Use this link to share with your colleagues:
Classy for Salesforce: https://help.pm.leapevent.tech/a/1647986
App Details
Pricing:
Visit https://www.classy.org/pricing to set up a conversation with Classy for pricing information.
Good for:
Organizations who want to launch a peer-to-peer fundraising or crowdfunding campaign, and have the donor and donation data seamlessly integrated into PatronManager.
How it works:
Classy is an online and mobile fundraising software platform used by nonprofits all around the world. They also happen to have a great Salesforce integration! The integration offers real-time sync of donors, donations, campaigns and fundraising teams between Classy and Salesforce, so you'll be able to see all your donors in one place, whether they make donations through Classy, or PatronManager.
Useful Links
Here's a sample peer-to-peer fundraising campaign page that Classy features on their website.
Your organization might not have a lion to save, but you could set up a peer-to-peer fundraising campaign to raise money for scholarships, an exciting new work you want to commission, or a tour.
Classy also has fundraising event functionality in their suite of offerings.
Here's an example from a fundraising event registration form that one of our clients created using Classy.
The Classy for Salesforce Control Panel is the hub for configuring the powerful integration between the two platforms
Once you've set up the integration, you'll be able to see all your fundraising data in one place -- PatronManager!
Once I have Classy, are there any special steps I need to take to get it to work with PatronManager?
There are indeed! If not set up properly, Classy can make qualification messy for your users. Let's make sure that doesn't happen.
Once you've installed Classy, we'll need to clean up a few settings.
1. Go to Setup
2. Find and select "Custom Settings"
3. Click Manage next to "Classy Settings"
4. Click Edit next to "Default"
5. Ensure that the following settings are correct
- Create Contact Without Account: Checked
- Default Account Record Type: [ID for To Be Qualified Account Record Type]
- Default Contact Record Type: [ID for To Be Qualified Contact Record Type]
You may need to scroll down to find these, or you can use ctrl+F.
You can find the IDs for your To Be Qualified Account Record Type and Contact Record Type from the Object Manager in Setup!
5.1. From Setup, click Object Manager
5.2. Click Account
5.3. Click Record Types
5.4. Click To Be Qualified
5.5. The To Be Qualified Account Record Type ID will be in your browser's URL bar
It will be an 18 character alphanumeric string in the URL.
5.1. From Setup, click Object Manager
5.2. Click Contact
5.3. Click Record Types
5.4. Click To Be Qualified
5.5. The To Be Qualified Account Record Type ID will be in your browser's URL bar
It will be an 18 character alphanumeric string in the URL.
6. Click Save
