An Introduction to the Classy Manager

Last Updated: Nov 29, 2017 11:34AM PST

Welcome to the new Classy Manager!  This powerful new tool that lets you navigate the Classy platform with ease, check on the overall health of your campaigns, and see a more complete picture of how your supporters are interacting with your organization.  In this article, we will be introducing the Classy Manager and highlighting the exciting new features it showcases.

1. Navigate to the Classy Manager
2. Campaigns
3. Supporters
4. Transactions
5. Reports
6. Settings

 

1. Navigate to the Classy Manager

From the classic dashboard view, you can click on the avatar in the top right hand of the screen.

2. Campaigns

After accessing the Classy Manager, you will be dropped into the campaigns view.  This new campaigns view has been designed to allow for you to navigate easily from campaign to campaign.  Though it will default to display your campaigns in order of last activity, it can be sorted in alphabetical order by clicking the ‘Campaign Name’ column or by amount raised by clicking the ‘Total Revenue’ tab.

Just above the campaign listing, lives the filters and search function.  Through this feature, you are able to drill down further and display all of one or multiple campaign types, as well as filter by campaign status.  Feel free to choose multiple filters to only display the specific campaigns you want to view.  If you know exactly which campaign you are looking for, use the search feature located on the top right to pull it up and view!

Ever wish you could get a quick view your most crucial campaign’s health?  Click on the arrow on the far right hand side of the campaign row and observe our new SIDE PANEL feature serve up the most relevant high level statistics so you can easily and continuously monitor the health of your campaigns.

3. Supporters

The reimagined supporters section has been designed to simultaneously offer a high level overview of those who interact with your organization, as well as provide an opportunity to drill down further and see what specific activity they have engaged in throughout the life of your Classy account.

When first entering the supporters section, your supporters will be listed in order of last activity.  You are able to sort based on the 5 columns provided, filter by the type of supporter via the color coded dropdown in the top left, or query your entire supporters set with the search field in the top right.

To see a more comprehensive view of a single supporter, click on their name within the listing to open the supporter record. The supporter record gives a full 360 degree view of all activity the supporter has done for your organization. Within this record an admin is able to edit contact information, view all transactions, recurring donations, fundraising pages and team captains pages associated to their account.

Click here to learn more about editing a supporter record

4. Transactions

Similar to the transactions report in classic reporting, the transactions listing displays all transactions throughout the life of your Classy account.  Again, these transactions can be sorted by the 6 columns present, filtered by campaign using the drop down from the top left, or searched for using the search bar on the top right.

Clicking on the transaction ID will open up the transaction record. Within the transaction record, all details specific to that transaction are able to be viewed and edited.

5. Reports

COMING SOON!

6. Settings

The settings section of the Classy Manager where the highest level details of your organizational account can be set.

A. Organization Info

Details specific to your organization, including address, name, and EIN can be set here. Be sure to fill out your primary account contact to decide what email address important notifications are sent to.

Click here to learn more about editing your organization's info

B. Admins

Click admins to be taken to a complete list of your account’s current administrators. From this view you may add additional administrators via the green add button in the top right, or click on the current admin’s name to view and edit their permission level and notification setting.

Click here to learn more about editing your organization's administrators

C. Billing

The all new billing section allows for you to view in full detail your account’s subscription billing history. From here, you may update your billing information and view past payment history.

Click here to learn more about editing your organization's billing information