Remember that you can access this startup guide at anytime by visiting support.classy.org.
First, we’ll provide you with a quick tour of your account and some definitions, so when we jump into the guide you’ll know exactly what’s being described and where to find it.
Here's what you'll see when you first login. This is your Organization Dashboard.
A. Dashboard: Your organizational dashboard is the first page you see after you login. This shows you campaign activity and a quick snapshot of number of fundraisers, supporters (donors), and total raised. (Dashboard is visible to Pro users only) It’s ok that it’s blank for now. As soon as your first donations roll it, it will fill up quick!
B. Fundraising Tab: The fundraising tab is where you will create, launch, and manage all your campaigns.
C. Reports Tab: Reports help you track and improve your fundraising results, add offline donations, and export data from Classy.
D. Settings Tab: Any info related to your account, transaction fee rate, admins, and org info lives here. Come here to add or remove admins, set notification emails, edit your address, and add program designations.
E. API: The Classy API is a robust toolset to supplement your use of Classy. They require your team’s web development team to implement, but allow you to make Classy the core of your fundraising operations by expanding the product’s integration and reach. Use this tab to request an API token. Learn more about the Classy API in our Developers Center.
F. Extensions: The extensions tab houses our out-of-the-box integrations. If you need to implement Google Analytics, MailChimp, Constant Contact, DonateDouble, or the Salesforce Integration (Classy + Salesforce clients only), manage them from this tab.
G. Resources: We have a whole team of writers who are constantly creating new resources to support your use of Classy. Learn everything from social media best practices to CRM tips to email marketing. If you ever feel stuck on campaign ideas or strategy, come here first.