How to Manage a Supporter Dashboard and Supporter Pages

Last Updated: Sep 12, 2018 05:51PM PDT

Any individual who supports a Classy organization will automatically receive a Supporter Dashboard, a central hub to easily view their donation activity and edit their personal information. This article will explain how to navigate the Supporter Dashboard, access Supporter Pages, and manage personal information. 

 

SUPPORTER ACCOUNT

A Supporter Account is created the first time an individual donates to an organization using Classy donation forms. The account is created based on the email address used during the checkout process. All activity made by that email address going forward can be accessed through the new Supporter Dashboard. All of a supporter’s activity within the Classy ecosystem is organized and easily accessible within the Supporter Dashboard. 

NAVIGATING THE SUPPORTER DASHBOARD 

There are two ways to access a Supporter Dashboard:

  • Existing supporters can access the Supporter Dashboard via login.classy.org or your organization's domain masked URL/login. 

  • New supporters will receive an email after their donation or registration titled "Your Donation Receipt.” In this email, they have the opportunity to create or sign into their Supporter Dashboard. 


The Supporter Dashboard includes the following elements:

A: Nonprofit Organization Admin -. Clicking “Manage” in this section takes you to the Classy Manager.
B: My Organizations - In this section, supporters can access “Supporter Pages” for each organization they support within the Classy ecosystem. 
C: Contact Information - In this section, supporters can edit personal information like their name, address, or email address. This is also where they can choose to delete their account.
D: Password - In this section, supporters can change or reset their account password.

SUPPORTER PAGES

An individual will have a unique supporter page for every Classy organization they support. This page allows supporters to see a holistic view of their support for an organization and its programs. Nonprofit organizations are able to customize design elements of the Supporter Page to create a consistent brand experience. 

NAVIGATING THE SUPPORTER PAGE

There are two ways supporters can access a Supporter Page from their Supporter Dashboard:

  • Select an organization from My Organizations.

  • Click the avatar at the top right of the screen. This will display a drop-down menu of the organizations they support. Then, they can select an organization to access the corresponding Supporter Page. 

The Supporter Page includes the following elements:

A: Supporter Avatar - Supporters click here to update the photo that appears with public fundraising activity.
B: Supporter Since Date - The year the supporter first interacted with the organization on Classy.
C: Name - The display name that will appear with public comments and donations.
D: Settings - Navigate to the Supporter Dashboard.
E: Given this Year - Total donated to this organization thus far this year.
F: Total Given - The all-time total donated to this organization.
G: Total Fundraised - The all-time total fundraised for this organization.

Recurring Giving Carousel impact tiles:

A: Donation Amount - Amount of the supporter’s recurring donation.
B: Transaction Status - This label identifies the current status of the transaction.
C: Campaign Name -  Name of the campaign that the recurring donation is attributed to.  
D:  Edit donation - Update credit card,  see donation amount, frequency, status, recurring donation creation date, the next recurring transaction date, and cancel a recurring donation.

Below the impact tiles you will find:

A: Donation History - All donations to this organization.
B: Fundraisers - Current and past fundraisers.
C: Teams - Current and past fundraising teams.
D: Resend Receipt - Click here to resend a receipt.

If you have any questions, please reach out to Classy Support for further assistance!