Release notes 2023

In 2023, Classy delivered 90+ product releases to help organizations in the new era of fundraising. Take a look at our highlights of the year below.

Embedded Giving

• Double the Donation Support: Our EDFs now support employer matching options to drive more revenue and form flexibility
• A/B Test Optimizations: We applied A/B test optimizations to our EDFs to drive conversion and enhance the user experience across an org’s website.
• Direct Form Link: It's easy for organizations to link anything on their website – buttons, images, and hyperlinks – directly to a pop-up donation form for a seamless checkout experience.

Classy Live

• Max bid: attendees can set a maximum bid for a silent auction item and a start bid and let Classy Live handle the outbidding automatically.
• Reserve Price: admins can protect their costs by setting a reserve price that a silent auction must reach for the item to be won.
• Credit Card Readers: admins may purchase and use a Stripe BBPOS WisePOS E card reader device to add a card on file for attendees during in-person events.
• Classy Core Login: Classy Live users can use their Classy username and password to log into Classy Live.
• Edit Attendee Record: With a bi-directional sync between Classy + Classy Live, users can edit attendee information in Classy Live, and the attendee record will update in Classy (or vice versa).
• Group Reg Open Beta: Streamline the registration and management of tickets for sponsors and groups with a dedicated landing page that allows them to assign and edit guest information.
• Bulk Close Open Balances Open Beta: Give event organizers and attendees a fast and efficient way to bulk close out all open balances in a Bidder’s cart.

Campaigns

• Campaign Studio Open Beta: Campaign Studio’s re-imagined and new platform approach empowers organizations to quickly create unique, personalized web experiences with layouts, content, images, video, and other elements through drag-and-drop functionality, requiring no code.
• Donation Page A/B Test Optimizations: We rolled out an updated donation grid design across all donation pages based on A/B test results that showed a 16.8% increase in donation volume to drive higher conversion and more revenue to your mission this giving season.

Integrations

• Zapier: Integrating with Zapier enables organizations to connect Classy with 3rd party solutions, unblocking connection to apps and tools organizations already use and love.
• Classy for Salesforce - Bidirectional Sync: Any changes made to the supported fields on a Contact with a linked Classy Supporter record will automatically sync back to Classy.
• Microsoft Dynamics Beta: Our native integration lets customers directly sync Classy data to Microsoft Dynamics F&E to centralize data and empower personalized supporter interactions.
• C4SF x Classy Live: Classy Live customers using Classy for Salesforce have the ability to prevent attendee to contact creation for ticketed events. When enabled before registration begins, this ensures a ticket purchaser can register multiple attendees with the same information without creating attendee Contacts

Supporter Center

• New Supporter Center: The next-generation Supporter Center provides organizations and supporters an all-new experience that better connects supporters with an organization’s mission, while improving the end-to-end donor experience with more self-service tools, including customized welcome messages and the option to manage recurring plans.
• Unified Annual Summary Reports: 2023 was the first year to include ASRs for recurring and one-time donations, and be WCAG compliant.

Reporting + Admin

• Donor Covered Fees: Donor Covered Fees help nonprofits offset the cost of fundraising and ensure more of each donation goes towards their mission.
• Filtering Refresh: We redesigned the Classy Manager reporting interface and added new functionality to unlock data and save teams time. Organizations see more flexibility when searching, filtering, customizing columns, sorting by date ranges, consolidating payout information, and more.
• Admin Campaign Overview: Campaign overview has a new look with quicker access to links.

Identity and Access Management

• Federated Single Sign-On: Classy’s federated SSO makes it easier to manage admin accounts by allowing them to sign in to Classy and manage their passwords through their existing identity provider.
• Transcend Privacy Tool: On August 2, 2023, we upgraded our data privacy and consent management tool to continue building and maintaining donor trust by following their wishes regarding use of obtained data.

Engagement

• Recurring Donation Plan Card Expiring: We added a proactive email to recurring donors with expiring credit cards to nudge them to update their payment method in their Supporter Center before it expires.

December 18, 2023

Classy Live

• Seating: Added the ability to sort the Attendees list using any fields currently visible on the side panel page.
• Email: Added the ability to add merge tags to Lifecycle Templates
• Minor UI update to Attendees page removes the hyphen from the "Payment" column to allow Admins to easily filter for attendees where this field is empty

Bug Fixes:

• Fixed issue causing the "Add Payment" process via Invoice to fail if the connected Campaign requires a billing address but the Event does not
• Fixed issue that was preventing the ability to attach a link to text
• Fixed issue causing the side panel pagination number to not update correctly when a search is applied
• Fixed issue with deleted events continuing to show in the 'Integrations' tab modal and on the homepage

December 12, 2023

Embedded Giving

• Added new logic to theming by hiding irrelevant fields
• Removed "Donation Appeal" from campaign builder
• Added tooltip to "Cover Transaction Fees" on the payment screen

Bug Fixes:

• Fixed issue with unexpected horizontal scroll bar on select screens
• Fixed campaign creation and management logic that allowed users to add a campaign image and headline
• Fixed issue with custom questions being out of order from the campaign builder
• Fixed issue with demographic questions being out of order from the campaign builder
• Fixed issue where pass-through parameters and source codes were being ignored in the URL string
• Fixed issue of seldom vertical scroll bars on inline campaigns
• Fixed issue of slow loading "Continue" button on screen one
• Fixed issue that prevented users from removing campaign logo from the campaign builder
• Fixed issue that prevented donors from making consecutive donations

Checkout

Bug Fixes

• Fixed issue with PayPal payment window not showing the correct donation amount
• Fixed issue with Apple Pay payment window not showing the correct donation amount on foreign currency transactions
• Fixed issue with company_name intermittently using the value " " instead of NULL when "Donate with a company credit card" setting is OFF
• Fixed issue where digital wallet payment options were not being displayed with URL parameters or source codes were present, only on single frequency campaigns
• Fixed issue when "other" field incorrectly gave a validation error
• Fixed issue where program designations were not lazy loading on campaigns with 100+ designations

December 4, 2023

Classy Live

• Seating: added the ability to filter the Attendees list using any of the fields that are currently visible in the side panel page.
• Added the Bidder Number field to the "Edit Attendee Details" modal (for registered attendees) so that Admins can view and update as needed.

Bug Fixes:

• On the External Bidder sign-up modal, we fixed the redirect link that takes the user to the Campaign page to register for the event.

November 20, 2023

Classy Live

• [Auctions]: Added a new setting that allows Admins to disable (i.e. not show or require) the "Biling Address" field when adding an Attendee's card on file. When disabled, the Billing Address fields do not display on any of the 'Add a Payment Method' modals or on the Text-to-Donate form.
• [Email/SMS]: Added a new "Link to Cart" merge tag that will authenticate the Attendee via magic link and direct them to their cart.
• [Seating]: Expanded the Attendees "Search" bar to allow searches across all fields in the seating cards.

Bug Fixes:

• Fixed issue with Magic Links intermittently failing at login.
• Expanded the "Closes At" field to always show the full date/time.
• Fixed issue with not being able to insert a merge tag inline when editing.
• Fixed the "Manage your Sponsors" link to open when clicked.
• Fixed issue with pre-filtered sorting numbers not always appearing correctly.

November 14, 2023

Checkout

Bug Fixes:

• Fixed issue where the "Other" field was inadvertently being hidden
• Fixed sorting issue where HTML special characters were not being handled correctly on transaction records

Embedded Giving

• Popup and inline embed campaigns now display an embed campaign preview during creation and editing
• Implemented A/B test optimization resulting in increase of users progressing from Step 1 to Step 2
• Crypto options are now hidden (not applicable to EG campaigns) 

Bug Fixes:

• Fixed issue where FAQ bar wasn’t in the same window as modal/inline embed
• Fixed issue where comments preview was showing HTML on activity feed and transaction history
• Fixed issue where invalid program designation search results went into a loading state rather than stating that “no results were found”
• Fixed issue with program designations sometimes showing inconsistent search results
• Fixed issue where intermittent space between FAQ bar and rest of popup/inline was showing
• Fixed issue of double scroll bars on some inline campaign screens

Identity and Access Management

• Now, when a new supporter donates to an organization that uses federated SSO, the supporter receives a “claim account” email

Reporting

• ​​​​​Added Team Captain address to the report filters

Bug Fixes:

• Resolved issues with advanced filter interactions
• Fixed an issue with payment intent transactions syncing with payout reports
• Fixed issue where custom questions failed to return when searching across all campaigns

Engagement

• Audience counts for marketing email segments have been removed to improve system performance

November 6, 2023

Classy Live

• [Auctions]: Updated the page to sort by Order # by default
• [Auctions]: Added the Attendee Notes as a column on the page
• Updated the Event Check-In Modal > "Add Payment Method" field to show the words "Update Payment Method" when the attendee already has a card on file, and changed the "Payment Method Added" subtext color to green.

Bug Fixes"

• Fixed issue with the "Bulk Edit Auction Items" modal showing an error upon saving when attempting to update an Auction Item's number with a number that is already assigned.
• Fixed issue with the "Manage Event" button causing Admins to hit errors when attempting to go from their Campaign Overview 'Manage Classy Live' into the Event integrated.
• Fixed issue with events that were initially mapped, unmapped, and then remapped not pulling over all the Custom Question answers.
• Fixed the "Edit Sponsor" modal to always show the "update" button.
• Fixed issue causing the totals to appear incorrectly on the Auction > Transactions page when "Sort by" is applied.
• Fixed issue with the "Publish Event Button" container breaking when an Event Name is too long.
• Fixed issue causing Silent Auction items to show incorrect when the next bid is a certain amount.

October 25, 2023

Integrations

Zapier: Generally Available!
The Classy x Zapier integration provides an easy way for organizations to connect Classy data with the apps they’ve built business processes to automate workflows, transport data, and create a seamless supporter experience. Visit our Zapier support article to learn more. 

Supporter Center

Supporter Center: Generally Available! 

The next-generation Supporter Center provides nonprofits and supporters an all-new experience that better connects supporters with an org’s mission while improving the end-to-end donor experience with more self-service tools:

• Align the supporter experience with your brand colors, logo, and photos with more customization flexibility
• Personalize the donor experience with a custom welcome message and option to hide giving metrics
• Empower supporters with self-service options for managing recurring plans and updating contact info 

New Classy Account Experience

• Classy has implemented user feedback to simplify the Classy Account experience. Recent updates optimize the  supporter and administrator experiences, making it easier to find the right Nonprofit experience.

Engagement

Bug Fixes: 

• Fixed issue where supporter replies to emails from Classy failed to deliver to the “reply-to” email address defined in the email template due to the email provider’s DMARC settings
• Fixed style issue with hamburger menu of active chat window

Checkout

• Implemented A/B test driven optimizations

Bug Fixes

• Fixed issue where program designation dropdown displayed only the last search and not the full list of designations
• Fixed sorting issue with campaigns with 2 or more designation groups
• Fixed design issue with overlapping donation grid components
• Fixed issue of mismatched Classy Mode fees in digital wallet modals
• Fixed issue that hid digital wallet options until the user chose a donation amount
• Fixed issue where an incorrect amount was displaying on the “Thank You” page after buying a ticket

Embedded Giving

• Fixed issue with sending blank company names to Double the Donation rather than plain text
• Fixed the unnecessary horizontal scroll on smaller screens

Reporting

Filtering Refresh: reports had had their filtering functions redesigned for improvements to functionality, accessibility, and user experience.

• Search has been moved and expanded for quicker access
• Column functionality has been expanded with the options to:
  • Add all fields for a subtype of column
  • Support column reordering while selecting columns to add to reports
  • Custom Questions have been relocated into the “Columns” button:
    • By default, only active questions are selected and grouped by Campaign Name
    • Selecting a Campaign in the top-level filter before entering the Column selection button will now respect the selection and pre-filter the Custom Questions for only that campaign
    • Searching by Custom Question Name has relocated to the top of Custom Question selection tab
    • To see all Custom Questions across all campaigns, you can deselect the default “Group by Campaign”
    • Removed redundant campaign selection filter within the Custom Question functionality
  • The “Filters” button is now labeled ‘Advanced’
• Table row count has been changed to a default of 10, allowing for usage of the entire reporting filter and table experience in more screen resolutions, including visibility and access to the table header and footer with pagination without the need to scroll.

Bug Fixes

• Fixed issue where progress bars on Fundraising Team Pages were not automatically updating when new members were added
• Fixed issue where progress bars on Fundraising Team Pages displayed inaccurate total by multiple registrations added together, instead of total of each individual registration

Identity and Access Management

Bug Fixes

• Fixed an issue which prevented new supporters from joining P2P teams or creating fundraising pages after creating a new account 

October 3, 2023

Supporter Hub

• Program Designations have been added to the donation tables as well as recurring plan details view

Supporter Center Beta

• Supporters now have the ability to retry their missing recurring donations

Checkout

• Updated employer matching donor-facing description to be better explain what matching is, to increase donations with employer matching, and to unify the description between all donation experiences

Bug Fixes

• Fixed issue that seldom prevented PayPal modal from opening if frequency was recurring

• Fixed issue that made it not possible to use the pass-through parameter “designation=” with campaigns over 100 active designations

• Fixed issue where safelisted wildcard domains broke the safelist domain list

October 2, 2023

Classy Live

Group Registration Management Beta:

• Added an invalid/missing email tooltip to “Assigned Tickets” on the Manage page

• Added bulk “Send Ticket” option on Group Manage page, allowing Admins to select multiple when sending tickets

Bug Fixes

• Fixed issue that was causing the “Merge Tag” button to not display consistently on certain events

• Updated the generic invalid email tool tip to explicitly state when there is no email provided versus just an invalid format

• Fixed UI issue where “Agenda Speaker” > “Edit Speaker” modal “Update” button would not be accessible if the Attendee names were long

September 14, 2023

Embedded Giving

• Updated Popup Embed install instructions to include URL parameter support. URL Parameter selector support allows customers to change the destination URL of their button, image, hyperlink, etc. to trigger the pop-up.

Bug Fixes

• Fixed issue that prevented users from specifying “other” field amount if screen reader was active

• Fixed issue where comments were showing HTML on activity feed and transaction history

• [Hotfix] Fixed issue where company name was not being sent to Double The Donation

Checkout

Bug Fixes

• Fixed issue where screen readers were not announcing inline form fields

• Fixed issue where single line custom questions were surfacing the incorrect error message if left blank

• Fixed issue where single line custom question answers were displaying outside of the box

• Fixed issue where single line custom question answers contained HTML elements within Salesforce payload

• Fixed issue that prevented users from completing the transaction if the pass-through parameter “amount=” was used in combination with a checkout that had only 1 donation amount enabled

• Fixed issue where pass-through parameter "currency=" was producing an error if currency was not USD

• Fixed issue where “UM” was incorrectly being auto-filled as the state

Payments

Bug Fixes

• Fixed issue in Staging for Studio Checkout where ‘Thank You’ page was shown, but the transaction was not completed

• Added support for ACH for /chargeIntent endpoint

September 5, 2023

Classy Live

Event Page

• Limited attendee visibility on unpublished events. If an event is unpublished, and a non-admin is viewing, the event page will only show the event name, date, and add to calendar option. Non-admins will not be able to login to the event or navigate to the Public Auction page

• Admins have the ability to “hide” the Classy Live event start and end date from showing on the Event Page

Group Registration Management BETA

• Removed the hyperlinks to the Event pages from the “Manage” page

• [Bug fix] Fixed issue causing the "Invite to manage page" not to send the manage email to recipients

• [Bug Fix] Fixed issue causing a 500 error if all tickets for Group are unassigned

Bidder Numbers

• [Bug Fix] Fixed issue that was periodically preventing all bidder numbers from showing when clicking the Print bidders numbers button

August 25, 2023

Identity and Access Management

• Single sign-on (SSO): Admins can now login to Classy through their existing Identity Provider to make it easier to manage Admins' accounts.

August 22, 2023

Checkout

• Added character counter to single line custom questions
• Bug fix: Fixed accessibility tab and arrow key issues with the "other" field
• Bug fix: Fixed issue preventing all supported currencies from showing in the dropdown list
• Bug fix: Fixed the inconsistent "currency" and "amount" pass through parameter behavior
• Bug fix: Fixed issue where Donor Covered Fees would not recalculate if donor switched payment methods

Bulk Import

• Improved customerID validation for PayPal recurring donor migrations

Identity Access Management

• Fixed an issue where the company matching search bar overlapped with the sign-in modal on the 'Thank You' page after donating

Payments

• Fix for APIv2 incorrectly reading Zuora subscription

August 2, 2023

Transcend Update:

Classy upgraded to a new data privacy and consent management tool, Transcend. This update does not require any additional action. Classy's implementation of Transcend should not impact any existing cookie/tracking consent management solution nonprofits may utilize.

View our support article to learn more.

Embedded Giving

• Updated 'Other' field to show keypad instead of full keyboard and automatically remove letters
• Bug fix: Resolved issue with Firefox EventListener
• Bug Fix: Resolved issue where screen reader could not detect amount option
• Bug Fix: Fixed program designation URL parameters

Identity Access Management

• Updated wording from "Log In" to "Sign In" across login application to make it consistent with the rest of the Classy experience
• Updated the footer to implement Transcend on login pages

Checkout

Bug Fixes

• Fixed issue where donation amount reverted to $0
• Fixed console errors when filling email and other fields
• Fixed American Express donor covered fee calculation
• Fixed "100% off" promo code error
• Fixed issue where some countries were missing in dropdown list
• Fixed error that prevented member profiles that have NULL first or last names from donating
• Fixed issue of PayPal and Venmo appearing inconsistently 

Bulk Import

Bug Fixes

• Improved data validation process for handling currency characters in the Recurring Donor Migration tool
• Fixed an issue that temporarily caused Virtual Terminal to not display campaign data in the dropdown menu

July 12, 2023

Reporting

• Payout Reports: PayPal Payouts now include chargeback and dispute rows
• Bug fix: Sorting name fields is now case insensitive and sorts names correctly

Checkout

• Designation Group Names now appear in the arranged order if there are > 100 PDs
• Removed the ‘Donate With’ prefix for Apple and Google Pay
• There is now a focus to page anchor on payment information when Credit Card or ACH is clicked
• The character limit for single line custom questions on RwF, P2P, and ticketed events question responses is now surfaced
• Bug fix: Resolved an issue causing inability to checkout using Promo Code on RwF campaign for free transactions
• Bug fix: Resolved an issue where skipping an add-on donation on Events Campaigns generated an error

Embedded Giving

• Improved safelist URL process
• Combined the Credit Card and Bank Details step with the Donor Billing Address step
• Removed the ‘Donate With’ prefix for Apple and Google Pay
• Removed "copy code" button for embed code
• Included Donor Covered Fees appeal message on Embedded Giving
• Bug fix: Resolved an issue causing inability to search full designation list
• Bug fix: Resolved an issue causing the contact opt-in checkbox to display without text on Embedded Giving campaigns

July 10, 2023

Classy Live

• Reserve Price: added a preventative measure to stop creation of silent auction items with a ‘Buy Now’ price lower than the ‘Reserve Price'.
• Renamed the ‘Show/Hide Questions’ modal to ‘Manage Columns’
• Moved the ‘Help’ icon from the bottom right corner of the screen to the top right navigation
• Under the ‘Auction’ tab within the Event manager, the tabs are reordered to make the workflow more straightforward.

Bug Fixes

• Fixed various filters under the Bidders and Transactions tabs so they filter correctly - specifically: Status, Amount Owed, Amount Paid, Value, Cell Phone
• Fixed issue on various pages where the “Select all” did not clear the result from the previous page, so users couldn’t quickly see the sum of items selected across all pages
• Fixed issue that caused an error when placing a max bid on a stale page that would continue to show when the user moved to a different page/item
• Fixed issue that was causing Max Bid autobid increments to be applied even when a different user already purchased the item using the “Buy Now” button
• Fixed issue with 'Upload Image' icon not appearing when sending an email from Attendees tab
• Fixed the “back” button on the Profile page to take the user back to their previous page versus always back to the individual’s page

July 7, 2023

Checkout

• Added screen reader support for donation amount group
• Fixed issue of small, unreadable text when donation page on mobile had both an image and text

Embedded Giving

• Added anonymous donation support
• Fixed issue where abandoned cart nudge seldom doesn't appear on an NPO's website due to z-index being too low
• Fixed issue where phone number wasn't displaying as an optional field
• Fixed issue where custom question was duplicating when admin selected it as required

June 20, 2023

Classy Live

• Credit Card Readers (BBPOS WISEPOS E device) are now generally available. Classy Live admins can use these devices to to add attendees' credit cards on file in a quick, easy way during check-in or at any point during an event. Admins can order devices directly through their Classy Live account.
• Classy Core Login: to upkeep high security standards, we have rolled out one, singular set of login credentials for Classy and Classy Live users to access Classy and Classy Live platforms.
• Group Registration (open beta) streamlines the registration and management of tickets for sponsors and groups with a dedicated landing page that allows them to assign and edit guest information. Organizations can sign up for the open beta for access.

June 1, 2023

Donor Covered Fees (DCF) - General Availability

The new Donor Covered Fees helps nonprofits offset the cost of fundraising and ensure more of each donation goes towards their mission - something many donors prefer.

• New DCF settings are available for Organization Admins to edit in the payment processor portal and will be applied on new and duplicated campaigns for a gradual transition from Classy Mode to DCF.
• DCF provides admins a more detailed breakdown of fees in reporting and builds trust with supporters by providing more transparent, accurate, and detailed fee information during checkout, in donation receipts, and adds more flexibility for recurring donors to manage their plans.
• All newly created or duplicated campaigns and templates will use DCF by default and child campaigns of templates using DCF will also use DCF by default.
• New fields are included in Transactions History, Recurring Giving Plan, and Stripe/PayPal Payout reports to provide a more detailed breakdown of fees and indicate which transactions used Classy Mode and the fee details for new transactions using DCF.

Embedded Giving

We made UI enhancements and applied A/B test optimizations to drive conversion and enhance the user experience for embedded donations forms on your website.

• Updated design makes your logo more prominent and uses less vertical space
• Redesigned buttons and use of color/icons adds clarity and improved accessibility
• Secure and encrypted transaction message on payment screen builds trust
• More intuitive, dynamic checkout flow with the same number of steps better supports custom questions, full e-card dedication support, and additional form fields
• Easy social sharing options on confirmation screen
• Bug fix: Fixed a bug that caused the ‘Hide donation amount’ checkbox to not show properly on embedded donation forms

Classy Live

• Group Registration Beta program sign up is now available with beta access expected mid-June.
  • Group Registration streamlines the registration and management of tickets for sponsors and groups with a dedicated landing page that allows them to assign and edit guest information
• [Events] Fixed various issues related to the process of refunding attendees/deleting offline transactions.
• [Emails] Fixed issue related to the attendee metrics for ‘Count of Emails Sent’ and ‘Email Last Sent At’ not populating
• [Payments] Updated the error handling message for declined payments
• [Syncing] Fixed issue that was causing some Classy Core custom questions (prefix, suffix, pronoun, gender) not to populate in the Attendee Edit Details modal

Integrations

• Microsoft Dynamics Fundraising and Engagement (F&E) Lighthouse Program
  • Classy’s native integration to Fundraising and Engagement will help nonprofit organizations gather powerful insights about their supporters by syncing major fundraising data.
  • The following data from Classy will sync to Dynamics: Transactions, Supporters, Designations, and Campaigns.
  • At this time, Classy’s integration is in a public preview mode and will be launching a beta soon. To stay updated on the beta program, please sign up via Classy's Appsource listing.

Reporting

• Embedded Donation Form types are now available in Stripe & Paypal Payout Reports
• Released several performance improvements to OpenSearch queries
• Created new Stripe Payout database to help with stability and performance in Payout Reports

 May 11, 2023

Embedded Giving

• For Dedications, 'full address' available for printed/mailed card
• Custom tracking events available for nudge tray
• Bug fix: Social share now includes full embedded giving URL

Classy Manager

• 3 FRS 'Offline Actions' available in Classy Manager, and sync with Salesforce. The offline workflows include adding a fundraising team, registration, and event ticket.

Campaign Management

• Fixed an issue where Donor Covered Fees and Classy Mode defaulted to OFF in the campaign builder after saving changes on the Pages Tab > Donation Page

May 4, 2023

Classy Live

• [Performance] Fixed issue causing organizations with large volume of Campaigns to encounter a 504 timeout error when attempting to open the Integration > Settings modal
• [Seating] Fixed issue that was causing attendees to retain their assigned table seat after registration was refunded. This also removes the attendee from the seat when the registration is deleted and/or refunded.
• [Payments] Fixed an issue that was allowing unsuccessful transaction attempts to show as “paid” on the Bidders page > “Payment” column
• [Performance] Improvement updates that address the issue of not being able to reliably send a large number of lifecycle emails 

April 18, 2023

Embedded Giving

• For Dedications, honor/in memory options are now shown
• Custom events are now available for inline Embedded Donation Forms
• Custom Questions now available
• Simple billing address is now available
• Bug fix: Fixed source code tracking to be functional for Embedded Donation Forms

Identity and Access Management

• Added Claim Account support for federated SSO admins who are added through the invite flow in Classy Manager

Campaign Pages

• Removed the "From Fundraiser" thank you message from Tribute Fundraising pages

Campaign Management

• Fixed an issue where some Team and Individual Fundraiser pages were generating a status: "pending_questions" on some P2P campaigns

General

• Resolved an issue where Campaign Type was not displaying on Campaign Overview pages
• Resolved an issue where Offline Donations recorded date, but not time
• Resolved an issue where Admins were unable to transfer a transaction from a Classy Mode campaign to a duplicated Donor Covered Fees campaign

April 3, 2023

Classy Live

• [Auction] The option to “remove” is no longer available or visible if a transaction has been paid.  This fixes the issue where activity was being removed accidentally, causing issues with data reconciliation.
• [Auction] Updated “Send Auction Link” (accessible via the check-in modal and Quick Actions button) to send a link directly to the Public Auction page versus Main Event Page.
• [Auction] “Print Preview” option added above the Print Description field in the 'Update Item' modal.

Bug Fixes:

• [Sponsors] Fixed issue with Event Page & Virtual Venue not showing all sponsor detail fields (Twitter, LinkedIn, Instagram Profiles)
• [Displays] Thermometer:
  • Fixed issue that caused Refunded/Deleted Transactions to continue showing
  • Fixed issue causing Text-to-Donate transactions to show twice
• [Alerts] Fixed CTA filter to allow alerts to ‘Send to people with no card’
• [Syncing] Fixed issue that was preventing users to update a Custom Question that included a Dollar Amount to be updated
• [Auction] Fixed multiple issues with the printed Auction item sheet page including:
  • Powered by Classy Live cutting off at bottom of page
  • Character limit count not saving
  • Description not rendering bullets or numbered lists

Embedded Giving

• Program Designation Groups are now shown to donors

Payments

• Recurring Plan Charge Queuing logic will now index on the 'Next Processing Date' for all frequencies, not just the ones less than monthly.
• Bug fix: when WePay marks a donation fraudulent, those updates to the order now sync back into Classy to reflect that change.

Reporting

• Attendees Report will be available under the Fundraising Menu
• ‘Fundraising Page URL’ column will be available in the Fundraising Pages Report
• ‘Fundraising Team URL’ column will be available in the Fundraising Teams Report

Campaign Pages + Campaign Management

• Whitelisted additional parameters on campaign pages (no additional functionality tied to parameters)
  • Lightbox
  • Cause
  • Id_type
  • U_id
  • Sfmc_id
• Bug fix: resolved an issue where blocks on child campaigns of templates were appearing out of order in builder and the supporter facing pages

Identity and Access Management

• Ability to add a new federated SSO admin and claim an account via Classy Manager
• Updates to disallow changing the password and email for federated SSO users in Profile
• Replaced reCAPTCHA badge with text and link that don't cover other elements of the login app
• Split logins: Email and password will now be split into two different screens, with email on the initial login screen and password on the following.The Classy login application will continue to support a unified frontend experience for supporters and nonprofit admins.

March 7, 2023

Classy Classic: Sunset

As of today, admins and users will no longer be able to access pages on the legacy software. Admins should not notice a change in report functionality, as pages containing reports from Classy Classic will be redirected to the corresponding report pages in Classy Manager. For more information and support on Classy Classic sunset, please read our support article: Classy Classic Sunset and Updates to Classy Manager. 

Classy Live

• Max Bid (Auction + Plus Package): An attendee can now set a maximum bid for a silent auction item, as well as a start bid and let Classy Live handle the outbidding automatically! 

• Reserve Price: Allows admins a way to protect their costs by setting a reserve price that a silent auction must hit in order for the item to be won.

• Edit Attendee Record: With a bi-directional sync between Classy + Classy Live, users are able to edit attendee information in Classy Live and the attendee record will update in Classy (or vice versa).

• Onsite Credit Card Reader BETA: Allows admins to purchase and use a Stripe BBPOS WisePOS E card reader device to add cards on files for attendees during in-person events. Credit readers must be ordered using the new interface in ‘Classy Live > Billing’ page. Readers can be used for an unlimited number of events. (Support article: CC Readers on Classy Live)

• Bug fix: Fixed an issue with the Auction Item Sheets causing the description to be cut off pre-maturely and last line to blur

Embedded Giving

We’re adding more revenue-driving features and form with support for:

• Double the Donation integration

• Company credit cards

• Donor comments

Settings will be surfaced in the campaign builder for Embedded Giving campaigns in the same way they are available for standard donation forms. No code updates will be required in order to enable these new settings.

Reporting

• Attendee reports now have Fundraising Page Status and Company column options and filters

• The Fundraising Page report now has a Status column option and filter

• The Fundraising Team report now has a Team Captain Phone Number column and filter

• The Transactions report now has a Ticket Name column option and filter

• Payout reports now have PayPal Refunds transaction fee fields including: ‘Classy Service Fee’, ‘Payment Processing Fee’, and ‘Total Fees’

February 16, 2023

BETA: Donor Covered Fees

• Registration with Fundraising and Ticketed campaign types are now supported!
• Recalibrated calculation to reduce instances of cent rounding
• Can store passport raw currencies for intended and fee amounts
• Opt-in or opt-out of Classy Mode on Recurring Giving Plans
• If your organization is interested in Early Access, please opt-in here

Bulk Import

• Connected Account support for Recurring Donor Migrations available so a user can import them in a single file (available via the Services Portal)
• Improvements to Virtual Terminal to ensure a donation's target campaign belongs to the user's organization
• Improvements to how new member IDs are created during Recurring Donor Migration import

Reporting 

• Export to Mailchimp is now available on Classy Manager reports

February 5, 2023

Classy Live

• Classy Live now updates to support scenarios where attendee emails are shared and/or duplicated.
• Fixed issue where admins were seeing an “error message” when attempting to click into the ‘Email Settings’ section on an event that was not yet mapped to its respective Classy campaign. Now admins will be able to access the page without error - regardless of whether there is a campaign mapped.

January 26, 2023

General

Admins viewing the ‘Campaign Overview’ will see a new look with quicker access to links:

• Quick Actions > Campaign Page and Classy Live
• Offline Workflows > Offline Donation

Bug Fixes

• There is now an ability to update credit cards for non-Classy Pay payment processors on Recurring Giving Plans.
• The ‘Next Processing Date’ is now displaying the correct dates. 

Engagement

• Resolved issue where ticked event email receipts failed to reflect standard time
• Resolved issue where donor first name smart variable failed to populate in admin preview

January 20, 2023

Annual Summary Reports

• Organizations can send donor-centric Annual Summary Reports for ALL gifts made in 2022, including recurring and one-time gifts
• The ASR tool will be accessible in Classy Manager from the “Transaction History” page as well as the “Recurring Giving Plans” page
• Email and PDF receipts meet WCAG 2.1 AA accessibility requirements

January 12, 2023

Classy Live - Events

• This release features enhanced error message handling to provide you with more details regarding why a credit card transaction may have failed