How Classy and Kindful Stay In Sync

Overview

When you connect Classy to Kindful, all your Classy data - including historical Classy data - will sync into Kindful automatically. Once it’s in Kindful, you can search for and utilize this data in meaningful ways, so that you can interact with your donors in meaningful ways. In this article, we’ll go over how to search for your Classy data that has synced into Kindful.

This integration syncs one-way; this means that Classy sends data to Kindful, but Kindful does not send data to Classy. There are three elements in Classy that stay in sync with Kindful; Supporters, Transactions, and Campaigns. We’ll dig deeper into each of these elements in this article.

Screen_Shot_2019-02-05_at_3.52.38_PM.png

Classy Supporters = Kindful Contacts

All your Classy supporters will sync into Kindful as contacts. Once they’re in your account, you can use some targeted filters to engage with them in meaningful ways.

Here are your Supporters in Classy:

Screen_Shot_2019-02-12_at_1.30.33_PM.png

You can find your supporters in Kindful by going to Contacts & Activities > Contacts.

Screen_Shot_2019-02-12_at_1.31.46_PM.png

Recommended filters:

Screen_Shot_2019-02-18_at_9.09.11_AM.png 
This will help you see all the contacts in Kindful that have synced over as a result of the integration. Always start with this filter first if you’d like to target the contacts that have synced into Kindful from Classy.

Screen_Shot_2019-02-18_at_9.11.37_AM.png
This filter shows everyone who is considered a “donor” in Kindful because they have a transaction on file.

Screen_Shot_2019-02-18_at_9.13.30_AM.png
Since all your campaigns in Classy have also synced into Kindful as campaigns, you can search for the donors who have given to a certain campaign in Kindful as well.

Other Recommendations:

You can use filters on your contacts page to create groups in Kindful. This can be particularly useful if you’re using an email-marketing app such as MailChimp, Emma, or Constant Contact, which sync with Kindful groups. Once you’ve targeted your Kindful contacts with filters, you can create custom reports as well.

Learn more about groups here.

Learn more about filtering here.

Learn more about custom reports here.

Classy Transactions = Kindful Transactions

When you connect Classy to Kindful, all your Classy transactions will sync into Kindful as transactions as well.

Here is how your transactions look in Classy:

Screen_Shot_2019-02-12_at_1.46.02_PM.png

You can find those transactions in Kindful by going to Contacts & Activities > Activities.

Screen_Shot_2019-02-12_at_1.49.31_PM.png

Recommended Filters:

Screen_Shot_2019-02-18_at_9.40.27_AM.png
This filter will allow you to see all transactions that have synced from Classy to Kindful. As you build your filters in Kindful, always start with this one if you’re trying to target data from Classy.

Screen_Shot_2019-02-18_at_9.40.50_AM.png
This filter allows you to search for transactions by a certain campaign in Kindful.

Screen_Shot_2019-02-18_at_9.43.44_AM.png
This filter gathers all the transactions in Kindful that were made to a specific fundraising team for a Peer-To-Peer campaign in Classy.

Screen_Shot_2019-02-18_at_9.43.24_AM.png
This filter shows you all the transactions in Kindful that were made to a specific fundraising team member for a Peer-To-Peer campaign in Classy. In the event that a team does not have any team members other than the team captain, you can search for the team captain using this filter as well.

Tax Deductibility:

In Classy, there are two campaign types that allow you to specify an amount that is non-tax deductible:

  1. Registration with Fundraising
  2. Ticketed

Below is an example of where you might set the amount or percentage that is tax-deductible for a ticket in Classy.

Screen_Shot_2019-02-14_at_9.04.46_AM.png

When this ticket purchase syncs into Kindful, the amount that is tax-deductible also syncs in with the transaction. See an example below.

Screen_Shot_2019-02-14_at_9.15.31_AM.png

Learn more about filtering here.

Learn more about custom reports here.

Classy Campaigns = Kindful Campaigns

All of the campaigns you’ve created in Classy automatically create campaigns in Kindful as soon as you connect. If you were to change the name of a campaign in Classy, the name would update in Kindful when the next transaction made to that campaign syncs to Kindful.

Here is how your campaigns look in Classy:

Screen_Shot_2019-02-06_at_3.45.31_PM.png

Once they sync into Kindful, they’ll be accessible under Fundraising > Campaigns. See how they appear in Kindful below.

Screen_Shot_2019-02-06_at_3.46.37_PM.png

Organize your Campaign by Fund:

Once your Classy campaigns are in Kindful, you may want to group those campaigns together by assigning them to funds. To do this, click on the “edit” icon next to any campaign in Kindful, and change the fund to which it is assigned.

Screen_Shot_2019-02-14_at_9.50.52_AM.png

Learn more about the relationship between Campaigns & Funds here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments