Integrate Classy with Retently

Trigger NPS/CSAT surveys after donations or campaign interactions, sync donor profiles and transaction data with Retently, and use feedback scores to improve donor engagement strategies.

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About Classy

Classy is an application that allows users to automate tasks based on fundraising data, enabling tracking of campaigns, supporters, transactions, and donation plans.

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Classy to Retently

1

New Campaign

Triggers when there is a new campaign.
2

New Supporter

Triggers when there is a new supporter.
3

Updated Transaction

Triggers when there is a new transaction, or an update to an existing transaction.
4

Updated Recurring Donation Plan

Triggers when there is an update to an existing recurring donation plan record.
5

New Recurring Donation Plan

Triggers when there is a new recurring donation plan.
6

New Transaction

Triggers when there is a new transaction.
7

Updated Campaign

Triggers when there is an update to an existing campaign record.
8

Updated Supporter

Triggers when there is an update to an existing supporter record.
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Retently to Classy

1

Update Supporter

Updates a Supporter record in Classy, probably with input from previous steps.
2

Find a Supporter

Search for supporters by ID or email address.
3

Find a Campaign

Search for campaigns by ID or contact address.

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