How to Use Source Codes

Last Updated: Jan 25, 2019 10:37AM PST

Classy allows for native source codes to be implemented in order to better track donor acquisition when coming from multiple channels. This support article will walk through how to build URLs containing source codes, how to find this information within reporting, and some basic best practices when using source codes.

 

Setting up Source Codes

Partners can utilize source codes by using special URL parameters (similar to Google UTM codes) within inbound links. Classy will recognize the special URL parameters and record the values of the parameters when one of four conversions take place. Classy uses a cookie on the user’s browser to ensure a successful record of the source code happens even if the conversion doesn’t take place on the first page a supporter lands on.

1. To start, load the published, live page full URL.
2. Following the full URL, place a question mark character “?”
3. Enter “c_src=” and then type the value you wish to store ‘Source-Code-1’
4. If wanting to add a second source code (optional), add an ampersand “&” after the 1st source code
5. Enter “c_src2=” and then type the value you wish to fill ‘Source-Code-2’

Your end URL will look something like this:

https://www.classy.org/give/192125/#!/donation/checkout?c_src=SOURCE-CODE-1&c_src2=SOURCE-CODE-2

Note: The 4 conversions that source codes track are:

  • Individual fundraising page
  • Donation
  • Team page creation
  • Ticket purchase

Source Codes in Reporting

Classy has added additional fields within Classy Manager reporting to display source codes within reporting for transactions, individual fundraising page creation, and team page creation.

  • Source Code 1: The value saved when adding “c_src=”

  • Source Code 2: The value saved when adding “c_src2=”

  • Referrer: The URL of the page the user was on immediately preceding the user accessing the Classy checkout page (Facebook, your website, etc)

To get to the reports, navigate to the Classy Manager and select the relevant report to view. You may then add three additional columns to the report that are within the ‘Marketing’ section of the column picker
If you know the specific column name you are looking to add to the report, you can type ahead in the ‘Search’ field. Otherwise, click on the column grouping to see relevant column options under that grouping.

Each column added at this level will add the column to the far right-hand side of the report. However, you may click and drag the column headers to change the order within the report.

Source Codes and Classy for Salesforce

With Version 6.44 of the Classy for Salesforce package, a new object Classy Source Codes was released to track source codes implemented on Classy Campaigns. Currently, Source Codes are tracked for transactions, fundraising pages, and team pages.

Where can I find my source codes in Salesforce?

In order to see the Source Code tracked for these objects, the Classy Source Code related list will need to be added to the page layout.

What fields are populated in Salesforce?

For more information on the specific fields synced to on the Source Code object, visit our technical documentation here.

Can I report on Source Codes in Salesforce?

A few reports were built out in the Classy for Salesforce package for the ability to report on source codes alongside opportunity and campaign objects. Visit the Reports tab in Salesforce and search for ‘Source Codes’ to see the existing reports.

FAQs

When should I use these source codes?
Source codes are best used when there are multiple channels all leading to the same donation page or campaign. For example, if you want to see how many people donate when clicking a Facebook advertisement vs how many donate when clicking a link from an email, different source codes can be used.

Why wouldn’t a source code show up even if the end user accessed the correct URL?
It is possible that the end user is using a browser extension or other program that does not allow cookies to be saved.

How long does the cookie stay on an individual’s browser?
Cookies will stay on a user’s browser for two weeks. This means that even if they do not complete the checkout process initially, but do come back to the same form - their cookie info will save.

What characters can I use in a source code?
Remember, this code will have to load within a URL. So don’t use any special characters that have a special purpose within a URL. You are free to use numbers, letters, underscores and hyphens within your source codes. Source codes are also case sensitive. We will record the capitalization of these codes.

Will Source Codes be synced to Salesforce or available in the API?
Yes to both. Source Codes will be passed along to Salesforce if you have upgraded to v6.44+. If you use Source Codes prior to upgrading, you’ll need to perform a historical sync to retrieve past codes. Source Codes will also be exposed within our API. Check our documentation at developers.classy.org for the endpoint.

Do I first have to create the Source Code within Classy prior to using?

Nope. We purposefully allow you to use any valid value you like. This was purposeful to interact more seamlessly with marketing platforms that may automatically generate a code.

How can I test to make sure source codes are being added correctly?

Please follow the steps listed below:

1. Open the desired URL with the source code parameter included in a new incognito window.

2. Click the ‘secure’ text that immediately precedes the URL in the address bar

3. Click to view cookies

4. Locate “www.classy.org” (will be full CNAME + domain if domain masked) and open drop down

5. Search for ‘c_src’ cookie

6. Copy data within ‘content’ field to your clipboard.

7. Open the URL https://meyerweb.com/eric/tools/dencoder/

8. Paste data from step 6 and ‘decode’


If you have any additional questions, please contact Classy Support for assistance.