF receipts displayed incorrectly for INR and PHP currencies
• Resolved an issue where the alt text field validation failed

Data Intelligence and Analytics

Features

• New and subsequent recurring giving plans are now differentiated in the activity feed
• Added an "Account" filter to the Order Items report 

Bug Fixes

• Fixed an issue where the Order Items report for Giving Cart Search | MySQL 8 incompatibility for supporter fetch failed to load properly when an org had too many cart orders
• Resolved an issue where comments failed to load on some feed items
• Resolved an issue where 'Gross Transaction Amount' displayed inaccurately for non-passport donations
• Resolved an issue where an error message appeared when scrolling down the feed
• Resolved an issue where incorrect date displayed on the Activity Feed and the button text
• Fixed an issue in the Stripe Payout report that caused missing transactional data when a Chargeback is 'Won' due to payment_intent_id is null in Stripe Recon DB

September 10, 2024 Release Highlights

Classy Manager: FRS Campaigns

Campaign redirects are available! Any supporter who accesses an unpublished campaign’s URL will be sent to your organization’s website instead of a Classy 404 branded page, creating a better and more streamlined supporter experience. Admins will also have the option of setting up campaign redirects by adding a redirect URL to a location of their choosing, whether it’s a different website or a newly created Studio campaign.

• To set up a redirect link outside of your organization's website, you can do so from your campaign via the Details tab > About section > Redirect URL.

Data Intelligence and Analytics: Reporting

Organizations can now search for words in a text string with three new options available in advanced filters. These options empower admins to quickly find the results they need with: 

• Contains
• Begins with
• Ends with

Classy Live: Supporter Auction Display

Supporter recognition is now easier with our all-new Support Auction Display. On Classy Live, admins can now access this to provide a visually engaging, automated scrolling list of supporter names that can be featured during events. 

September 10, 2024: All Other Releases and Bug Fixes

Classy Live

Features

• [Auctions | Bulk Import Items]: in the UI, we updated the "Import Items" workflow to include a "Select an import option" modal, which guides users in generating an import template and starting the import process.

Bug Fixes

• [Event | Welcome emails] Fixed an issue causing the PDF Tickets to no longer display the logo image and the event’s time correctly.  
• [Auctions | Displays] Fixed issue with Classy Offline donations “from a company” being listed as Anonymous in thermometer display
• [Auctions | Payments] Fixed issue with Billing Address not saving the “State” field in full
• [Auctions | Items] Fixed an issue occurring when pasting > 1000 characters into the Item Print Description and causing issues with the character count and the field not saving
• [Event | Organization] Removed Organization events calendar link from showing 

Studio

Features

• PDF receipts are now available for Giving Cart campaigns
• Multi-currency transactions now reflect both display and charged currencies for one-time donations in Studio campaigns
• Migrated existing “percentage to goal” milestone emails to trigger based off of intended amount instead of gross amount for orgs with Donor Covered Fees enabled
• Minor adjustments to improve UI consistency in Email Studio
• Updated “supporter center” link in footer of Studio emails to point to https://support.classy.org/s/supporter-resources instead of https://support.classy.org/s/

Data Intelligence and Analytics

Features

• [Reporting] For Giving Cart transactions with multiple designations, the Transaction History report will display “multiple” as a value for designation name, designation ID, and external designation ID.

Bug Fixes

• [Reporting] Fixed issue where multiple designations from Giving Cart transactions would prevent the Transaction History report export file from being generated
• [Reporting] Fixed an issue where pending transactions would not display when user selects specific date
• [Reporting] Fixed an issue where values in the “Receipt Number” column of the Transaction History report failed to display for Canadian organizations
• [Reporting] Fixed an issue where the intended donation amount for Donor Covered Fees displayed on the Transaction History report was 1 cent off from the true amount

Supporter Center

Features

• Enabled recurring retry functionality for Giving Cart orders

Checkout

Bug Fixes

• Fixed intermittent issue with donating via ACH
• Fixed issue with Company Name being pushed to C4SF as an empty string instead of null
• Fixed issue with Venmo button being loaded on devices that are not eligible
• Various accessibility improvements:
  • Ensure there’s only a single H1 on each checkout page
  • Fixed issue with screen readers not announcing 3rd party image on payment methods
  • Fixed issue with screen reader saying “checked” 3 times for waiver agreements
  • Add “required” attribute to relevant fields

Campaign Management 

Bug Fixes

• [Studio Builder] Fixed an issue where the internal campaign name was not being saved properly during the campaign creation process
• [Studio Builder] Fixed an issue where the error message for saving a campaign with no end-time was unclear
• [Studio Builder] Fixed an issue where some campaigns were defaulting to 5% DCF add on rate when the org has 0% set at the organization level

Foundation

Bug Fixes

• [FRS] Addressed several security enhancements
• [FRS]  Fixed an Issue where the “X” character and X icon were not aligned on mobile
• [FRS] Fixed an issue where the user needed to refresh the manage section of their fundraising page to see their new fundraising image
• [Classy Manager] Fixed an issue where some transaction details records were not loading correctly
• [FRS] Fixed issue in the “Remaining commitment amount” merge tag to ensure its calculation includes the most recent charge

August 15, 2023 Release Highlights

Classy Live

Credit Card Tokenization: Generally Available

To streamline making a donation or bidding during an event, we’re offering Credit Card Tokenization, which allows attendees to use the same credit card they provided during registration to save on file for day-of events. This provides a seamless and streamlined attendee experience when participating in an auction or making a donation and helps organizations maximize revenue opportunities during events. 

Bid Anonymously

To enable event attendees to place bids and purchase auction items without disclosing their identities, we’re launching a ‘Bid Anonymously’ option. This aims to increase bid activity, enhance user satisfaction, and maximize fundraising efforts by adhering to the privacy preferences of a wider audience. To provide flexibility:

• Attendees can opt for anonymity before placing bids.
• Attendees have the flexibility to enable or disable anonymous bidding at any time.

Event Button Customization

To create more personalized experiences for attendees, admins can now modify the button text on their Event Page. This helps admins customize the text and gives them visibility of the "Enter Event" and "Register for Event" buttons on their Event Page. With this new enhancement:

• Admins can modify the button text to create a more personalized experience for event attendees.
• Admins can choose to hide the login or register buttons on their Event Page.

Studio

3D Secure Authentication

To protect online card transactions for Classy Pay clients, we’re launching 3D Secure Authentication (aka 3DS) as a part of up-leveled security. This feature, when required, will prompt the cardholder to authenticate via a password or code sent to their phone.

Builder Layouts

To provide more flexibility, we’re launching a new smaller layout option for all layout blocks. This smaller block size allows for more compact layout designs and is ideal for various purposes, such as creating headlines across multiple sections.

Giving Cart

To create consistent experiences between Giving Cart and non-Giving Cart campaigns, we’ve updated the “Donate Now” call to action to “Donate [amount]/[frequency].” This update provides clarity to supporters when confirming their donation. 

Data Intelligence and Analytics

Reporting Updates

To streamline reporting and provide a better user experience, we’re offering consolidated, enhanced report filters. This means report filters now include:

• A date range with the “All Filters” modal
• Automatic adjustment of column widths based on the content length within the cell
• New sorting icons at the top of all report columns

Classy Manager

Activity Feed Bug Fix

We’ve fixed an issue where the Activity Feed would display an error when first logging in to Classy Manager. 

August 15, 2023: All Other Releases and Bug Fixes

Classy Live

Features

• Now, attendees with unpaid or active bids in their cart cannot be deleted. If an Admin attempts to delete such an attendee, a tooltip warning message will advise them to first remove unpaid or active bids before proceeding with deletion.
• When editing the Fair Market Value on an auction item, the "Show custom text" option is now only editable when the "Show Fair Market Value" is enabled and turned on. 

Bug Fixes

• Fixed an issue where Purchase Notes did not wrap in the invoice, causing page overflow that disrupted the invoice format.
• Fixed an issue where no error message was displayed with the 'Buy Now Price' was set lower than the 'Reserve Price'.
• Fixed an issue that prevented the 'External Bidder' field from updating to Attendee after merging the two records.
• Fixed an issue that caused an error message to be displayed when attempting to view event recordings.
• Fixed the event search functionality on the Organization > Events page where the search results did not always include all valid entries.

Checkout

Features

• [Studio] Updated the "Donation Summary" on mobile to be collapsed by default, reducing friction by eliminating the need to scroll down to see actionable items such as covering fees, dedications, and more. 

Bug Fixes

• [Studio] Fixed issue with duplicate transaction records being created for a single donation.
• [Studio] Removed the aria-label from the image of accepted credit card types.
• [Studio] Fixed issue wherein navigating with the keyboard would not scroll the active fields into view.
• [Standard/Embedded Giving] Fixed issue where enabling Intelligent Ask Amounts was continuing to display non-IAA amounts. Now, it will render the text “[variable]” in the preview of the donation form.

Campaign Pages and Management

Features

• Improved page performance of campaigns that are loading large amounts of program designations.

Bug Fixes

• Fixed an issue where the image upload option was not displaying correctly.
• Corrected an issue where dropdown menus were not remaining open while selecting items.

Engagement

Features

• Giving Cart campaigns now have the option to include a PDF receipt to the email receipt.
• Admins can now sort emails in the email list.

Bug Fixes

• Fixed issue where campaign phone and email set at the campaign level failed to override  phone and email set at the org level.

Data Intelligence and Analytics

Bug Fixes

• Fixed issue where data failed to render for certain FRS campaign reports.
• Fixed issue where admins would see BAD_USER_INPUT when trying to filter multiple values where Campaign Name “IS LIKE”.
• Fixed issue where data failed to appear in Order Items report.
• Fixed issue where transaction records failed to sort correctly by descending order.
• Fixed issue where the progress bar circle on ticketed event landing pages failed ot update when an admin made changes to ticket/registration types.

Foundation

Features

• Classy/GoFundMe's new Terms of Service and Privacy Policy have been added to FRS.
• Implemented MOTO (Mail order, Telephone order) flag to all Virtual Terminal and Live API transactions, ensuring organizations will be able to continue to transact without needing CVV or CVC for credit card transactions

Bug Fixes

• Fixed an issue where admins were not able to view all promo codes using the scroll bar.
• Fixed an issue where certain settings on core Classy campaigns were not being reflected on the Virtual Terminal campaign.

July 24, 2024 Release Highlights

Organization Management

In order to make it easier to view account roles assigned to a user, administrators now have the ability to export Roles and Permissions via .CSV file to display all ‘Roles’ of a user. 

Studio

Studio Builder

To create consistency for administrators across experiences, dedications have been moved to their own section in the builder settings, and certain settings have been renamed and reorganized for a more intuitive experience. 

Classy Live

Auctions

Admins now have enhanced customization options for displaying the Fair Market Value (FMV) on an auction item's webpage. This feature aims to better highlight the unique value of certain items to encourage higher bids.

For a specific auction item, the default setting remains unchanged (i.e., displaying the FMV and the FMV dollar amount). However, administrators now have the following options:

• Choose whether to display the Fair Market Value on the event's auction item webpage.
• Show custom text in the Fair Market Value field on the webpage instead of the actual FMV amount.

July 24, 2024: All Other Releases and Bug Fixes

Developer Studio - Sample Apps

Features

• Updated the sample apps mock server token to the same length as an actual token. This will help users trying the sample apps to understand what a token will look like when they use the actual API. 

Campaign Pages

Features

• Removed “Powered by Classy, a GoFundMe company” from the Donation Form.

Bug Fixes

• Fixed an issue where users were not able publish pop after closing out the publish pop up box.

Classy Live

Bug Fixes

• [Auctions] Fixed issue with the “Progress” column not being included in the auction items export.
• [Auctions] Fixed issue with the Transactions page continuing to show refunded transactions as UNPAID (DELETED), even if the  transaction has been paid sometime after the refund.
• [Auctions] Fixed issue with the attendee cart not reflecting the correct amount if a partial payment was made.
• [Event Page] Fixed issue causing the Agenda Sessions with the same time to sort randomly.
• [Virtual] Fixed issue that was preventing downloads of a virtual venue recording directly from the UI.

Classy Platform

Features

• Added missing 'Secure' and 'HttpOnly' attributes on session cookies to FRS pages ensuring continued security on the platform

Bug Fixes

• Fixed an issue where the user was not able see the correct error message if Classy Mode percentage set to "0".
• Fixed an issue where supporter could not delete Fundraising page or Team card.
• Fixed an issue where a supporter could not access Fundraising pages through 'View' and 'Manage' buttons in Supporter Hub Fundraising cards.
• Fixed an issue where matching sponsor image was not appearing in activity feeds.
• Fixed an issue where existing supporters who had opted in for 'Consent Preferences' that later opted out on a Virtual Terminal form, were still labeled as "This supporter is currently opted into communications." in Classy Manager.
• Fixed an issue where phone number was not populated for resulting supporter record if member was new on a new recurring donation.
• Fixed issue where the 25% and 75% of goal milestone email failed to send for FRS P2P campaigns.

Data Intelligence & Analytics

Features

• Added “Payment method” column and filter to Attendees Report.
• [Giving Cart Beta] Added a new “Order Items” report that allows admins to review details of all items across all orders.
• [Giving Cart Beta] Updated Transaction History report to only show top level order data for Giving Cart transactions. 

Bug Fixes

• [Giving Cart Beta] Fixed issue on the Order Items report for Giving Cart where $NaN" was displayed in the "Average Transaction Size" metric tile when the value was actually "0".
• [Giving Cart Beta] Fixed issue on the Order Items report for Giving Cart where no search results were returned when using the alphanumeric "Order Item ID".
• [Giving Cart Beta] Fixed issue on the Order Items report for Giving Cart where sorting functionality was case sensitive.
• [Giving Cart Beta] Fixed issue where multiple transactions for a Giving Cart order caused the designation field to show “undefined.”
• [Giving Cart Beta] Fixed issue where Giving Cart transactions failed to appear in activity feed.
• Fixed issue on attendees report where admins were unable to filter by "Payment Method" when the operator was set to "Is Equal To" or "Is Not Equal To.”
• Fixed issue where progress bar recalculation took more than one day. Updates to progress bar recalculation will now take about 5 minutes.

July 10, 2024 Release Highlights

Zapier Integration

Our Zapier integration now supports new and updated recurring plan triggers, making it easy for Zapier users to automatically create records or get notifications when a Recurring Donation Plan is added or updated in Classy.

Developer Studio

Sample Apps

To create improved developer experiences, we have added sample apps within our Developer Portal.

These sample apps empower users to try common Classy workflows from end-to-end and request a response, without any code. This creates a vision for how the Classy API can meet unique use cases and data integration needs.

Standard, Embedded, and Studio Experiences

Privacy

To uphold legally compliant data privacy practices and provide more transparent donor experiences, supporters will need to click a final confirmation call-to-action when submitting their donation, including when they leverage digital wallets. For Embedded experiences, this means a new confirmation screen has been added to the end of the experience that includes a donation summary and required privacy language. 

In addition, both Classy's and an organization's privacy statements have been added to all checkout flows. In Checkout, we have also replaced the "Terms | Classy Privacy Policy" with "Powered by Classy, a GoFundMe company" above the "Donate Now" button. 

Required action: Please provide a link to your Privacy Policy via your Account Settings.

Microsoft Dynamics: Generally Available

Organizations using Microsoft Dynamics CRM can now leverage our native integration to sync relevant fundraising data to garner actionable insights and improved stewardship strategies.

July 10, 2024: All Other Releases and Bug Fixes

Checkout

Features

• Removed the "message to recipient" description within the dedication flow to further simply the process
• We now update the status on crypto-enabled standard donation forms based on the Coinbase webhook "charge:pending" so that the donor knows the transaction is complete.
• Simplified privacy disclosures by removing the "By donating you agree..." message from the "Choose Payment" screen and the "I agree to these Terms..." checkbox and text from the ACH details screen.

Bug Fixes

• Because HRK now uses the Euro, HRK has been removed from donation experiences
• Fixed issue where if pass-through parameter "amount=" was present, then it would not update the value on the PayPal/Venmo modal
• Fixed accessibility issue where it wasn’t possible to focus on 'View Waiver' button using only the keyboard

Developer Studio

Features

• Added an overview section to the Classy API documentation page, allowing for a more streamlined way to learn how auth to the API, user filters on endpoints, and troubleshoot API error codes.

Bug Fixes

• Updated the README for the Multi-Item Order sample app in the public GitHub repo.

Campaign Pages

Bug Fixes

• Progress Metrics block will be updated to read “# gifts” instead of “# donors”.

Engagement

Features

• Clicking “Emails” in the Studio navigation will now take admins to the “All emails” list regardless of where they are within Studio.
• PDF footer now displays both Classy and Organization privacy policies.

Bug Fixes

• Resolved issue where a plus sign would appear at the beginning of the reply-to email address.
• Resolved issue where ticket totals in the order receipt email aligned incorrectly in Outlook and Apple Mail.
• Resolved issue where refreshing the email preview page redirected user to Classy login.
• Resolved discrepancy in how currency symbols and amounts display for the recurring donation canceled and staff recurring donation canceled emails.
• Resolved issue where logo image for PDF receipts that was uploaded in “Settings and theme” did not appear on all PDF receipts within the campaign.

Fundraiser and Donor Management

Bug Fixes

• Fixed an issue where zip codes that start with "0" were not displaying the “0”
• Fixed an issue where an admin did not have the ability to select “0” ticket number when creating offline tickets or registrations
• Now, when a team captain is archived, their fundraising page is removed from team.  

Foundation

Bug Fixes

• Fixed an issue where users were able to set a 0% fee when Classy Mode was enabled, resulting in checkout errors.
• Fixed an issue where Classy Mode percentage settings were copying to DCF fields when duplicating a Classy Mode campaign, resulting in campaign errors.

July 2, 2024 Release Highlights

Classy Live

Virtual Venue

To have stronger control over security, privacy, and content, organization admins can choose to disable or enable the Virtual Venue chat feature.

Auctions

To provide a consistent and intuitive experience for supporters, SMS outbid alerts now include a magic link that directs the user back to the specific auction item they were outbid on. 

Bulk Close of Balances [Beta]

The Bulk Close of Balances features is now available to all Classy Live customers as a beta feature. Activation is no longer required by the Care team. 

July 2, 2024: All Other Releases and Bug Fixes

Classy Live

Features

• To comply with legal data disclosure protocols, the Classy Terms of Service have been added to all 'Add Payment Method' modals. Additionally, Classy's and the Organization’s Privacy Policies have been included in all donor-facing experiences.
• The “Cell Phone” field has been updated from being a required input in the 'Add Payment Modals' on both the Admin and Attendee facing pages.

Bug Fixes

• Fixed issue with the Thermometer Display incorrectly showing Text-to-Donate (T2D) transactions twice in the Display.
• [Virtual Venue] Fixed issue with the “Edit Profile” menu item being covered by the Venue Settings floating header
• [Seating] Fixed issue causing an error when an Admin attempts to re-seat an attendee in the “No One Seated” filter view
• [Event Page > Agenda] Updated session tags to wrap when there are multiple tags to prevent mobile page display issues
• [Auctions] Fixed issue with deleted cash/check transaction refunds showing in the attendee cart twice
• [Auctions > Invoices] Updated the invoice to accurately display partial payments. Previously, the Amount Due and Payments Applied fields did not reflect these updates correctly.

June 20, 2024 Release Highlights

Checkout

Intelligent Fraud Protection

Strong analysis of user interaction and behavior offers better protection and fraud detection. This feature better protects your organization from potential abuse and transaction fraud on Studio and Standard forms, replacing reCAPTCHA.

Organization Management

Privacy Policy

Elevate your organization’s privacy policy to build transparency and trust with donors. Your privacy policy will appear on Studio page footers, checkout experiences, email footers, and in Supporter Hub.

Required action: Please provide a link to your Privacy Policy via your Account Settings.

Campaign Management

Intelligent Ask Amounts

To help increase campaign revenue, Intelligent Ask Amounts will be automatically defaulted to “on” for all new Studio campaigns.

Classy Studio

New! Sponsor Matching

Showcase matching opportunities on any campaign. Add, track, and promote donation matching sponsors with customizable drag-and-drop widgets. And, if you’re using progress bars, the matched amounts will be reflected. 

Updated Impact Tiles

Now, you can align Impact Tile height regardless of content length. This allows you to create a clean look and feel with consistent tile heights.

Data Intelligence and Analytics

Intended Amount Reporting Filter

To help create consistency between progress bars and reporting, you can now filter by the “Intended Amount” (i.e. you are no longer limited to just the Gross Transaction Amount).

Platform

Recurring Donor Migration

Consolidate recurring plans by migrating PayPal Billing Agreements to Classy.

June 20, 2024: All Other Releases and Bug Fixes

Campaign Pages

Features

• The footer on all Studio pages has been updated to include links to your organization's privacy policy.
• Donation Forms have been updated to say "Powered by Classy, a GoFundMe company" on all non-Giving Cart Studio campaigns.
• To provide more data about a Studio campaign, a custom_page_view GA4 event will now fire when a campaign page is loaded.

Supporter Hub

Features

• Your organization's privacy policy is now added to all areas where a supporter updates their payment information.
• When an organization uses ClassyPay, the credit card validation errors that are displayed to a supporter in Supporter Center will now provide more information on why a card was declined.

Campaign Management

Features

• Your organization's privacy policy and Terms of Service are now included in Studio Builder experiences.
• UI adjustments have been made to Studio Builder to better accommodate larger screen sizes.
• Admins can now switch between accounts from Classy Studio.

Bug Fixes

• Fixed an issue where Double the Donation was not appearing as an option for campaigns created before Double the Donation was added to an account.

Developer Studio

Features

• The Classy Developers buttons and links have been updated to point to the new Classy API documentation
• Updated the API v2 Docs page rollover title to 'Classy API'

Checkout

Bug Fixes 

• Fixed an issue with pass-through parameters not overriding Intelligent Ask Amounts
• Fixed an issue that caused a 422 network error when 2 or more pass-through parameters were used with Intelligent Ask Amounts enabled
• Fixed issue where zip code/postal code field was showing a field validation error when filled by saved browser address
• Fixed issue that prevented Coinbase Wallet transactions
• Fixed accessibility issue where additional content that became available on hover, such as tooltips, did not allow the user to move the pointer over that same additional content without the additional content disappearing
• Removed the loading animation that appeared on a small set of crypto-enabled campaigns
• Fixed accessibility issue where some inline error messages weren’t being announced
• Fixed issue where currency amount wasn’t persisting when user switched frequency on Intelligent Ask Amount enabled Standard Donation Form campaigns

Embedded Giving

Bug Fixes

• Fixed issue where currency amount wasn’t persisting when user switched frequency on Intelligent Ask Amount enabled Inline Embed and Popup Embed campaigns

Foundation

Bug Fixes

• Fixed an issue on FRS donation pages where the “Other” field was selected by default when it should not have been
• Fixed an issue where the “Other” amount was selected by default when IAA was toggled on for FRS Donation forms
• Fixed an issue where the payment method was not populating for free commitment registrations when billing or attendee email was capitalized
• Fixed an issue where some fundraising teams were being created without a team captain
• Fixed an issue to correctly reflect leaderboard order → amount raised not including fees
• Fixed an issue where templates on Canadian accounts were being set to USD instead of CAD.

Fundraising Donor Management

Bug Fixes

• Fixed an issue where admin users were not able to save the ticket searched from the search component in the dropdown 

Data Intelligence & Analytics

Bug Fixes

• Fixed issue where the "Request report" button for payout reports would appear disabled for particular time frames depending on the admin's timezone
• Fixed issue where the date filter chip would display "Invalid DateTime" after being selected instead of displaying text that reflects the correct, applied date range

Engagement

Features

• Added Resource center to Studio, allowing admins to find answers to their questions directly within the Studio experience
• Updated privacy policy links across email and PDF receipt footers to surface organization privacy policy alongside the Classy and GoFundMe privacy policy
• Made minor UI improvements to the Studio email builder

Bug Fixes

• Fixed issue where Studio merge tags pulled from Member record instead of the Supporter record
• Added a “px” suffix to border radius controls within Studio builder for emails

June 18, 2024

Classy Live

Features

• [Onsite Tools | Paddle Raise] Updated the Search by Bidder filter to only search by bidder number, saving time from needing to include first name, last name, and email.
• [Onsite Tools] Removed 'Unassigned' attendees from the Paddle-Raise and Add-to-Cart lists to make it easier for admins to quickly see and filter for actual attendees.
• [Invoices[ Updated all invoices to display amounts right-side aligned. This applies to all three invoice types and columns that show amounts.
• [Public Auction Pages | Mobile Responsiveness] Aligned the Auction Item text size and tags when displayed on mobile browsers, resulting in increased text size and centered margins of auction item tiles. 

Bug Fixes

• [Attendees] Fixed an issue that was producing an error if removing Bidders number via Edit Attendee Modal.
• [Attendees] Fixed issue to allow for refunded Attendees to come back as External Bidders.
• [Bulk Import of Items] Fixed issue with import failing and showing a 500 error when attempting to import a file with long auction item descriptions.
• [Event Page | Agenda] Resolved the Event Page to now show "Agenda" sessions if the sessions are not published.
• [Duplicate Events] Fixed an issue causing events created through duplicating to not open from the organization's dashboard.
• [Auction Manager | Bidders tab] Fixed filtering issue that allowed Bidders with 0 bids and no payments to continue to be displayed under the Bidders > Paid tab.
• [Auction Manager | Transactions tab] Fixed an issue with the Amount Owed and Amount Paid fields not filtering or sorting properly.
• [Payments] Added validation to the mobile phone number field so that it only allows numbers and select special characters (i.e., -, +).

May 28, 2024

Campaign Management

Features

• In Classy Studio, sponsor matching is now available. A new "Donation Matching" option in the settings side panel allows for setup and management of donation matching, allowing admins to easily add sponsors and associated details.

Checkout

Features

• If a donor selects a recurring frequency when donating, the cryptocurrency payment method is hidden
• ‘First Name’ and ‘Last Name’ labels have been adjusted to clarify representation of individuals either in memory of, or in honor of
• Removed "billing" from address field placeholder and validation errors since the address is not a billing address
• Updated terminology from "credit card" to "card" to accurately reflect that debit, prepaid, and credit cards are all acceptable forms of card payments
• Added a new phone number component to standard donation forms that features country selection, country-specific input masking, and country-specific validation
• Donors can no longer deselect a donation amount button, eliminating the issue of checking out with a $0 donation and the absence of an error message
• Intelligent Fraud Protection is now integrated into Classy Studio and Standard Donation Pages to analyze user interactions and behaviors on a website that distinguish legitimate users from automated bots

Embedded Giving

Bug Fixes

• Fixed bug with Google Address Autocomplete that allowed some donors to bypass the required fields to process the donation

Campaign Pages

Features

• [Studio] Updated Custom HTML/CSS block to support showing content technically outside of the block
• Updated Progress Metrics block to support setting the bar gutter color and setting the block’s horizontal alignment on the page
• Navigating to a published campaign’s page on https://giving.classy.org will automatically redirect to the campaign’s domain-masked version (if available)
• Added setting to the Impact Block to have it fill the vertical space
• Updated all Twitter icons and text to “X”

Fundraising Donor Management

Features

• Purchaser Address [address, city, state, zip] is now carried over to Attendees through Offline Registration Workflow
• Removed ‘Unsuccessful Transactions’ from the Fundraising Page and Team Roll-Up metrics
• Updated ‘Payment Field’ message for unauthorized Stripe Credit Cards via RGP record

Bug Fixes

• Fixed an issue where the user was not able to navigate from the “Matching” section to the “Pages” section

Organization Management

Features

• Classy Privacy Policy is now displayed on sign-in workflows

May 21, 2024

Classy Live

Bug Fixes

• [Events] Updated the "Refund" ticket process to prevent refunded attendees from performing further actions. Changes include:
  • Deleting stored payment methods
  • Canceling any outstanding maximum bid cancellations
  • Revoking access through any previously issued Welcome emails
  • Stopping the distribution of outbid notification emails

May 15, 2024

Data Intelligence & Analytics

Features

• Intelligent Ask Amounts are generally available
  • When turned on, Intelligent Ask Amounts provide real-time, personalized ask amounts tailored to a donor's giving profile

May 7, 2024

API | Developer Studio

Features
Customers and partners can access new API documentation published to docs.classy.org and the Developer Portal. This new documentation allows users to:

• View and copy request body samples for Classy API endpoints
• Easily find the endpoint or field they need with the addition of a search field
• Easily preview response samples and toggle between success and error response bodies
• Automatically be redirected to new documentation from former API documentation

Campaign Pages

Features

• Meta CAPI is now fully supported on Studio!
• Updated the Donation Form CTA to say "Continue" instead of "Donate {amount}"
• Update the Donation Form amounts to have commas (e.g. "$1,000" instead of "$1000")

Bug Fixes

• Fixed issue with Studio progress bars not properly left aligned on wider desktop screens

Campaign Management

Features

• URL inputs in Studio builder will automatically prepend urls with "https://www" without the user needing to type it in (e.g. user inputs "classy.org" and the output is "https://www.classy.org")
• Added keyboard accessible features to drag and drop and block selection
• Added validation that alerts the user if they are removing a program designation group that is being used on an impact tile

Bug Fixes

• Fixed an issue where the user was not able to navigate from the "Matching" section to the "Pages" section

Checkout

Classy Studio Features

• Added the "transaction" event to the dataLayer
• Added check image to ACH screen
• Removed redundant terms/privacy copy on ACH screen
• Made all payment method buttons the same size
• Creates offline donation records if the campaign has sponsor matching enabled

Bug Fixes

• [Studio] Fixed issue that allowed donors to save comments that exceeded the max character limit
• [Studio] Fixed issue that prevented donors from updating checkout fields after the transaction was declined
• [Studio] Fixed issue that allowed dedications to be saved without a required donor first/late name
• [Studio] Updated error messaging to be grammatically correct
• Updated address suggestion superposition
• Fixed issue that left 'Address Line 1' empty if the donor uses a saved address from their browser
• Fixed issue with Ticketed and Registration with Fundraising campaigns that showed the incorrect add-on donations amounts per frequency
• Fixed issue with frequency selector and recurring end date field positions

Data Intelligence & Analytics

Features

• Added "Archived" as a filter option for fundraising page report and CSV file
• Added SETTLEMENT_REFERENCE_ID as Bank Deposit ID for PayPal payout reports

Bug Fixes

• Resolved issue where the "In Between" data filter returned an extra day in results
• Resolved issue in Attendees Report where "Promo Code" appeared to be applied to all attendees of a multi-purchase transaction
• Resolved issue where saved reports were saved based on the user's browser timezone instead of the timezone saved under organization settings
• Resolved issue where changes to fundraising team names failed to update in the Fundraising Page Report

Engagement

Features

• Adjusted default background color for sections in Studio emails
• Studio side panel now returns default view in email builder when canvas in email builder is clicked
• Studio color pickers now update with color applied in setting and theme for emails

Bug Fixes

• Fixed issue where the Studio PDF signature image appeared with a gray background when previewed
• Fixed issue in themes and settings for Studio emails where updated font families did not render in preview and failed to update in campaign emails
• Removed the extra period that appeared in the donation notification and page created notification emails templates
• Resolved issue where email border failed to render when Studio emails were previewed

Organization Management

Features

• Organization Privacy Policy URL is required at set-up
• This will ultimately populate on emails and at checkout to ensure donors are aware of your organization's privacy policies
• Admins are directed to correct Domain Masked URL from Campaign Overview "Go to campaign" button

Fundraising Donor Management

Features

• Removed "Canceled Reason" and date if the donor's Recurring Giving Plan is reactivated 

Embedded Giving

Bug Fixes

• Fixed issue that allowed donors to progress without choosing a donation amount

Classy Platform

Features

• [FRS] Replaced all instances (language and logo) "Twitter" and replaced with "X"
• Added date formatting validation compatible with Screen Readers on custom Date Picker field

Bug Fixes

• Fixed an issue where the Join Team modal was blank for some domain masked organizations
• Fixed an issue where the Ticket/Registration total in Campaign Editor did not match the total in the builder settings
• Fixed an issue where short URLs were not saving
• Fixed an issue where the exit intent was appearing too low on the supporter's screen
• Fixed an issue where supporters were receiving an error when deleting an activity feed comment
• Fixed an issue where errors were occurring when editing lock settings in a template
• Fixed an issue with the "select all" option when copying email addresses in the supporter manager section for team and individual fundraising pages

April 30, 2024

Features 

• [Events | Auction Displays] Updated the Thermometer Display to show anonymous Campaign donations as “Anonymous”
• New! Total Display Customization Option
  • Admins can now add their logo to their 'Total Display'

Bug Fixes

• [Payments] Fixed issue causing transaction to be marked as “Incomplete” if the payment was made with a newly added (second or third) card on file
• [Email Templates] Fixed issue causing duplicate 'Welcome Message' emails to be sent to some attendees
• [Edit Attendee] Fixed issue with the “reassign” flow not merging the new attendee registrations with existing external bidder profiles with the same email
• [Data Sync] Fixed issue with failures occurring when events are deleted and/or unmapped 

April 16, 2024

Organization Management

Self-Service Domain Masking: Generally Available

• Organizations can quickly domain mask their campaign URLs in-product via their 'Settings' in their Classy account.

Billings Page 

An enhanced user interface provides a simplified experience for viewing and managing invoices, transaction fees, and account payments. 

• Donor Covered Fees will be managed in this UI

​​Classy Live

Thermometer and Total Display Customization Options 

Admins are empowered to personalize their Auction Displays.

• [Privacy control] Ability to hide purchase and donation amounts from appearing in the Activity Feed, giving more control over the information displayed
• [Color customization] With access to 2 new color settings, Admins can change both the background color and text colors of the Display to match their event's theme or organization's branding
• [Font customization] Admins now have the flexibility to personalize their Display text with a variety of font styles, enriching the visual appeal of their content
• [Header and footer visibility] Ability to show or hide a header and footer on the page
• [Event check-in] Modal has been updated to show the last 4 digits of the attendee's Payment Method, if one has been added

Bug Fixes

• [Federated SSO | Email Invite] Fixed issue preventing net-new IdP users not to be able Classy Live using the link provided in the welcome email.
• [Auction | Transactions] Fixed issue with invoices continuing to show items that an Admin removed from an attendee's cart
• [Auction | Transactions] Fixed issue with unpaid transactions sometimes showing under the "Paid" pre-set filter
• [Auctions | Transactions] Fixed issue preventing ability to filter correctly on the 'Notes' field/column
• [Items > Update Item] Updated the Internal Notes & Purchase Notes text area so that it defaults to a wider view and text area is a static component
• [Public Auction Page] Fixed the positioning of the "Add To Cart" button when both "buy now" and "custom amount" options are enabled

Campaign Management

Progress Metrics

Motivate supporters and drive more collective impact for any campaign. Encourage goal completion with real-time, responsive metrics you can drag, drop, and edit anywhere.

• Progress Metrics controls available in builder for new Progress Metrics widget
• Campaign admins will be able to add a new block to their Studio campaign that contains a progress bar, number of supporters, and amount raised

Additional Features

• [Studio] Ability for admins to assign short URLs to campaigns
• [Studio] Duplicating a campaign now also duplicates Program Designations assigned to that campaign
• [Studio] Campaign admins can now enter a minimum donation amount on campaigns
• Designations in Impact Tile dropdowns now respect sorting order set in Settings > Program Designations
• Divided the checkout section in Settings > Checkout into three separate sections
• Added legal language to custom questions in Studio advising customers against asking medical information from supporters.
• Campaign contact is now a required field

Bug Fixes

• Fixed an issue where the “Discard changes” button was not appearing for program designations section in impact tiles

Checkout

Several enhancements have been made to Studio and Standard forms for an improved checkout experience.

• [Studio/Standard] Added country specific zip/postal code field validation
• [Studio/Standard] Venmo application on mobile will no longer say "Ship to"
• [Studio] Added support for Amply employer matching
• [Studio] Fields within validation errors now match the actual field name (e.g. if the field is called "Postal Code", then the field validation is "Postal Code" rather than "Zip Code")
• [Studio] Added new phone number component that features country selection, country-specific input masking, and country specific validation
• [Studio] Updated header logo hyperlink to redirect back to the campaign page rather than an organization's homepage
• [Standard] Decoupled address fields from specific payment methods and relocated them to the "Your Information" section to allow for better address collection for digital wallets
• [Standard] Removed billing first/last name from standard donation forms to decrease the number of fields the donor must provide (these fields do not determine transaction success or failure)
• [Standard] Updated the Coinbase integration to comply with their web3 API changes. The cryptocurrency option will show with the other payment methods 

Bug Fixes

• [Studio] Fixed issue where PayPal donation amount total included donor covered fees even though the fees were not covered
• [Studio] Fixed issue where Amount and Frequency were stuck in loading state in summary on mobile
• [Studio] Added placeholder text “Please select” for the fields: custom select custom question dropdown, Pronouns, Gender, Suffix, and Title
• [Studio] Fixed issue where the cancel button wasn’t canceling out the user selected program designation
• [Studio] Failed payment due to the card or bank transfer now redirects the user back to the payment method screen
• [Studio] Fixed issue where the wrong company name was being sent to Double The Donation
• Fixed issue where add-on donation option was not adopting the donation page settings and the donation options were not appearing on the add-on donation screen for Ticketed and Registration w/ Fundraising campaign types
• [Studio] Fixed issues with ‘Birth Date’ field validation
• Fixed the Recaptcha issue causing blank screens, recaptcha checkbox to disappear, or a persistent spinning verification wheel

Data Intelligence & Analytics

Enhanced consistency, reporting, and metrics.

• Added an “Intended Transaction Amount” filter to the advanced filter modal in the Fundraising Page Report
• Unsuccessful ACH transaction will now include a ‘Decline Reason’ in the Transaction History report
• Replaced donor covered fees roll-up metric with a percentage (%) of all fee coverage
• Changed the name of the “Intended Donation Amount” column to “Intended Transaction Amount” to better align with nomenclature of other report columns.

Bug Fixes

• Updated Intended Transaction Amount column to ensure it includes soft credits for registrations
• Fixed issue donor covered fees metric tile returned inaccurate results in the transactions report when filtering by Gross Amount equals 0

Embedded Giving

• The Venmo application on mobile will no longer say "Ship to" since nothing is being shipped

Fund & Donor Management

Bug Fixes

• Fixed issue where the ‘Birth Date’ custom question response was displayed inaccurately on the Attendee Record Page
• Fixed issue where adjusting the ticket type allocation wiped the previous question responses in Record Pages > Custom Questions
• Administration table now displays last login date

Engagement

Several enhancements and improvements have been made to Studio to continue improving the organization and supporter experiences.

• Added confirmation modal that appears after admins save changes in Settings and Theme for Studio emails
• Added “Fees covered” line to Studio PDF receipts with donor covered fees
• Minor UX updates to better align Email Studio experience with Campaign Management
• Transaction details for email receipts will now display in a single column to make content easier to scan for supporters
• Image border control was removed from the image element in Email Studio

Bug Fixes

• Fixed issue where clicking the 'Yes, apply to all emails' option in Settings and Themes for Studio emails failed to update previously customized email templates
• Fixed issue where images uploaded in Email studio failed to save for IDP admins
• Fixed issue where logo URL and alt text saved in Studio Settings and Themes for emails failed to update previously customized email templates
• Fixed issue where incorrect default text color was applied to organization email address in Studio email footers when previewed
• Fixed issue where the Studio PDF receipt included an extra blank page

Classy Platform

Bug Fixes

• Fixed issue where custom questions weren't being saved on campaigns
• Fixed issue where Registration with Fundraising and Ticketed Event campaigns could not be created
• Fixed issue where the 'Join a team' modal displayed blank in a domain masked org
• [FRS] Fixed issue where the 'Clear Default' button was not present in the dynamic amount section
• Fixed issue where the short URL wasn't populated after a campaign was created (Safari)
• Fixed issue where the profile image was not displayed correctly on the fundraising page and fundraising team page when page was refreshed after a comment was made
• Fixed issue where progress bar displayed on donation page after selecting fundraiser, despite progress bars being set to not show
• Fixed issue where the leaderboard position “Most Activity” was blank
• Fixed issue where the promo code box was hidden on tablets
• Fixed issue where ‘open in new tab’ hyperlink option was not working on Fundraiser page or Team page
• Fixed issue where adding /start-fundraising to the end of a campaign URL would break the “View All” buttons on landing page
• Fixed issue where the line spacing for ‘About’ content block was smaller than the text content block
• Fixed issue in FRS where the avatar would display instead of the default fundraising page image when donating directly to fundraising page
• Fixed issue where admins could not change the color on a child campaign
• Fixed issue where the incorrect team name was displayed when the team page was shared on LinkedIn
• On Ticketed and RwF events, we fixed an issue where the VoiceOver would begin to re-dictate current page due to the page refreshing after hitting ‘Next’
• Fixed issue where the theme header logo was applied to the footer as well for Ticketed and RwF events
• On Ticketed and RwF campaigns, we fixed an issue where admins were able to enter non-numerical values in the price field
• Fixed issue where the Campaign Contact email address had extra space before the period on the Thank You page
• Fixed issue where the “Register” button would lose padding in the cart checkout on smart phone devices   

March 19, 2024

Classy Live

Duplicate Event: Admins can duplicate events they manage from the Events Dashboard by hovering over the event > “Actions” dropdown > and selecting the “Duplicate” option

• Once selected, Admins can modify fundamental details like name, timezone, start and end time, with flexibility on what they wish to keep.
• Please note, data unique to the event does not duplicate (Transactions, Attendees, Speakers)

Bulk Import Auction Items: Using an Excel or CSV, Admins can bulk import up to 100 items at a time (i.e. per upload) into their Classy Live event

• Upon uploading, the bulk import modal will map, verify and provide any potential corrections through validating the item fields prior to finish
• A template is available for download - a preferred best practice approach

Federated SSO for Classy Live: organizations using Classy’s federated SSO solution can now use their same login to access their Classy Live account.

Bug Fixes

• [Public Auction Page] Removed ‘Buy it Now’ Badge from Fixed Price Items
• [Public Auction Page] Fixed issue with the “Watch” button not saving the item under the Attendees pre-set “watch” filter
• [Text-to-Donate] Fixed issue with the “keyword” not always saving correctly
• [Recordings] Fixed issues with users not being able to play or download livestream recordings or view transcriptions
• [Dynamic Displays] Updated displays to only show successful Item and T2D Transactions

Checkout

• Anchored the footer on desktop in Studio checkout so that Terms, Privacy, and Tax exemption notice are always in view to the user
• Moved the payment method screen to the first step in order to learn the donor’s card type
• Decoupled donor address from payment method specific screens and moved it to the "Your Information" screen
• Updated the logic of when Donor Cover Fee appears on the “Summary” in Studio checkout
• Deprecated the Simple Billing Address feature on Standard Donation Pages
• Redesigned address fields and added 'Google Place Autocomplete' to Address Line 1 on Standard Donation Pages
• Donor information obtained from digital wallets are now passed to the relevant fields in Studio Checkout

Bug Fixes:

• Fixed issue where add-on donation transaction was incorrectly being declined on registration with fundraising campaigns
• Fixed issue where Plaid was unexpectedly being shown instead of routing/accounting number method on peer-to-peer campaigns 

Integrations

Zapier 

• Admins can now see real transaction, campaign, and supporter data from their organization in the Zap editor.

Public API Documentation

• Developers reading the documentation can now see “engagement=true” is a required filter in order to show the following fields when querying the /campaigns/{id}/overview endpoint:
  • Unique_active_attendees
  • Unique_captain_and_fundraisers
  • Unique_captains
  • Unique_fundraisers
  • unique_supporters

Bug Fixes: 

• Fixed an error in the Authorizations section of the API documentation showing “oauth” instead of “oauth2” in the endpoint

Checkout

• Added Address Autocomplete to dedication address fields on both Studio and standard donation pages
• [Studio] Campaign fonts now apply to checkout
• [Studio] Removed campaign theme colors from some elements, such as address line 2 button and the “cancel” and “save” button on donation option pop-ups

Bug Fixes:

• [Studio] Fixed issue where selected address from Address Autocomplete dropdown wasn’t filling Address Line 1 as expected
• [Studio] Fixed issue where Address Autocomplete dropdown seldom didn’t appear and truncated overflowing address inputs with ellipsis
• [Studio] Fixed issue where the incorrect program designation appeared on the transaction record within Classy Manager
• [Studio] Fixed issue with Address Autocomplete not filling  state/country fields
• [Studio] Fixed accessibility issue of missing alt text on the credit card images on the Payment Methods screen
• [Studio] Fixed accessibility issue of error messages not being detected by screen readers
• [Studio] Fixed accessibility issue of missing alt text of campaign logo
• [Studio] Fixed accessibility issue of view summary being skipped with tabbing through page

Engagement

• Made placeholder content for Studio emails more consistent and generic
• Improved line-height for heading and paragraph elements for Studio emails
• Improved merge tag formatting so admins can see the styles that will applied to the dynamic content

Bug Fixes:

• Fixed internal padding of frequency indicator in Giving Cart receipt
• Fixed alignment issue for receipt table in Giving Cart receipt
• Fixed issue where adding an offline donation to a Studio campaign in Classy Manager would trigger an email receipt 

Campaign Pages

• Pass-through parameters that affect the Donation Form are now implemented on Campaign Studio

Campaign Management

• Users will now be able to set the text color of the Transaction Details and FAQ blocks in Studio

Org Management

• Hide deleted registrations from appearing in search via Attendee Record
• As part of updated KYC policies for PayPal, SSN9 is now required to activate PayPal

Bug Fixes

• Buttons in modals are no longer being truncated
• Addressed error messages that appeared while setting up or configuring payment processors within the Payment Portal

Supporter Center

Bug Fixes:

• Recurring plans management view now respects Studio campaign frequency settings like the somewhat recent feature addition for FRS campaigns

Data Intelligence & Analytics

Bug Fixes

• Fixed issue with payout report email delivery
• Fixed issue with search functionality in team member report
• Fixed issue where sorting the team members report by “Supporter Name” would break the report table
• Fixed issue where Stripe payout reports would omit transactional data if there was a “Fee Refund” and a “Payment Refund” row
• Fixed issue in transactions report where custom questions would not appear if admin unchecked the “Group by campaign” filter
• Fixed issue where all active and inactive custom questions fail to appear if admin follows previously applied a quick filter for campaign

February 27, 2024

Campaigns

Classy Studio

• Customers can now place a video block element into any location other elements/blocks can be placed (limited to YouTube and Vimeo)

• Customers can see what their page looks like in wider screen views if they are editing their campaign on a widescreen monitor (canvas expands to 1800px)

• Impact Tile copy was updated

• Added validation to prevent customers from saving checkout section if eCards are on, but no eCard image has been uploaded

• Changed Company Credit Card language in builder to reflect the settings

• Changed default language for organization tax deductibility

Bug Fixes

• Fixed an issue where the layout selection zone was cramped on smaller screens

• Fixed an issue where the “Show designations” option was unchecked after saving impact tiles

• Fixed an issue where custom question sorting was not sorting questions beginning with numbers correctly

• Fixed an issue where the preview button was not working in some scenarios

Checkout

• On desktop, we anchored the footer in Studio checkout so that the "Terms, Privacy, and Tax Exemption" notice are always in view to the user

• Moved the payment method screen to the first step in order to learn the donor’s card type (Visa, Discover, Amex, etc) for more accurate Donor Cover Fee calculation

• Decoupled donor address from payment method specific screens and moved it to the "Your Information" screen to increase clarity on purpose of the fields and to ensure addresses are not skipped if the donor chooses a digital wallet

• Updated logic of when Donor Cover Fee appears on the “Summary” in Studio checkout

• Deprecated the Simple Billing Address feature on Standard Donation Pages

• Redesigned address fields and added Google Place Autocomplete to 'Address Line 1' on Standard Donation Pages

• Donor information obtained from digital wallets are now passed to the relevant fields in Studio Checkout in order to prevent the donor from having to enter their information

Bug Fixes:

• Fixed issue where add-on donation transaction was incorrectly being declined on Registration With Fundraising campaigns

• Fixed issue where Plaid was unexpectedly being shown instead of routing/accounting number method on Peer-to-Peer campaigns

Data Intelligence & Analytics

• Created date selector for “Exact Dates” functionality 

• Created date selector for “Relative Dates” functionality 

• Added ConfirmationID to Payout Reports

Bug Fixes: 

• Fixed issue in reports to display PayPal as Payment Type when Payment Gateway is BrainTree and last four is "null"

• Fixed extra space issue between header section and details card section

• Fixed issue where [EMPTY] would display as address 2 for RGP records that do not have an address 2

• Fixed issue where the “Birth Date” custom question would display “Invalid Date Time" in the Attendees Report

Classy Live

• Auction Displays: New breakdown of setting totals to split Campaign tickets from Campaign donations. Admins can now create displays to include just campaign donations.

Bug Fixes:

• Email Templates:  Fixed an issue with merge tags not being applied correctly in the ‘Send Auction Link’ email and SMS type

• Auction Items: Fixed a minor issue with the character limit not being applied to auction items' names during editing. Now an exposed character limit of 255 is applied to creating/edit auction items name field

Engagement

• Customers can place an image block element into any location other elements/blocks can be placed

• Added front end validation to email subject, from name, and reply-to email address

• Created new admin notification that is sent to Admins when domain masking settings are changed 

• Studio emails can now be accessed and edited by Admins who use federated SSO

Bug Fixes:

• Fixed an issue where the donation amount merge tag did not populate for Giving Cart receipts

• Fixed an issue where the settings and theme page for Studio emails would not vertically scroll under certain conditions

• Fixed an issue where the reply-to email address did not pre-populate on the settings and theme page for Studio emails

• Fixed an issue where hyperlinks could not be saved for the logo image on the settings and theme page for Studio emails

• Removed the “Send test” button from the PDF page for Studio emails

• Fixed issue where organization address would not display in the footer of the email builder

Campaign Pages

• Studio pages now have Transcend.io privacy management

• Admins using federated SSO can now 'Preview' pages in Studio builder

• Error messages on the donation form will now auto read out by screen readers

• “Copied!” text in the Social Links block will now auto read out by screen readers

• Transaction Details, FAQ, and Donation Form will now maintain their card-style when viewing on mobile rather than stretching the width of the screen.

Bug Fixes:

• Fixed issue with recurring end date not displaying on Impact blocks when only one recurring option is enabled

• FAQ answers will no longer be read out by the screen reader when the answer is hidden

Integration API

• Improved the public API documentation by updating the fields and field formats currently available for the /campaigns/id, /campaigns/id/overview, and /campaigns/id/fundraising-teams endpoints

Bug Fixes:

• Added a definition for paginated links to the public API documentation, so endpoints with pagination show sample links in the example response

Org Management - Notice

Trusted payment partners want to improve customer services and align with industry best practices. With changes  in payment ecosystems, there are updates to how we collect, validate, and verify business information for organizations that use card payments for transactions, which may require updated information like: 

• SSN9 from SSN4

• Business website URL

• Business email

There will be a Stripe Action Banner for customers that need to provide updated information.

February 7, 2024

Campaigns

Classy Studio is Generally Available!

Classy Studio's re-imagined and new platform approach empowers organizations to quickly create unique, personalized web experiences using clicks, not code. With three layers of design flexibility, Studio makes creating beautiful, fully-branded and high-performing pages easy. Features include:

• Intuitive, flexible builder with prebuilt layouts and configurable content, image, video, and other page elements
• Mobile-first design and live editing in mobile views
• Prebuilt layouts and campaign theming
• New optimized, responsive Impact Tile widgets
• Built-in SEO and accessibility best practices
• Lightning-fast pages
• Enhanced social sharing and email experiences
• Streamlined e-commerce checkout experience

and more!

Classy Manager

Record Pages are Generally Available!

The new and improved Classy Manager experience provides organizational admins the ability to quickly view, manage, and edit attendee and fundraiser records via the Attendee, Fundraising Page, and Fundraising Team workflows. Features include:

• Ability to change attendee registration type (+ commitments)
• Archive/delete attendees
• Attending status
• View & download donations
• Update story + image
• View and manage team members
• No duplication of Commitment records
• Update Commitment status if goal is achieved

Bug Fixes:

• Removed KYC banner in Payment Portal

Supporter Hub

• Supporters can resent themselves Annual Summaries
• 'Donation History' page is replaced with 'Contribution History', using a new layout to support purchasing multiple items in a single order
• New detailed view for contributions providing more information for all contributions

Checkout

• Made "Cover transaction fees" on the summary side of Studio the same font and font-size as other line items
• Pass-through parameter "designation=*designationID*" now is recognized if passed by the campaign page
• Created footer and relocated 'Terms & Conditions' and tax-exempt disclosure to footer
• Relocated stepper breadcrumbs to create more space around checkout functions and aligned page headers
• Updated tooltip text for "Hide my name from the public" to be framed from the organization as opposed to Classy
• Changed the screen title "Donor Information" to "Your Information"
• Disassociated "Is this a company credit card?" from the credit card and ACH payment method screens in Studio and relocated it to the "Your Information" screen
• Renamed the option on checkout only (not in reporting or integrations) to "Donate as an organization"
• Added support for postal notifications in Studio
• Added Braintree support for Studio
• Added Authorize.net support for Studio
• Automatically remove any trailing spaces on address and custom fields

Bug Fixes:

• Fixed issue where billing state was full state and not the expected 2-digit code
• Fixed issue where checkout wasn't respecting "Don't show group name" option in campaign builder
• Fixed issue where paragraphs weren't being separated in event waiver custom question pop-ups in Studio

Data Intelligence and Analytics

• Improvements made to Stripe and PayPal resiliency
• New 'All Filters' button and modal created to improve admin experience where more than one filter is applied at once
• UI improvements made to data selector dropdown

Bug Fixes:

• Fixed issue where "Clear all" button could not be clicked after applying filters
• Fixed alignment issue where deleting certain dropdown options results in the misalignment of remaining options in “My Reports”
• Fixed issue where the “Status” chip in the 'Transaction History' report would fail to reflect updated statuses correctly
• Fixed issue so soft-deleted supporters are filtered out of Transaction Report

Reporting

• Added 'Team Captain Address' to report filters

Bug Fixes:

• Resolved issues with advanced filter interactions

Embedded Giving

• Updated tooltip text for "Hide my name from the public" to be framed from the organization as opposed to Classy

Bug Fixes:

• Fixed issue where Google Pay wouldn't appear on pop-up campaigns when pass-through parameters were present in URL
• Fixed issue where pop-up campaigns appeared blank when source codes or parameters were present in the URL
• Fixed issue where source codes were not being tracked if present in the URL for pop-up campaigns
• Fixed issue where HTML markup was appearing in multi-line custom questions answers

Integration API

• Added more available fields and field formats for the registrations/id/answers, campaign/id/questions, quesiton/id/answer, and /supporters endpoints

Identity and Access Management

Bug Fixes:

• Supporters with valid Classy sessions will no longer see an error when clicking a Magic Link
• Resolved an issue where supporters managing their recurring plan or joining a fundraising team experienced a broken page after claiming their accounts

January 16, 2024

Identity and Access Management

• Supporters can now log into Classy using a one-time magic link sent to the supporter via email
• Org admins and fundraising admins can now trigger a password reset email for a supporter, via a button in the supporter record in Classy Manager

Classy Live

• Event Page: added an option to allow admins to rearrange the order of various sections on the Event Page
  • Added Data IDs to the toggles to enable AppCue guides
• Auction: added Bidder Number field as a new column on the Transactions page
• Attendees: updated search bar to include ability to search by Bidder Number

Bug Fixes:

• Fixed an issue that was causing the Org Team “Invite Email” to not always be sent, though the Admin sending would see a “success” message
• Fixed issue with Text-to-Donate that was resulting in custom amounts with decimals to not highlight
• Fixed issue where “Check-In” sorting was not sorting
• Updated the “Display Name” field in both the thermometer and total displays to limit the number of characters to 255 total

Engagement

• Resolved an issue where ‘Amount Raised’ milestone emails failed to send as expected

Data Intelligence and Analytics

• Display intended amount on Team Fundraising Page “Member Tab”
• Added ‘Last Transaction Decline Reason’ as a column and filter
• Added fundraiser zip code to transaction history report

Bug Fixes:

• Resolved UI alignment issues in reporting experience 

Checkout

Bug Fixes:

• Fixed edge case issue that allowed users to load two digital wallet windows at the same time if clicked in rapid succession
• Fixed issue where the PayPal window was seldom showing incorrect amounts if the campaign had Classy Mode pre-selected
• Fixed issue where HTML “ “ and “<br>” were appearing in single-line custom question answers
• Fixed issue with coded text seldom appearing on the ‘Other’ field on donation pages

Embedded Giving

Bug Fixes:

• Fixed issue of ignored pass-through parameters if used in hyperlinks for pop-up campaigns
• Fixed issue where hitting enter/return on certain screens moved the user backward instead of forward
• Fixed edge case issue that allowed users to load two digital wallet windows at the same time if clicked in rapid succession
• Fixed issue where the wrong amount would be displayed on the ‘Thank You’ screen on foreign currency transactions
• Fixed issue with PayPal showing incorrect total amount for one-time donations with fees covered
• Fixed issue with recurring donation amounts on Ticketed/RwF campaigns not honoring campaign amount settings

Integrations

• Added the ability to search for supporters by ID through Zapier when syncing supporter data back to Classy

Bug Fixes:

• [API] resolved long response times and timeouts on the /dedication endpoint

Bulk Import

• Added support for bulk Program Designations updates and bulk Fundraising Pages upload via API runner

January 11, 2024

Annual Summary Reports

• 2023 Annual Summary Reports (ASRs) are available, giving donors a view of their 2023 donations and the information needed for tax filing.
• Organizations can send donor-centric ASRs for ALL gifts made in 2023, including one-time and recurring.