Successful Upgrade Guide

Last Updated: Jan 29, 2018 09:04PM PST

The following guide will help you prepare for your Peer-to-Peer and Donation Page upgrade. We are excited to offer you the ability to move onto the new code base without any interruption to your campaign, fundraisers, or data! Many Orgs have already gone through this process with great success! We hope you find this guide and FAQs helpful to ensure your own upgrading success!

Happy Upgrading!

1. Prepping Your Assets
2. Upgrade Day
3. Frequently Asked Questions

 

1. Prepping Your Assets

As we are sure you have noticed the new look and feel of the Peer-to-Peer campaigns is quite different on our new code base, and allows your brand to be front and center even better than before. With that being said a few minor things may not upgrade simply because the layout is so different. Below you will find the key changes we want you to be aware of as well as a full list of how various design features in your current campaign will be impacted.

Most importantly to note-- you will have to update the areas on the campaign that are not present on the current classic campaign. Click here to see an exhaustive list of elements that will be included in the upgrade.

If you have questions about specific design features within your current campaign, please do not hesitate to reach out to the Classy Support Team.

Known items that upgrade over:

  • Data & Reporting. The upgrade tool primarily impacts the look and feel of the campaign and does NOT touch any data associated with the campaign. Your data and reporting will NOT be impacted by this tool. In the case you are exporting or using our APIs to connect to a 3rd party system, you should not have any disruption.

  • Content. All written content on the page should upgrade successfully. This includes content on the Campaign landing page, Fundraising Page, Team Page as well as the donation checkout page and receipting.

  • Colors. Campaign colors that were selected at campaign creation should upgrade successfully.

  • Custom Questions. If you added any custom questions to the campaign they will still be applied and all answers will be preserved and able to be accessed through your reports.

  • Reporting. All reporting will remain the same, including the campaign ID. If you export or use our APIs to connect to a 3rd party system you should not have any disruption.

  • Activity Feed. Our new peer to peer campaign type includes an activity feed that displays all donations and fundraising page creation in real time. This section will be included automatically with the upgrade but can always be removed through the editor after the upgrade takes place.

Known items that do not upgrade:

  • Main Banner Image on your Classic page will not upgrade over. We no longer have a location for this on the new P2P campaign pages but the banner image was replaced with the hero image. You’ll need to upload an image to your upgraded campaign and can do so through the campaign manager.

  • Advanced Customizations. If you had the Classy support team customize the right hand panel, footer, buttons, etc this will not upgrade over. Some of these customization you can now can do on your own, for example a custom footer.  One item in particular, removing the phone number from the 'Your Information' section is no longer able to be done.

  • URL. You will have a new URL associated to this campaign BUT we created an auto-redirect so that your old campaign URL redirects to the new one. For example, if you have marketing material already out for your campaign it can still be used and will auto redirect to the new campaign. As a reminder, your campaign ID will remain the same.

To review all aspects of the upgrade please consult the following table.

2. Upgrade Day

On the day of the upgrade the email address designated as the host (classic) and campaign contact (new) will receive an email notifying them of the completed upgrade. If you have chosen to upgrade early the individual who completed the upgrade form will receive the upgrade complete email. To ensure your campaign has been successfully upgraded, your campaign builder should look different as it is now living on the new fundraising suite. Despite the builder looking different and having many more features you will still access this in the same way, via the Fundraising tab. New to the builder? Here’s a series of support articles to get you started.

We highly encourage you to review your campaign and update the new areas as well as a few items that may have not upgraded over. To see the major differences between the old and new fundraising suite, check out this page!

Emailing your fundraisers

We suggest you connect with your fundraisers as their fundraising pages also have a new look and feel, plus some great new functionality. Below is a template you are welcome to modify for your own use! (To access a list of your fundraisers, head to the Fundraising Pages report for each classic campaign to be upgraded.)

Hi [name],
Exciting news! We have upgraded your personal fundraising page to allow for more customization so that your story and connection to our cause is the central focus. You will notice a different look and feel to your page as well as a new fundraiser dashboard! Below are descriptions of each of the new sections in your dashboard.

OVERVIEW
The Overview Tab is the first tab you will navigate to within the dashboard. On this tab we have provided some helpful tips and reminders for fundraising success!
UPDATES
Updates are not a new feature, but they have been completely re-imagined in order to make this a more central focus for you as you progress towards your goal. Each fundraising page has a Story section that looks and acts similar to the way a blog does, in that it displays a historical feed of individual posts that can all be viewed and shared independently.
DONATIONS
This has been one of the more requested features by fundraisers - the ability for a fundraiser to thank their donors quickly and easily within their fundraising page and track who has or has not been thanked yet. We have made it easier than ever to make sure donors know how much their donation is appreciated.
EMAILS
Another way you can communicate with your audience is through the Emails Tab. However, rather than allowing emails to be sent directly from your fundraising page, we provide you with some useful email templates you can send from your personal email: an Appeal and a Thank You.

We hope you log back in and update some of the new features available to you! **One last thing, you may notice your page has a new URL. Your page is accessible through the old URL as well as the new one to ensure people can find your page!

3. Frequently Asked Questions

Do all my peer to peer campaigns need to be upgraded? Yes! ALL and that includes past, draft and unpublished. We are working towards getting all of these campaigns upgraded by February 28, 2018.

What about my donation pages, will these be upgraded as well? Yes! We will be upgrading all of these as well but we are working towards an April 11, 2018 upgrade date for these campaign types.

I’m currently only using PayPal, can I still upgrade? Unfortunately, no! You will need to move to a Classy supported payment processor. To retain the ability to transact via PayPal, you will need to create a Braintree account. Otherwise, feel free to take a look at our other supported payment processors.

What if I want to upgrade earlier than these two dates? Awesome, we love that. We suggest signing up for a specific date using this form.

How will my reports be impacted? Your reports are untouched by this upgrade so you can expect no interruption.

If I have the Classy for Salesforce integration, how will the upgrade impact the syncing of data? There will be no impact on the syncing of the data. All aspects of the data will remain the same and continue to sync with Salesforce.  We do ask that prior to upgrading, the Classy support team is granted access to your Salesforce instance.

If you have any questions please feel free to reach out to support here.