How to Access the Classy Classic Dashboard

Last Updated: Sep 27, 2018 03:28AM PDT

In this support article, we’ll explain how to access the Classic Admin Organization Dashboard from the new Classy Manager. We’ll also provide a brief tour of the dashboard, so you’ll know how to find any features you might need.

 

Go to the Classic Admin Dashboard 

First, click on the avatar at the top right side of the screen. From the menu, click the Switch to the Classic Admin button to open the Classic Admin Dashboard.

To return to the new Classy Manager, click the avatar at the top right again, and select Switch to the new Classy Manager.

A Tour of the Classic Admin 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 the number of fundraisers, supporters (donors), and total raised.

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.

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