Welcome to the Account Setup Wizard! To start, log in to your account by navigating to Classy.org and click the Login link on the upper, right-hand corner of the page. Bookmark the login page so you can get to your Classy account quickly and easily.
After you log in, you will need to activate your account to accept donations. This support article walks through the steps for activating your account.
1. Open a Campaign Builder
Once your dashboard loads, navigate to the Campaigns tab. To open a campaign builder, click the Create New drop-down, and select the campaign you want to create. (Registration with Fundraising Event and Ticketed Event campaigns require a paid account).
You can activate your account using any of the campaign types. But choosing the right type can boost the potential of your particular fundraising goals. To learn more about campaign types, click here.
2. Choose an Activation Process
Classy gives you two options for activating your account. Both methods will lead directly to Step 3.
Option 1: Activate Before Building a Campaign
When your campaign builder loads, you will see an activation bar at the top of the page. Click on Activate Here to start the activation process. Completing the activation process will NOT publish your campaign. Activation is simply needed to make campaigns functional—able to accept donations. You will always have control over when your campaign is visible to the public.
Option 2: Activate After Building a Campaign
You can also build your campaign before activating. This method is a good match for those who want to iron out the basic design of their campaigns first. When you get to the end of the campaign builder, click the greyed out Publish button, and select the Activate Here link that appears in the bubble.
3. Enter Your Billing Information
Fill out the form that appears onscreen. You will NOT be billed for filling out the form. The information is for security reasons only.
4. Activate Payment Processor
WePay is the recommended payment processor for Classy accounts. If you plan on using WePay as your payment processor, click Turn On Your WePay Account. The pop-up that follows will prompt you to log into an existing WePay account or create a new account. Follow the prompts to complete the WePay set up. You’ll be redirected to Classy afterward and the activation process will be complete.
If you're unsure about whether to use WePay or another payment processor, click here to learn about Classy's Payment Processors.